• Our Admin Team

    Hayley Carson
    Senior Paraplanner

    Hayley has been with Trafford and Houghton since 2011 and is such an important member of the team. She is now fully qualified and the font of all knowledge within the office space.
    Hayley is a wonderful, hard-working, conscientious individual. Outside of work Hayley’s world revolves around her family whether it’s days out, gymnastics or holidays.
    Hayley has achieved the Level 4 Diploma in Financial Planning.
    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 – RO2 Investment Principles and Risk
    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

     

    Isla Carefoot
    Trainee Financial Administrator

    Isla joined Trafford & Houghton in August 2024 following completion of her A-Levels. She has recently started studying for RO1 UK Financial Services, Regulation & Ethics exam as part of her apprenticeship.

    Isla likes to spend her weekends enjoying being young whether it’s concerts or going out socialising with friends. Isla also is a regular at the gym.

    Jamie McLean
    Paraplanner

    Following a successful start in financial services in Leeds, Jamie has moved back to Preston to be with his partner.

    Jamie enjoys work and spends his spare time playing or watching sports and socialising with friends.

    Specialist professional qualifications

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

    Diploma in Financial Planning – RO5 Financial Protection

    Daniel Carson
    Trainee IFA

    Having worked for HMRC for many years, Daniel has made a seamless transition to trainee IFA, using his specialist tax knowledge to help clients.

    Daniel is being mentored by our directors as he continues his journey to being 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

     

     

    Contact Us:

    Tel: 01772 825755    Email: admin@traffordandhoughton.com

    14 Ribblesdale Place, Preston, PR1 3NA

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