Testimonials

Client Testimonials

Here are a few samples of what our clients and professional connections have to say about us.

“As always thank you for your time last night Ian, enjoyable as ever. I feel like I didn’t really thank you enough for your efforts, but we are both genuinely grateful for the work that you do – especially a return of 52%!”
P&J Johnson

“I have happily referred clients as well as friends and family to Ian Trafford for many years now. I appreciate his straightforward friendly style. He always gives what he believes is the best advice for the client. None of the clients I have referred to him have ever felt under any pressure at any time. I am happy to endorse the work Trafford and Houghton continue to do.”
Chris Simpson
CL Simpson & Co

“I have been dealing with Martin Houghton of Trafford and Houghton Financial Planning Ltd in a professional capacity for a number of years. Throughout this time, I have witnessed first hand how he interacts with his clients in a professional and pleasant manner and it is evident that he has his clients best interests at heart. I hope to be able to continue to work with Martin in the forthcoming years.”
Anna Marie Knipe | Solicitor
Private Client | Birchall Blackburn

“William is a very friendly and approachable financial advisor providing prompt responses to enquiries in a professional manner. He provided an excellent service, from day one explaining things in simple terms, making the decisions easy. He turned a potentially stressful situation stress free and I will have no hesitation in passing on his details for others to use.”
P & S Clayton

“Following a referral from a family member Ian has advised us on our financial affairs for the last 8 years and we have always been extremely happy with the service that we have received. He displays an excellent knowledge of the markets and products available, as well as taking time to ensure that what he is advising meets our specific requirements. Ian is more interested in building up a relationship rather than making a quick buck. The ultimate intention with any financial advice is to make money and his advice has helped us to do that.”
Mr & Mrs Johnson From Leyland

Questionnaire Feedback

At Trafford & Houghton Financial Planning we pride ourselves on our extremely high levels of customer service.We consistently review our practices to establish whether any enhancements could be made to the way in which we deal with our customers. As part of this review we ask our clients for their feedback by sending out a questionnaire. The questionnaire is split into 3 sections as follows:

•    Service Delivery
•    The Adviser
•    CommunicationsUnder each of these sections, we ask a series of statements/questions in relation to the service delivery, communications and advice received. For each statement/question, we ask our clients to score us as to how they feel each one was dealt with. The answers range from better than expected, as expected, below expected and not applicable. We always ask our clients to leave any feedback or comments they may have and below are some examples of the feedback we have received so far this year. We are grateful that our clients do give feedback so that we can continue to improve and review our approach to the services we deliver.

“Really pleased with the time taken and pace of progress. It was measured, unhurried and thorough. We felt that Ian explained the process clearly, with no surprise at the final decision meeting”
Mr N F and Mrs F

“Having been a customer previously, I knew that the standard and quality of service would be high. This is why after moving from the Preston area I still wanted to deal with Mr Trafford”
Client based in Delamere

“Excellent service, no nonsense, trustworthy, Martin doesn’t talk jargon and makes it easy to understand. I would definitely recommend.”
Client based in Bolton

“All as expected….the usual high standard.”
Client based in Leyland

“Ian Trafford went out of his way to arrange the personal pension before the end of the tax year, for which I am very grateful”
Client based in Wrea Green

“Good service for many years”
Client based in Walton-le-Dale

“I have found over the years that the review meetings and advice given has always been done in a very professional and friendly way”
Client based in Lostock Hall

“A big thank you Martin, for all your help and advice”
Client based in Bolton

“Martin is always pleasant, helpful, offering us good advice and we know he is only a phone call away”
Client based in Astley, Manchester

“When you say the name Trafford & Houghton – it has a confident sound to it – like a long standing business name. The help we have received over the years from Martin Houghton and staff has been much appreciated – time has been taken to explain the work undertaken on our behalf. Well done all of you”
Client based in Heald Green

“Excellent service as usual! It’s a comfort to know we can trust you with our finances!”
Client based in Penwortham

“Superb as ever!”
Client based in Horwich

“I expect an excellent quality of service from our adviser Martin Houghton and he never fails. The comments “better than expected” thus cannot be applied! Many thanks Martin”
Client based in Bolton

“Always a pleasure dealing with you”
Client based in Bolton

“Will combines professional service with a relaxed demeanour and is always very willing to help. Thanks”
Client based in Warrington

“Overall very good relating to each stage of the processes”
Client based in Manchester

“Always found William to be very friendly”
Client based in Fulwood

“Excellent service, delivery and communications from staff. Adviser understood our objectives and attitude to risk and provided the information we required – top class service”
Client based in Blackburn

“I was very comfortable with the advisor who made the experience very understandable and reassuring, would gladly recommend.”
Client based in Leyland