Empowering you to make your own financial decisions
At Trentham Invest, we're passionate about helping individuals navigate the complexities of their financial lives. We believe everyone deserves clarity and control over their finances, particularly when it comes to their retirement savings and investments.
Our Vision
Our vision is to empower individuals to take charge of their financial future by providing clear, accessible guidance and personalized solutions. We strive to demystify financial concepts, making them easy to understand and navigate.
What We Do
We offer a comprehensive range of services to meet your individual needs, covering:
Pensions
- Preserving and maximizing your existing pension pots
- Simplifying state pension forecasts and gaps
- Addressing Lifetime Allowance concerns and drawdown options
- Negotiating excess treatment and ensuring proper tracking
Investments
- Developing a personalized investment strategy based on your goals and risk tolerance
- Providing guidance on managing investment concerns and maximizing returns
- Simplifying the process of ISA top-ups and emergency fund management
Protection
- Safeguarding your finances through expert estate planning and power of attorney services
- Providing guidance on protecting your assets and mitigating potential risks
Our Approach
Our unique approach involves:
- Understanding your individual needs and goals: We take the time to sit with you and understand your specific concerns, aspirations, and financial situation.
- Providing clear and concise explanations: We explain financial concepts in simple terms, ensuring you understand the options available to you.
- Giving you control: We encourage you to ask questions and make informed decisions regarding your financial future.
Why Choose Trentham Invest?
With over 10 years of experience and a portfolio of over 100 million under our management, we have a proven track record of success in helping our clients achieve their financial goals. Our dedication to personalized service, clear communication, and innovative solutions has earned us a high client retention rate.
Contact us today to schedule a complimentary consultation and discover how Trentham Invest can empower you to take control of your financial future.Positive Comments
Trentham Invest has received overwhelmingly positive feedback from clients and contractors, praising Nicola Downs for her professionalism, knowledge, and excellent advice. They appreciate the thorough and personalized service, finding her to be trustworthy and reliable.
Negative Comments
However, there are serious concerns regarding Nicola's treatment of staff and external suppliers. Employees have reported bullying, rudeness, and unfair treatment, leading to high staff turnover. External suppliers have also faced aggressive behavior and unfair payment practices.
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