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.
This first discussion will take approximately an hour and help establish the basis for an ongoing open relationship.
To enable clients to benefit
from ongoing financial guidance we offer Private Client Review
Arrangements. It is the ongoing expansion of this aspect of
the business that has enabled Trentham Invest Ltd to improve
the range of services available.
Fees payable for this service
Trentham Invest will charge up to 1% of the funds under management.
Total minimum investment - £100,000.
If total investments are less than £100,000
an annual fee to be agreed.
Note: any additional services
will be priced separately and confirmed in writing in advance
of any work being undertaken.