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Technology & ProgrammingWriting & TranslationDesignDigital MarketingVideo, Photo & ImageBusinessMusic & AudioMarketing, Branding & SalesSocial Media
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

Insights

Freelancer Buyer
Projects listed
6
Freelancers worked with
0
Last active
Jan 16 2021
Response time
instantly

Insights

Freelancer Buyer
Projects worked on
8
Buyers worked with
7
Last active
Jan 16 2021
Response time
instantly

Skills

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

Insights

Freelancer Buyer
Projects listed
6
Freelancers worked with
0
Last active
Jan 16 2021
Response time
instantly

Insights

Freelancer Buyer
Projects worked on
8
Buyers worked with
7
Last active
Jan 16 2021
Response time
instantly
Skills Insights

Insights

Freelancer Buyer
Projects listed
6
Freelancers worked with
0
Last active
Jan 16 2021
Response time
instantly

Insights

Freelancer Buyer
Projects worked on
8
Buyers worked with
7
Last active
Jan 16 2021
Response time
instantly
Skills Insights
finance consultingfinancial servicesadvice/consult and guidance
Industry expertise: Financial Services
  • Reviews
  • Purchases
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Hide feedback
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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