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Trentham Invest
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About Us

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. Although we provide advice on a wide range of financial matters, we have particular expertise in the areas of Pensions and Investments.

What distinguishes us from other financial advisers is that we focus on genuine ongoing personal service, founded upon detailed market expertise and appropriate professional qualifications.

Our business philosophy is that financial planning is about what is right for you, our client, and not just the promotion of investment products.

The mole was felt to be the most appropriate corporate identity for us, not just because of our location, but also because it conveys our commitment to providing a warm, friendly and thorough service. It is this philosophy that is so important to Nicola Downs, Director of Trentham Invest Ltd, and one that her clients really appreciate.

“I measure the success of this philosophy not by how many new clients we attract, but by the number of existing clients who have stayed with us year after year. I make financial planning personal and practical which helps to ensure our advice is as effective as possible”.

Starting from scratch: how to build a new advice firm

"Pensions have become so complicated that I have erred on investing in things I understand. Since my discussions with Nicola, overall I feel much clearer about my general financial picture. Rick Paris, Ellis Atkins Accountants"
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Tel: 01306 881999
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Trentham Invest ltd is Authorised and Regulated by the Financial Services Authority. registration number 218325.
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