Trafford & Houghton Financial Planning

Trafford & Houghton Financial Planning

Financial-Services

Preston, Lancs
Industry Category
Financial-Services
Company Description

Trafford & Houghton Financial Planning is a leading provider of independent financial advice, based in the vibrant business sector of Preston, Lancs. As an independent firm, Trafford & Houghton Financial Planning maintains the freedom to research and select the most suitable products from virtually the entire UK Financial Services Market, ensuring clients receive tailored solutions for their unique financial goals. With a dedicated team of advisors boasting over 63 years of combined experience, Trafford & Houghton Financial Planning prioritizes exceptional customer service, fostering strong client relationships and earning referrals from satisfied customers.

Trafford & Houghton Financial Planning provides comprehensive advice across a wide spectrum of financial areas, including wealth planning, retirement planning, tax planning, and personal and business protection. The firm's commitment to client-centric advice is evident in their collaborative approach, working closely with local solicitors and accountants to deliver holistic financial strategies. Located at 25-27 Ribblesdale House, 14 Ribblesdale Place, Preston, Lancs PR1 3NA, GB, Trafford & Houghton Financial Planning continues to strengthen its reputation as a trusted partner in achieving financial security.

At Trafford & Houghton Financial Planning, a passion for providing independent, unbiased advice drives every action. The firm’s focus remains on building lasting relationships and empowering clients to achieve their long-term financial aspirations. The team is dedicated to providing clear, concise, and actionable guidance, ensuring clients feel informed and in control of their financial future. We invite you to contact Trafford & Houghton Financial Planning to explore how we can help you achieve your financial goals and create a customized and exclusive company showcase and product listing on our platform.

Key Personnel / Employees
Jamie McLean

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Founded Year
2013
Company Size
2-10 51-200 11-50
City
Preston, Lancs Orlando, Florida Newcastle upon Tyne, England Burnley, Lancashire
Country
United States United Kingdom United Kingdom
Skills & Keywords Comparing with main company
12 Total Skills
financial planning wealth management retirement planning tax planning investment advice financial services independent advisor Wealth Planning Retirement Planning Tax Planning Personal Protection Business Protection
12 Total 12 Unique
Unique Skills:
Asset Protection Estate Planning Family Office Services Financial Planning Income Planning Investing +6
3 Total 3 Unique
Unique Skills:
Employee Benefits Estate & Protection Planning Investment Planning
10 Total 10 Unique
Unique Skills:
Estate Planning Financial Advice Financial Planning Inheritance Tax Planning Intergenerational Wealth Mortgages +4
4
Total Companies
2013
Oldest Founded
2
Countries
35
Unique Skills

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Alternative Company Names

This company is also known as

Trafford & Houghton Financial Planning 特拉福德和霍顿财务规划 (Tèlāfúdé hé Huòdùn Cáiwù Guīhuà) ट्राफर्ड एंड हॉटन फाइनेंशियल प्लानिंग (Trāpharad ā̃d Hōtãn Financial Plāñĩg) ترافورد آند هوتون للتخطيط المالي (Trāfūrd ānd Hūtan lil-Takhtīṭ al-Mālī) ট্রাফোর্ড অ্যান্ড Houghton ফিনান্সিয়াল প্ল্যানিং (Trāphārād ā̃d Houghton Financial Plāñĩg)