Nicola Downs is the Director
and Independent Financial Adviser. She has built the company
on the philosophy of openness and honesty that is so important
to her.
Nicola
has spent most of her working life in Financial Services and
has acquired invaluable experience and knowledge working in
the City prior to setting up her business in the Mole Valley.
Nicola has specialist qualifications in Corporate and Personal
Pensions, Taxation and Trusts, as well as Investment Portfolio
Planning. These Industry-recognised accreditations mean Nicola
is in the top 10% of Financial Advisers in the UK in terms
of professional qualifications.
“Working for myself has
allowed me to really focus on building long term relationships
with my clients that is good both for them and for the business.
The more you get to know your clients the better and more
relevant the advice becomes. I ensure that clients are well
aware of our undertakings for them and that a clear comprehensive
report is provided setting out all the salient points of my
advice.”
Nicola’s reputation for excellence has been recognised
beyond the boundaries of Dorking and the Mole Valley and she
regularly has articles
published in the national and local press.
She is a voluntary member of the Pensions Advisory Society
(PAS), which is a government sponsored agency set up to handle
pension disputes between employers and employees, and is a
committee member of the influential Personal Finance Society
(PFS).
Head of Operations & Client Services
Vicki Jolly is the Head of Operations & Client Services for Trentham Invest Ltd.
Vicki
has spent most of her 18-year working career in the Finance
and Insurance industry.
During this time she has demonstrated excellent client-relationship
management skills and as a consequence was fast track promoted
to Senior Account Manager in a major insurance company.
Vicki is highly efficient and organized, which enabled her
to ensure the smooth running of the Head Office of an International
Automotive Consultancy Company.
Vicki is the main-stay of the office, ensuring the efficient
running of the practice and client activities. Vicki is
available for new enquiries, making appointments, general
queries and a friendly face.
"Working with Trentham
Invest enables me to have the client contact that I enjoy
coupled with the satisfaction of knowing that a first class
service is being provided."
Nicola
has spent most of her working life in Financial Services and
has acquired invaluable experience and knowledge working in
the City prior to setting up her business in the Mole Valley.
Nicola has specialist qualifications in Corporate and Personal
Pensions, Taxation and Trusts, as well as Investment Portfolio
Planning. These Industry-recognised accreditations mean Nicola
is in the top 10% of Financial Advisers in the UK in terms
of professional qualifications.
Vicki
has spent most of her 18-year working career in the Finance
and Insurance industry.
