Our Advisers
Ian James Trafford
Director / Financial Planner
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
Martin Richard Houghton
Director / Financial Planner
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