Born in Sunderland and educated at the Royal Masonic School for Girls in Rickmansworth.
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:
FPC 1 - Regulation and compliance.
FPC 2 - Protection, savings and investment products.
FPC 3 - Identifying and satisfying client needs.
AFPC - (Advanced Financial Planning Certificate) – In order to complete this qualification Nicola had to obtain three units:
1) G60 - Pension (CII) - Enhanced general pension knowledge, particularly in pension transfer and opt out business.
2) G10 - Taxation and Trusts (CII) - Assessed knowledge and
understanding of the UK tax system, the law and practice
of trusts, but also ability to advise individual clients
on the tax treatment of their investments and use of trusts
to meet their current and foreseeable futures needs.
3) G20 - Personal Investment Planning (CII) - Assessed
knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable needs.
JO4 - Pension Funding Options (CII) - Be able to demonstrate an understanding of the main tax and
legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer analysis; state retirement benefits available, including risks and suitability of contracting out of the State Second Pension.
JO5 - Pension Income Options - Be able to demonstrate an understanding of the process of decumulating pensions funds and the main issues for clients and advisers; main choices facing members of pension schemes during decumulation; features, risks and tax treatment of unsecured pension options; features; risk and tax treatment of phased retirement and tax treatment of the alternatively secured pension option.
PFS - Personal Finance Society Diploma - Required attaining at least 140 credits with at least 80 at
diploma level. Ability to demonstrate a high level of expertise with specialist knowledge of financial products, providing detailed analysis of financial information and devise solutions to complex financial problems.
Helen is from the county of Cumbria and has recently relocated to Surrey. She brings with her a wealth of experience within Accounting.
Helen's understanding of financial and business control helped elevate her last company from a small business to a multi-million-pound success story. Her no-nonsense approach to financial reporting ensures the company's finances are accurately reported. This will allow Nicola and the team to focus on the continued growth of Trentham Invest.
You can often find Helen and her family at the races - trying to spot potential winners!
Client Review Manager
Jaimee works in the heart of the client team ensuring Trentham Invest clients have a friendly face to support them at reviews and implementation of agreed ways forward. Jaimee takes Nicola's new ideas and transfers them into something tangible. The combination of paper, pen and technology serves them really well.
Outside Trentham, Jaimee has her hands full with her three year old little girl, Lily. Together they enjoy anything messy and spending time outdoors in the beautiful countryside.
Darren previously worked for Partnership where he was involved in the annuities and protection sectors. He achieved a CII award in Financial
Administration and has the RO2 qualification - Investment Principles and Risk.
He joined Trentham and saw it as a progressive and growing company where he could develop and grow with the company. Nicola invited Darren to join the team as he is very methodical, meticulous and considered.
Outside work, Darren enjoys watching sports, travelling and cars.
Client Review Manager
I was born in the UK and then attended Boarding School in Zambia. It was there I expanded my love for food. I also played football, basketball and netball which taught me the importance of a team mentality and reaping the rewards of working together.
I successfully acquired a Masters' Degree in Wealth Management from Queen Mary, University of London.
The place where I learned the most was at the London Eye where I re-designed the customer photograph experience to ensure a successful, well-oiled operation.
To continue my love of football, I follow Arsenal Football team.