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”.
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