Nicola Downs, business principal and independent financial adviser (IFA) has industry recognised accreditations that place her in the top 5% of UK financial advisers. Nicola's reputation for excellence has been recognised beyond the boundaries of the Mole Valley. Establishing a business has allowed me to really focus on the importance of building long term relationships with my clients as well as other professional services where synergy exists.
My unique ability is. Questioning everything and assuming nothing in order to get to the heart of the problem, communicating clearly and simply what is possible in a language people understand, with the result that they know they are doing absolutely the right thing and it is exactly what I would do if it were my own money.
My unique ability is. Questioning everything and assuming nothing in order to get to the heart of the problem, communicating clearly and simply what is possible in a language people understand, with the result that they know they are doing absolutely the right thing and it is exactly what I would do if it were my own money.
Services
Passionate about pensions and anything with '' sign in front of it, straight talking and pioneering, Nicola is renowned for solving complex financial problems. A former tennis champion, outside work Nicola also loves horse riding and running with her dogs Herman and Bentley.
FPC - Financial Planning Certificate - (referred to now as: Level 3) Originally developed for financial advisors, to provide a broad based knowledge of key topics for financial planning, this qualification has 3 component parts:.AFPC - (Advanced Financial Planning Certificate) - In order to complete this qualification Nicola had to obtain three units:.
FPC - Financial Planning Certificate - (referred to now as: Level 3) Originally developed for financial advisors, to provide a broad based knowledge of key topics for financial planning, this qualification has 3 component parts:.AFPC - (Advanced Financial Planning Certificate) - In order to complete this qualification Nicola had to obtain three units:.
Trentham Invest Ltd is based in Dorking, Surrey in the heart of the beautiful Mole Valley only 5 minutes from the M25. The company specialises in providing relationship based independent financial advice. In short, this means we work to understand what is really important to you, both now and in the future, and we work with you to help bring this about.
If you wish to register a complaint, please write to Trentham Invest Ltd, Blackbrook House, The Dorking Business Park, Station Road, Dorking, Surrey RH4 1HJ, email enquiries@trenthaminvest.co.uk, telephone 01306 881999 or fax 01306 881699.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.We comply with the General Data Protection Regulations in keeping your data safe and secure.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.We comply with the General Data Protection Regulations in keeping your data safe and secure.
Take J9 off the M25. Follow signs to Dorking, which will take you down the A24. Approaching Dorking you will pass the Burford Bridge Hotel on your left hand side, and then Denbies Vineyard on your right hand side. Go straight over the (Olympic cyclist) roundabout. At the next lights turn right. You will see The Ashcombe School on your left as you drive up Ashcombe Road (A2003 towards Guildford).
Initial telephone assessments are both free of charge and without obligation. This will enable us to advise you if we can resolve your problem or not. If appropriate we will then arrange an initial consultation. This is 100 for an hour. We guarantee to pay your money back if you are not satisfied with the meeting in any way.
Reviews (10)
Lynne Erskine-Booth
May 25, 2021
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Worked at Trentham Invest for 5 weeks (sometimes 10 hour days!) and am having to fight through ACAS to get the money that is owed to me, along with my pay slips! Nicola is a bully, unprofessional, rude and treats her staff with utter disrespect. No one stays which says everything about who she is!!!! 5 people resigned within a 9 week period Feb-Apr 2021! FCA....fit and proper she isn't, she's an utter disgrace as an employer and should be completely avoided at all costs!!
Nicola takes no responsibility for her behaviour. Everyone who leaves this company can't be wrong!!
Nicola takes no responsibility for her behaviour. Everyone who leaves this company can't be wrong!!
Karl Liparoti
May 01, 2021
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Trentham have been looking after my pension investment and providing excellent advice and guidance since 2013 and been doing an excellent job. Our relationship started with me being very sceptical of the value that they could provide despite me knowing virtually nothing about pensions or investments in general. They quickly earned my trust and respect and have helped me exceed my goals and expectations. All the hard working staff at Trentham have my respect and Nicola Downs in particular.
Stuart Gunn
Apr 26, 2021
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Ken Claridge
Mar 25, 2021
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I have been a client of Trentham Invest since 2006 and all my pension affairs and other investments have been professionally managed by them ever since.
I wanted to post this for all the people who face the Lifetime Allowance test at age 75. I had no idea that this was a 'thing'. I asked Nicola Downs for help to assist my understanding of what it means. She supplied a most comprehensive report. The document was very well organised with an easy to understand index and and it flows really well. This enabled me to be able to make choices based on sound financial knowledge. She put my mind at rest
I wanted to post this for all the people who face the Lifetime Allowance test at age 75. I had no idea that this was a 'thing'. I asked Nicola Downs for help to assist my understanding of what it means. She supplied a most comprehensive report. The document was very well organised with an easy to understand index and and it flows really well. This enabled me to be able to make choices based on sound financial knowledge. She put my mind at rest
Simon Willcox
Jul 12, 2020
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Sarah Challenor
Dec 22, 2019
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We work with Trentham on providing some support services. The processes Nicola has set up are extremely thorough and she drives to have the client interest at the centre of the work performed. I have found her very professional in the delegation of the work and ensuring we understand how to complete work
Paul W.
Dec 16, 2019
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My experience as a client of Trentham Invest is excellent. Nicola Down’s approach is to thoroughly tailor her advice and recommendations to the individual circumstances of each client, by gaining an in-depth understanding of one’s current circumstances, future expectations and needs.
Her advice is clearly presented in a written report and fully explained in a face to face meeting. I was invited to ask questions and to voice my thoughts on the advice presented in order that we could reach a joint conclusion and agreed way forward.
In my experience, Trentham Invest’s fees are competitive
Her advice is clearly presented in a written report and fully explained in a face to face meeting. I was invited to ask questions and to voice my thoughts on the advice presented in order that we could reach a joint conclusion and agreed way forward.
In my experience, Trentham Invest’s fees are competitive
Luke Reid
Nov 09, 2019
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I worked for Trentham for just over a year. For the most part it was a company of 7 people but during my 13 months of being with the company i saw 12 people leave!! The sole reason for leaving in EACH and EVERY case was the treatment of staff by the managing director, Nicola Downs. Miss Downs treats each member of staff in a disrespectful and rude manor, often shouting at employees and belittling them in front of each other. I, alongside a long list of clients saw this behaviour on a daily basis and found it frankly disturbing. In almost every incident of a member of staff leaving it was on bad
Simon Watkins
Aug 14, 2019
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I have used, relied upon and trusted Trentham Invest for nearly 7 years now and found them to be very efficient. Nicola, who owns the company, is extremely knowledgeable about all financial matters that I have been involved in and I trust her implicitly.
She is very up to date on what is going on, meets up with fund managers regularly and has her fingers firmly on the pulse.
Thoroughly recommend her for investment management and advice.
She is very up to date on what is going on, meets up with fund managers regularly and has her fingers firmly on the pulse.
Thoroughly recommend her for investment management and advice.
Jeremy Adams
Jul 25, 2017
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I am very unhappy with the service offered and the fees charged. Trentham have tried to charge me in excess of £19000 (2.7%) for a final salary pension transfer which I am able to get completed for £7000 (1%) from many other ‘reputable’ financial advisers. A fee of £1000 has already been paid for which I received some basic advice at best and I have reported them to the Financial Services Ombudsman. Nicola tells a good story when it comes to a FSPT but her charges are extortionate and not revealed until you have already invested time and money with them. AVOID THEM AT ALL COSTS.
