Our Admin Team

Sophie Freeman-Myers

Office Manager/ Senior Paraplanner

Sophie joined Trafford & Houghton back in 2013 as an apprentice and now has over 5 years experience of working in financial services. She has completed the Diploma in Financial Planning and is working towards the Advanced Diploma in Financial Planning.

Outside of work Sophie enjoys going to the gym, going walking with her dog Max and spending time with friends and family.

Specialist professional qualifications
Certificate in Financial Services – CF1 UK Financial Services, Regulation & Ethics
Certificate in Financial Services LP2 Financial Services Products and Solutions
Award in Financial Administration – FA2 Pensions Administration
Award in Financial Administration – FA5 Individual Savings Accounts
Diploma in Financial Planning R01 UK Financial Services, Regulation & Ethics
Diploma in Financial Planning R02 Investment Principles and Risk
Diploma in Financial Planning – RO3 Personal Taxation
Diploma in Financial Planning – RO4 Pensions & Retirement Planning
Diploma in Financial Planning – RO5 Financial Protection
Diploma in Financial Planning – RO6 Financial Planning Practice
Advanced Diploma in Financial Planning AF7 Pension Transfers
Advanced Diploma in Financial Planning AF8 Retirement Income Planning

 

Hayley Carson
Senior Paraplanner

Hayley joined Trafford & Houghton Financial Planning in September 2011. She has over 10 years experience of working in financial services including previously working for an accountant and another IFA firm.

Hayley is married with two lovely young children. Outside of work she enjoys spending time with her family as they like to keep her very busy!

Specialist professional qualifications
Certificate in Financial Services – CF1 UK Financial Services, Regulation & Ethics
Certificate in Financial Services – LP2 Financial Services Products and Solutions
Award in Financial Administration – FA1 Life Office Administration
Award in Financial Administration – FA2 Pensions Administration
Diploma in Financial Planning – RO4 Pensions & Retirement Planning
Diploma in Financial Planning – RO5 Financial Protection
Diploma in Financial Planning – RO8 Pensions Update
Diploma in Financial Planning – J11 Wrap and Platform Services

 

Nisha Chauhan

Senior IFA Administrator/Paraplanner

Nisha joined the Trafford and Houghton team in February 2018, as a Senior administrator / Paraplanner. She has 5 years experience working in the Financial services industry and previously worked for an IFA in Blackpool.

Nisha is currently working towards completing her exams and obtaining her Level 4 Diploma.

Specialist professional qualifications
Certificate in Financial Services – LP2 Financial Services Products and Solutions
Diploma in Financial Planning – RO1 UK Financial services, Regulation & Ethics
Diploma in Financial Planning – RO5 Financial Protection

Josh Hardy
Trainee Paraplanner

Josh has recently finished college and is starting his career in financial services.
Outside of work Josh enjoys following sports such as football and boxing and is a big Preston North End fan.
Specialist professional qualifications
Diploma in Financial Planning – RO5 Financial Protection

Contact Us:

Tel: 01772 825755    Email: admin@traffordandhoughton.com

14 Ribblesdale Place, Preston, PR1 3NA