Our Admin Team
Hayley Carson
Senior Paraplanner
Certificate in Financial Services – CF1 UK Financial Services, Regulation & Ethics
Award in Financial Administration – FA1 Life Office Administration
Award in Financial Administration – FA2 Pensions Administration
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
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.
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
Diploma in Financial Planning – RO4 Pensions & Retirement Planning
James Cartwright
Paraplanner
James joined Trafford & Houghton in May 2026, having originally entered the industry in 2019. He has worked for both an investment platform and a financial planning firm, where he served as an Associate Portfolio Manager and voting member of the Investment Committee. His move into financial planning reflects a long‑standing ambition to provide clients with truly holistic, personalised advice.
Outside of work James loves watching most sports, in particular football and cricket – and spending time with his young family.
Specialist professional qualifications
Investment Management Certificate (IMC) – Unit 1 Investment Environment (CFA UK)
Investment Management Certificate (IMC) – Unit 2 Investment Practice (CFA UK)
International Certificate in Wealth & Investment Management (CISI)
Investment Advice Diploma – Securities (CISI)
Diploma in Financial Planning – RO1 UK Financial Services, Regulation & Ethics (CII)
Diploma in Financial Planning – RO2 Investment Principles and Risk (CII)
Diploma in Financial Planning – RO5 Financial Protection (CII)
Benjamin Jackson
Trainee Financial Administrator
Ben recently graduated from university with a First-Class degree in Banking and Finance, where financial planning formed part of his studies and sparked his interest in the industry. He is eager to begin his career at Trafford and Houghton, where he can continue developing his skills and knowledge on the sector.
Outside of work, he enjoys watching sport, attending festivals, and traveling the world.