Our Advisers

Our Director Ian has worked in financial services his entire working life. He has an advanced diploma in his specialist subject Pensions.

Ian spends his weekends watching football and spending time with his family and if he’s any spare time, he’s planning his next trip to Florida.

Specialist professional qualifications
Financial Planning Certificate (papers 1, 2 & 3)
Certificate in Mortgage Advice and PracticeDiploma in Financial Planning – JO1 Personal taxation
Diploma in Financial Planning – JO2 Trusts
Diploma in Financial Planning – RO1 Financial Services Regulation and Ethics
Diploma in Financial Planning – RO2 Investment Principles & Risk
Diploma in Financial Planning – RO4 Pensions & Retirement Planning
Advanced Diploma in Financial Planning – AF7 Pension Transfers

Our Director Martin is in his 40th year in financial services, over 17 of those years spent as a director at Trafford & Houghton.

Martin enjoys watching his local team at weekends and planning holidays for him and his family.

Specialist professional qualifications
Financial Planning Certificate (papers 1, 2 & 3)
Certificate in Mortgage Advice and Practice
Diploma in Financial Planning – JO1 Personal taxation
Diploma in Financial Planning – JO2 Trusts
Diploma in Financial Planning – RO1 Financial Services Regulation and Ethics
Diploma in Financial Planning – RO2 Investment Principles & Risk
Diploma in Financial Planning – RO4 Pensions & Retirement Planning
Diploma in Financial Planning – RO5 Financial Protection

Will has been an adviser with Trafford & Houghton since 2008. He has a farming background but soon turned his hand to all things financial.

He has built up excellent long term relationships with clients and staff alike.

Specialist professional qualifications
Certificate in Financial Planning (CF1,2,3,4 & 5)
Diploma in Financial Planning – JO1 Personal taxation
Diploma in Financial Planning – JO2 Trusts
Diploma in Financial Planning – RO1 Financial Services Regulation and Ethics
Diploma in Financial Planning – RO2 Investment Principles & Risk
Diploma in Financial Planning – RO4 Pensions & Retirement Planning

Award in Long Term Care Insurance – CF8