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 more

4.6
(5)
£50
/hr

Contact

Industry expertise: Financial Services

Insights

Freelancer Buyer

Projects worked on

Buyers worked with

Last active

May 07 2025

Response time

within a few days

Industry expertise: Financial Services

Insights

Freelancer Buyer

Projects worked on

Buyers worked with

Last active

May 07 2025

Response time

within a few days

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Are you experienced in trusts

by Najaf B.
Posted: 22 Jan 2025
0

Life insurance trust

by Nicola M.
Posted: 27 Oct 2020
0

Financial Presentations

by Ged O.
Posted: 11 May 2020
0

Be your remote paraplanner for IFA

^$30

Posted: 12 Aug 2014
87% Positive
Sold: 1
3

02 Dec 2013
Craig F.

Colchester, GB
Report completed in timely manner.
17 Sep 2013
Craig F.

Colchester, GB
Great work. Thank you

A paraplanner to look at a factfind and create a suitability report

by Marjolaine Q.
Posted: 3 Apr 2014
0

Need a preapp for under 5 year pension transfer

by Emma M.
Posted: 25 Mar 2014
1

15 May 2014
Emma M.

Manchester, GB
Would definitely use again :)

I need someone to write suitabity reports for an I.F.A.

by David E.
Posted: 18 Jan 2013
0

30 Jan 2013
David E.

City of London, GB
Excellent work. Done with no fuss and on time. Highly recommended.