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At Trafford & Houghton Financial Planning Ltd, we are a team of experienced and passionate independent financial advisors based in the heart of Preston. With over a century of combined experience, we provide tailored financial planning solutions to individuals and families across the North West.
Our Mission
Our mission is to empower our clients to achieve their financial goals and address their anxieties through personalized guidance and support. We believe in open communication, collaborative planning, and proactive action to ensure your financial well-being.
Our Expertise
Our team of qualified and experienced financial planners work across a broad range of areas, including:
- Protection: Implementing robust insurance plans to safeguard your finances against unforeseen circumstances.
- Savings & Investments: Developing a tailored investment portfolio aligned with your individual risk tolerance and goals.
- Pensions: Maximizing your contributions and ensuring you take full advantage of available pension schemes.
- Financial Planning: Creating a comprehensive plan that addresses all aspects of your financial life, including budget planning, debt management, and estate planning.
Client-Focused Approach
We take a client-centered approach to financial planning, focusing on understanding your unique needs, aspirations, and anxieties. We actively listen to your concerns and work collaboratively with you to develop a plan that aligns perfectly with your goals.
Building Relationships
We pride ourselves on building strong and lasting relationships with our clients. Our dedicated team provides exceptional customer service, ensuring you receive clear and concise explanations every step of the way. We believe in open and honest communication, ensuring you feel empowered and informed throughout your financial journey.
Our Values
Our core values underpin our client-centered approach:
- Integrity: We act with transparency and adhere to the highest ethical standards.
- Professionalism: We leverage our expertise and resources to deliver insightful and impactful solutions.
- Client-Focusedness: Your needs and goals are our top priority.
- Sustainability: We advocate for long-term planning and financial security.
Author Review Summary
The review by Turton Wines, rated with a 5-star rating, expresses great satisfaction with the advice received from Trafford and Houghton. Anne Pearson, the advisor, is particularly commended for providing clear and understandable advice, free of jargon. The reviewer felt comfortable and appreciated the simplicity of the explanations provided.
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