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
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
Diploma in Financial Planning – RO4 Pensions & Retirement Planning