About us

We believe in predictability

Financial confidence by design

We challenge conditioned thinking in order to maximise every possible opportunity.
This provides the freedom to enjoy life in complete confidence.

Financial confidence

We free up professional experts to thrive in a financial world of rapid change and unpredictability.

We de-mystify and translate the complexity of pensions, allowing you to thrive in your world of expertise.

We maximise your resources and hard-earned wealth so you can enjoy life, confident you are doing the best with what you have.

Our unique ways

We unravel: separating the elements into their constituent parts then putting them into a logical order.

We de-mystify: translating the jargon and gobble de gook into your language, plain English, so you understand the game you’re playing.

We maximise: building something useful and purposeful for you.

Your reward

Using each piece of your portfolio, we’ll build a bespoke model that will see you achieve your goals, be confident in the choices that you make, be empowered, and have a clear vision and clear path for the future.

We will build, create and put in place a system for maintenance, so your finances are operating at their best, and a proactive approach to take advantage of opportunities, way ahead of deadlines.

We will provide the flexibility to change the model at any time to better suit you and your needs.

Nicola Downs, company founder

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:

ActivatorTurns thoughts into action
MaximiserSeeks to transform something strong into something superb
RelatorEnjoys close relationships with others
BeliefHas core values that are unchanging
AchieverHard worker who loves to be busy and productive.

Your finances, clear as a picture!

Nicola’s other strength is how she and the team deliver your financial reports and solutions to you. After the extensive research phase of your financial issues, a report is prepared. As you would expect these reports are often lengthy and complex. To help you understand the results fully and without getting bogged down by industry jargon, your situation is also presented to you visually with a simple illustration.

It’s a unique approach that customers value very highly.

Trentham Invest financial chart

Pensions
 

Pensions

Reshape, reorder and demystify the jargon to take charge of your pension pots.

Protection
 

Protection

Safeguard your pensions and investments with our expert advice.

Investments
 

Investments

Get an investment strategy for long-term stability and peace of mind.

Case Studies

Examples of typical scenarios and their outcomes.


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Testimonials

Hear what our clients say about working with us.


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Is this you? If so, get in touch

You’ve accumulated a financial estate of complexity for yourself.

You consider professional relationships as an investment, not a cost.

You desire a clear vision for a secure financial future.