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    Kim Houghton

    Kim Houghton

    Paralegal and Financial Adviser

    Plymouth, United Kingdom

    English speaking

    I was an IFA for over 10 years. I was also a paraplanner for 5 years. I am currently a Financial Adviser. I have extensive investment, pension, transfer, IHT & trust knowledge...Read moreI was an IFA for over 10 years. I was also a paraplanner for 5 years. I am currently a Financial Adviser. I have extensive investment, pension, transfer, IHT & trust knowledge (DGT/LT/SIT) as well as wills, mortgage and probate experience.

    Help and assistance available for all financial advice related matters.

    Initial consultation available without charge.

    Fee agreed prior to commencement of any fee paying work.

      4.6
      (5)
      £50
      /hr
    Contact

    Skills

    finance consultingfinancial servicesadvice/consult and guidance
    Industry expertise: Financial Services

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    Freelancer Buyer
    Projects listed
    6
    Freelancers worked with
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    Last active
    Mar 23 2023
    Response time
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    Insights

    Freelancer Buyer
    Projects worked on
    8
    Buyers worked with
    7
    Last active
    Mar 23 2023
    Response time
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    Skills

    finance consultingfinancial servicesadvice/consult and guidance
    Industry expertise: Financial Services

    Insights

    Freelancer Buyer
    Projects listed
    6
    Freelancers worked with
    0
    Last active
    Mar 23 2023
    Response time
    instantly

    Insights

    Freelancer Buyer
    Projects worked on
    8
    Buyers worked with
    7
    Last active
    Mar 23 2023
    Response time
    instantly
    Skills Insights

    Insights

    Freelancer Buyer
    Projects listed
    6
    Freelancers worked with
    0
    Last active
    Mar 23 2023
    Response time
    instantly

    Insights

    Freelancer Buyer
    Projects worked on
    8
    Buyers worked with
    7
    Last active
    Mar 23 2023
    Response time
    instantly
    Skills Insights
    finance consultingfinancial servicesadvice/consult and guidance
    Industry expertise: Financial Services
    • Reviews
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    Need a preapp for under 5 year pension transfer
    • Emmaby Emma M.
    • Posted: 25 Mar 2014
    • 1
    • 15 May 2014 Emma M.
      Emma M.
      Manchester, GB

      Would definitely use again :)

    Be your remote paraplanner for IFA
    Be your remote paraplanner for IFA
    $30
    • Posted: 16 Sep 2013
    • 87% Positive
    • Sold: 1
    • 3
    • 02 Dec 2013 Craig F.
      Craig F.
      Colchester, GB

      Report completed in timely manner.

    • 17 Sep 2013 Craig F.
      Craig F.
      Colchester, GB

      Great work. Thank you

    • Show more feedback (1)
    I need someone to write suitabity reports for an I.F.A.
    • Davidby David E.
    • Posted: 18 Jan 2013
    • 0
    • 30 Jan 2013 David E.
      David E.
      City of London, GB

      Excellent work. Done with no fuss and on time. Highly recommended.

    Life insurance trust
    • Nicolaby Nicola M.
    • Posted: 27 Oct 2020
    • 0
      No result found
    Financial Presentations
    • Gedby Ged O.
    • Posted: 11 May 2020
    • 0
      No result found
    A paraplanner to look at a factfind and create a suitability report
    • Marjolaineby Marjolaine Q.
    • Posted: 3 Apr 2014
    • 0
      No result found
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