Our Admin Team

Sophie Freeman-Myers

Office Manager/ Senior Paraplanner

Sophie joined Trafford & Houghton back in 2013 as an apprentice and now has over 5 years experience of working in financial services. She has completed the Diploma in Financial Planning and is working towards the Advanced Diploma in Financial Planning.

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 – R01 UK Financial Services, Regulation & Ethics
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
Diploma in Financial Planning – RO6 Financial Planning Practice

 

Hayley Carson
Senior 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.

Hayley is married with two lovely young children. Outside of work she enjoys spending time with her family as they like to keep her very busy!

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 – RO5 Financial Protection
Diploma in Financial Planning – RO8 Pensions Update
Diploma in Financial Planning – J11 Wrap and Platform Services

 

Nadia Nay
Senior Paraplanner

Nadia has worked in Financial Services since 2004 where she started off working for one of the world’s leading providers of life insurance, pensions and asset management, AEGON.  She has since worked for two financial adviser firms where she has gained valuable knowledge and experience of working in financial services.  She has completed her Diploma in Financial Planning and is currently working towards being a financial adviser.

Nadia lives in Blackpool with her young son, who keeps her very busy.  In her spare time, she enjoys going to the gym, attending concerts and spending time with her friends and family.

Specialist professional qualifications
Certificate in Financial Planning – CF1 UK Financial Services, Regulation & Ethics
Certificate in Financial Planning – LP2 Financial Services products and solutions
Certificate in Mortgage Advice – CF6 Mortgage Advice
Diploma in Financial Planning – R01 UK Financial Services, Regulation & Ethics
Diploma in Financial Planning – R02 Investment Principles and Risk
Diploma in Financial Planning – RO4 Pensions & Retirement Planning
Diploma in Financial Planning – RO5 Financial Protection
Diploma in Financial Planning – RO6 Financial Planning Practice

 

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 UK Financial services, Regulation & Ethics
Diploma in Financial Planning – RO5 Financial Protection

 

Josh Hardy
Trainee Paraplanner

Josh has recently finished college and is starting his career in financial services.
Outside of work Josh enjoys following sports such as football and boxing and is a big Preston North End fan.

Contact Us:

Tel: 01772 825755    Email: admin@traffordandhoughton.com

14 Ribblesdale Place, Preston, PR1 3NA