Nicola has an innate ability to decode jargon and understand the figures to get to the heart of what really matters. As well as providing financial clarity and confidence for her clients she has become a highly respected adviser within the financial services industry. Nicola regularly appears in national and industry press.
Having acquired invaluable experience and knowledge through working in the City of London, in 2003 Nicola set up independent financial advisers, Trentham Invest in Dorking, Surrey.
She now leads a vibrant team of financial professionals dedicated to preserving and growing their clients’ wealth, managing over £40 million of investments.
Nicola is committed to personal professional development and in addition to the minimum standard for IFA’s also has specialist qualifications in:
- Corporate and Personal Pensions
- Taxation and Trusts
- Personal Investment Planning
- Pension Funding Options
- Pension Income Options
Nicola is a voluntary member of the Pensions Advisory Society (PAS), 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).
Client Review Manager
Jaimee works in the heart of the client team ensuring Trentham Invest clients have a friendly face to support them at reviews and implementation of agreed ways forward. Jaimee takes Nicola’s new ideas and transfers them into something tangible. The combination of paper, pen and technology serves them really well.
Outside Trentham, Jaimee has her hands full with her three-year-old little girl, Lily. Together they enjoy anything messy and spending time outdoors in the beautiful countryside.