Our Admin Team

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 RO1 UK Financial Services, Regulation & Ethics
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
Hayley has been with Trafford and Houghton since 2011. She is a vital part of our team and is progressing towards her level 4 qualification.
Hayley is held in the highest regard by the directors, colleagues and clients of Trafford and Houghton.

Shereen Mervyn
Paraplanner

Specialist Professional Qualifications

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

Shereen has over 6 years’ experience in the Finance industry. She is now working towards completing her Level 4 Financial Planning Diploma and has a particular interest in Corporate Financial Planning.

David Murrell
Paraplanner

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

 

David joined the paraplanning team in July 2023 and is progressing towards his level 4 qualification.

Lucy Mawdesley
Paraplanner

Specialist Professional Qualifications:

Bachelor of Law with First Class Honours

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

 

Lucy joined Trafford and Houghton in June 2023. She has fitted well into the team and is working towards her level 4 qualification whilst expanding on her knowledge within the financial services industry.

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.

 

 

 

Contact Us:

Tel: 01772 825755    Email: admin@traffordandhoughton.com

14 Ribblesdale Place, Preston, PR1 3NA

Opening Times: Monday – Friday (8am – 4.30pm)