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.
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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:.
About Trentham Invest
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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.
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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.
Contact details and how to find us
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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).
Trentham Invest fees
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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.
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