Our Admin Team

Sophie Freeman-Myers

Office Manager/ Senior Paraplanner

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 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 – RO4 Pensions & Retirement Planning
Diploma in Financial Planning – RO5 Financial Protection
Diploma in Financial Planning – RO6 Financial Planning Practice
Advanced Diploma in Financial Planning – AF1 Personal Tax & Trust Planning
Advanced Diploma in Financial Planning AF7 Pension Transfers
Advanced Diploma in Financial Planning AF8 Retirement Income Planning

 

Hayley Carson
Senior Paraplanner

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

Administrator

Specialist professional qualifications

Diploma in Financial Planning RO1 UK Financial Services, Regulation & Ethics

Diploma in Financial Planning – RO5 Financial Protection

Certificate in Financial Services – LP2 Financial Services Products and Solutions

 

Sam Speak

Paraplanner

Specialist professional qualifications

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

Certificate in Financial Services – LP2 Financial Services Products and Solutions

Contact Us:

Tel: 01772 825755    Email: admin@traffordandhoughton.com

14 Ribblesdale Place, Preston, PR1 3NA