Financial confidence by design.

Pensions can often seem complicated, confusing and frustrating. We can make sense of them for you.

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Safeguard your wealth for you and your family, now and in the future.

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Is your money working as hard as it should? Agree an investment strategy and maximise returns.

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We work hard to understand your financial goals and what is really important to you.

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Financial Services in Surrey
Investment Planning, Wealth Management and Pension Advice

Welcome to Trentham Invest – your trusted partner in financial services. We're here to unravel the complexities of finance and empower you to make informed decisions with confidence. Our expert team simplifies intricate concepts and tailors them to your needs, whether you're seeking investment planning, wealth management, or long-term strategies guided by a reliable pension advisor. Offering comprehensive financial guidance and investment management across Surrey and the wider UK, we’re here to support your journey.

If you’re ready to take control of your financial future, please contact our team via telephone or email. Additionally, we invite you to review our case studies or visit our dedicated services pages to learn more about our offerings, which include:

Financial Advice
Financial Strategy
Asset Protection
Portfolio Management
Retirement Planning
Pension Consolidation
Tax Services

Pensions

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Investment Planning

Investment Planning

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investment management

Wealth Management

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Area Of investment

Newsletters

From Identification to Implementation

Step 1: Identification

Press articles
Case studies
Website
Client testimonials
Brochure
Accountants, solicitors
Seminars
www.unbiased.co.uk
www.thepfs.org

Step 2: Assessment

Enquiry
Telephone call
Telephone appointment
Questions for you to complete
Outline of your personal and financial situation
Book a discovery meeting
Appointment letter and map sent

Step 3: Discovery

Initial meeting
Visions, values, goals
Problems/frustrations
Ideal relationship
Are we right for each other?
Our knowledge, wisdom and experience

Step 4: Proposal

Proposal letter outlining how we can work together
Follow-up telephone calls/emails/letters

Step 5: Instruction

7-10 days

Written instructions from you to proceed
You sign documents to proceed
Deposit a cheque to start work

Step 6: Analysis

4-6 weeks

We gather detailed facts and information
Preparation of detailed financial situation
Report – outlining options to achieve objectives
Outline our recommended way forward for you

Step 7: Options

2-hour meeting

Discuss our findings face-to-face
Written report - outlining your options to achieve your objectives
Agree on a way forward for you
Agree on what to implement for you

Step 8: Implementation

4-6 weeks

Complete paperwork to build/create your plan
Process paperwork
Audit the movement of monies from one place to another as agreed
Obtain certificates of investment as appropriate
Report sent bound with copies of all signed documentation

For financial services you can trust, look no further than Trentham Invest. Whether you need a pension advisor for smart investment planning or investment management to help you achieve your goals, our independent wealth management services will help you secure your future. Predominantly serving clients across Surrey, please contact us to learn more about our services.

ABOUT

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Nicola Downs

Company founder, Independent Financial Advisor, Nicola Downs has knowledge and experience gained from 30 years reading detailed investment and pension statements and helping clients cut through the complexity to get the best outcome.

Nicola’s skills are best described by these 5 strengths:

Activator
Turns thoughts into action
Maximiser
Seeks to transform something strong into something superb
Relator
Enjoys close relationships with others
Belief
Has core values that are unchanging
Achiever
Hard worker who loves to be busy and productive.

Financial Services in SurreyInvestment Planning, Wealth Management and Pension Advice

Financial Advice

Financial Strategy

Asset Protection

Portfolio Management

Retirement Planning

Pension Consolidation

Tax Services

Securing Your Financial Future

Is this you?

From Identification to Implementation

Step 1: Identification

Press articles

Case studies

Website

Client testimonials

Brochure

Accountants, solicitors

Seminars

Step 2: Assessment

Enquiry

Telephone call

Telephone appointment

Questions for you to complete

Outline of your personal and financial situation

Book a discovery meeting

Appointment letter and map sent

Step 3: Discovery

Initial meeting

Visions, values, goals

Problems/frustrations

Ideal relationship

Are we right for each other?

Our knowledge, wisdom and experience

Step 4: Proposal

Proposal letter outlining how we can work together

Follow-up telephone calls/emails/letters

Step 5: Instruction

Written instructions from you to proceed

You sign documents to proceed

Deposit a cheque to start work

Step 6: Analysis

We gather detailed facts and information

Preparation of detailed financial situation

Report – outlining options to achieve objectives

Outline our recommended way forward for you

Step 7: Options

Discuss our findings face-to-face

Written report - outlining your options to achieve your objectives

Agree on a way forward for you

Agree on what to implement for you

Step 8: Implementation

Complete paperwork to build/create your plan

Process paperwork

Audit the movement of monies from one place to another as agreed

Obtain certificates of investment as appropriate

Report sent bound with copies of all signed documentation

Financial Services in Surrey
Investment Planning, Wealth Management and Pension Advice