Our Admin Team
Hayley Carson
Senior Paraplanner
Certificate in Financial Services – 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 – RO5 Financial Protection
Diploma in Financial Planning – RO8 Pensions Update
Diploma in Financial Planning – J11 Wrap and Platform Services
David Murrell
Senior Paraplanner
David joined the team in 2023, in the space of two years David has passed 3 exams to become qualified with a Level 4 Diploma in Financial Planning. This is a great achievement, as David has aspirations of becoming an IFA in the coming years.
David enjoys watching and playing sport and is currently busy planning his wedding with his partner.
David has achieved the Level 4 Diploma in Financial Planning.
Specialist professional qualifications
Diploma in Financial Planning – RO1 UK Financial Services, Regulation & Ethics
Diploma in Financial Planning – RO2 Investment Principles and Risk
Diploma in Financial Planning – RO3 Personal Taxation
Diploma in Financial Planning – RO5 Financial Protection
Diploma in Financial Planning – RO4 Pensions & Retirement Planning
Diploma in Financial Planning – RO6 Financial Planning Practice
Olivia Jones
Trainee Paraplanner
Having left college of summer 2023, Olivia has wanted to work within financial services. She is studying towards being a qualified financial adviser via the Financial Services Apprenticeship.
Olivia has started her career brightly, she is keen to learn and is showing lots of enthusiasm.
Olivia spends her weekends with her horse and enjoys travelling and the outdoors.
Specialist professional qualifications
Diploma in Financial Planning – RO1 UK Financial Services, Regulation & Ethics
Diploma in Financial Planning – RO5 Financial Protection
Isla Carefoot
Trainee Financial Administrator
Isla joined Trafford & Houghton in August 2024 following completion of her A-Levels. She has recently started studying for RO1 UK Financial Services, Regulation & Ethics exam as part of her apprenticeship.
Isla likes to spend her weekends enjoying being young whether it’s concerts or going out socialising with friends. Isla also is a regular at the gym.
Jamie McLean
Paraplanner
Following a successful start in financial services in Leeds, Jamie has moved back to Preston to be with his partner.
Jamie enjoys work and spends his spare time playing or watching sports and socialising with friends.
Specialist professional qualifications
Diploma in Financial Planning – RO1 UK Financial Services, Regulation & Ethics
Diploma in Financial Planning – RO5 Financial Protection
Daniel Carson
Trainee IFA
Having worked for HMRC for many years, Daniel has made a seamless transition to trainee IFA, using his specialist tax knowledge to help clients.
Daniel is being mentored by our directors as he continues his journey to being an IFA.
Specialist professional qualifications
Diploma in Financial Planning – RO1 UK Financial Services, Regulation & Ethics
Diploma in Financial Planning – RO2 Investment Principles and Risk
Diploma in Financial Planning – RO3 Personal Taxation
Diploma in Financial Planning – RO5 Financial Protection
Diploma in Financial Planning – RO6 Financial Planning Practice