Trentham Invest Ltd - Dorking

Caroline N.

I am someone who kept on putting off sorting out my pension. Nicola Downs was recommended by a good friend. Great recommendation! Nicola worked alongside me throughout in a way that made me feel at ease.

Nicola is pragmatic, down to earth and backs up all her financial recommendations with factual evidence. My pension is now sitting comfy in a "steady as she goes" scheme. I can rest easy now!

Nicola has a highly competent back up team who are also very approachable. The team worked as one, keeping me up to date at each stage of the pension transfer process.

Many thanks, Caroline Nickerson

Karl L.

Trentham have been looking after my pension investment and providing excellent advice and guidance since 2013 and been doing an excellent job. Our relationship started with me being very sceptical of the value that they could provide despite me knowing virtually nothing about pensions or investments in general. They quickly earned my trust and respect and have helped me exceed my goals and expectations. All the hard working staff at Trentham have my respect and Nicola Downs in particular.

Ken C.

I have been a client of Trentham Invest since 2006 and all my pension affairs and other investments have been professionally managed by them ever since.

I wanted to post this for all the people who face the Lifetime Allowance test at age 75. I had no idea that this was a 'thing'. I asked Nicola Downs for help to assist my understanding of what it means. She supplied a most comprehensive report. The document was very well organised with an easy to understand index and and it flows really well. This enabled me to be able to make choices based on sound financial knowledge. She put my mind at rest regarding tax exposure and what my outings were going forward.

The table at the end showed the LTA exposure and it nearly pulled all the data together.

I have always found that Trentham Invest have invested wisely and the advice has been sound. I have had a consistent return even in the bad recessionary times. Nicola lays it on the line and helps you make an informed decision.

Paul W.

My experience as a client of Trentham Invest is excellent. Nicola Down’s approach is to thoroughly tailor her advice and recommendations to the individual circumstances of each client, by gaining an in-depth understanding of one’s current circumstances, future expectations and needs.

Her advice is clearly presented in a written report and fully explained in a face to face meeting. I was invited to ask questions and to voice my thoughts on the advice presented in order that we could reach a joint conclusion and agreed way forward.

In my experience, Trentham Invest’s fees are competitive and very good value considering the level of detailed advice provided.

I have no hesitation in recommending Nicola Downs and Trentham Invest as an excellent financial adviser.

simon W.

I have used, relied upon and trusted Trentham Invest for nearly 7 years now and found them to be very efficient. Nicola, who owns the company, is extremely knowledgeable about all financial matters that I have been involved in and I trust her implicitly.
She is very up to date on what is going on, meets up with fund managers regularly and has her fingers firmly on the pulse.
Thoroughly recommend her for investment management and advice.

Sarah C.

We work with Trentham on providing some support services. The processes Nicola has set up are extremely thorough and she drives to have the client interest at the centre of the work performed. I have found her very professional in the delegation of the work and ensuring we understand how to complete work

Jeremy A.

I am very unhappy with the service offered and the fees charged. Trentham have tried to charge me in excess of £19000 (2.7%) for a final salary pension transfer which I am able to get completed for £7000 (1%) from many other ‘reputable’ financial advisers. A fee of £1000 has already been paid for which I received some basic advice at best and I have reported them to the Financial Services Ombudsman. Nicola tells a good story when it comes to a FSPT but her charges are extortionate and not revealed until you have already invested time and money with them. AVOID THEM AT ALL COSTS.

Stuart G.

Trentham Invest have been looking after my pension portfolio since 2004. Over the years Nicola Downs has always been very professional and knowledge giving helpful and relevant advice and continues to do so. I would definitely recommend Trentham Invest