Our Advisers

Our Director Ian has worked in financial services his entire working life. He has an advanced diploma in his specialist subject Pensions.

Ian spends his weekends watching football and spending time with his family and if he’s any spare time, he’s planning his next trip to Florida.

Specialist professional qualifications
Financial Planning Certificate (papers 1, 2 & 3)
Certificate in Mortgage Advice and PracticeDiploma 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

Will has been an adviser with Trafford & Houghton since 2008. He has a farming background but soon turned his hand to all things financial.

He has built up excellent long term relationships with clients and staff alike.

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

Award in Long Term Care Insurance – CF8

Daniel Carson

Financial Planner

Having worked for HMRC for many years, Daniel made a seamless transition to working as a trainee IFA with Trafford & Houghton in May 2025, using his specialist tax knowledge to help clients.

With effect from March 2026, he has now achieved competent adviser status and is fully qualified as an IFA.

Daniel has achieved the Level 4 Diploma in Financial Planning.

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

Diploma in Financial Planning – RO4 Pensions & Retirement Planning

Diploma in Financial Planning – RO5 Financial Protection

Diploma in Financial Planning – RO6 Financial Planning Practice