Our Admin Team

Hayley Carson

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.

Outside of work Hayley enjoys going to concerts and likes a wide variety of music. She is also a big fan of Formula1 and has been lucky enough to go to Monza and Silverstone.
In December 2015, Hayley become a first time Mum to her Daughter, Lucy.

Specialist professional qualifications

Certificate in Financial Planning – CF1 UK Financial Services, Regulation & Ethics

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 – RO8 Pensions Update

Diploma in Financial Planning – J11 Wrap and Platform Services

 

Sophie Freeman-Myers

Paraplanner

Sophie joined Trafford & Houghton back in 2013 straight from school as an apprentice and now has over 5 years experience of working in financial services.

Outside of work Sophie enjoys going to the gym, ice skating and trampolining.

Specialist professional qualifications

Certificate in Financial Planning – CF1 UK Financial Services, Regulation & Ethics

Award in Financial Administration – FA2 Pensions Administration

Award in Financial Administration – FA5 Individual Savings Accounts

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

 

Nisha Chauhan

Senior IFA Administrator/Paraplanner

Nisha joined the Trafford and Houghton team in February 2018, as a Senior administrator / Paraplanner. She has 3 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

Diploma in Financial Planning – RO1 – Financial services, regulation & ethics

Diploma in Financial Planning – RO5 – Personal taxation

 

Sarah Layton

IFA Administrator

Sarah joined the Trafford and Houghton team in June 2018, as an IFA Administrator. Sarah relocated from London last September, having worked for the FCA for almost three years. She then joined AJ Bell in Salford Quays on a temporary basis.

In her spare time she tries to keep active, visit new places and she enjoys going back to London to see family and friends and finding new places to eat, especially desert places.

 

 

 

Oliver Mounsey

Trainee IFA Administrator

Oliver joined the Trafford and Houghton team in April 2018, as a Trainee IFA Administrator. He is currently studying for the NVQ Level 2 in Business Admin.

He enjoys playing football at the weekends and going to the gym as well as listening to music and going to see live music.

 

Contact Us:

Tel: 01772 825755    Email: admin@traffordandhoughton.com

25-27 Ribblesdale House, 14 Ribblesdale Place, Preston, PR1 3NA