Our Advisers

Martin Richard Houghton

Director

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

 

William Pinder

Financial Planner

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

 

Ian James Trafford

Director

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
Advanced Diploma in Financial Planning – AF7 Pension Transfers

 

Contact Us:

Tel: 01772 825755    Email: admin@traffordandhoughton.com

14 Ribblesdale Place, Preston, PR1 3NA