Nicola Downs Presentation 1 st March 2012 The Welcome Good evening… and a very warm welcome to everyone! I hope that you’ve been received royally, at the end of your journey to this historic building – The White Horse Hotel – here in the very centre of all that is quintessentially English… Dorking, the jewel in the Mole Valley! It’s so lovely to see many familiar faces gathered together… as well as new ones Welcome to the Trentham Invest Family! Breaking With Precedent Now… It may be 4 years since we last created the opportunity to meet with everyone… It may be 3 years since the opening of our spanking new, custom-designed office suite… However, Before I introduce our guest speaker, Charles Payne… I’m going to enjoy breaking a few rules and protocols. (Pause here) I’m going to do away with what’s often expected from speakers… Firstly (you’ll be delighted to hear)… I’m not going to start my comments with a joke! If you’d like a truly good chuckle this week… I strongly recommend that you see the film “The Best Exotic Marigold Hotel”. You’ll love it! Next, I’d like NOT to prattle on in the way most companies do when reviewing their progress…. …I’d like NOT to try your patience with all the reasons why we think we’ve become the Bees Knees of financial planning in Mole Valley (well not yet, anyway) 120301 Nicola Downs Presentation 1 st March 2012 v6 1
And I’d like NOT to spend time speaking about a financial environment that we’ve all had explained to us in a million different ways since 2008 Instead… I’d like to start where – I believe – all discussion about services should start I’d like to start by talking about YOU. Our discerning, and very special clients Because everything starts with YOU. _________________________________________________________________ I’d like To Start With What We’ve Discovered, Whilst Working With You… Over The Years We’ve found that clients want more from us, than just knowing their money is expertly structured, monitored and managed. We’ve found that they want more from us than investment reports, tax savings and advice on how to maximize their pension benefits What we’ve discovered is this… …that clients want us to help them understand just HOW their accumulation of wealth - and the expert organization of it - will benefit THEM and those for whom they care most! _________________________________________________________________ 120301 Nicola Downs Presentation 1 st March 2012 v6 2
Specifically, Clients Have Spoken With Me About 3 Aspects of Their Life… Going Beyond Their Money. Incidentally, if you’ve ever watched the film ‘The Bucket List’ , you’ll know exactly why I say this. (And if you haven’t… then I recommend it!) Firstly, They’ve talked about planning A Life Worth Living 1. (By that I mean, a fulfilling, enjoyable, rewarding life) o Secondly, They’ve talked about Relationships Worth Nurturing 2. (By that I mean, helping their loved ones: both their parents o preceding them, and their children following them) Thirdly, They’ve talked about their desire to Make A Difference 3. (By that I mean, leaving a legacy, touching other lives… beyond o their immediate family. Perhaps via a charity or community or organization but something which has great meaning to them) At Trentham Invest, we believe our work with our clients can – and does - have a great impact on all of these 3 elements _________________________________________________________________ Which Leads Me To The 3 Principles At The Heart of What We Do… Given this background…Our greatest satisfaction has been in devoting our energies to the implementation of 3 Important Principles: 1. Firstly… being clear about what our clients most desire and value in their life. Then… 2. Secondly…focusing our Professional Expertise, Our Life Wisdom, our Service Excellence, in organising and caring for our clients’ money… in order to achieve and support what they most desire! 3. Thirdly… ensuring that there is a coherent PLAN to work to. Clear, cohesive planning… before investing. Makes sense. Doesn’t it? 120301 Nicola Downs Presentation 1 st March 2012 v6 3
Now, after many years, we’ve irrefutable evidence that this approach to working with money leads to far more satisfying outcomes for our clients. They’re not only materially better organized… they’re more excited about the future. Their future! And the future of their loved ones! We Call This Approach “The N Downs Way”! In fact, this ‘N Downs Way’ is so well known locally, that they’ve even created a signpost to commemorate it! (Just have a look at the picture… There it is… “The N Downs Way”! ) _________________________________________________________________ 120301 Nicola Downs Presentation 1 st March 2012 v6 4
So, What Is The N Downs Way? The Trentham Invest Way? It’s about recognizing that Financial Planning – like life – is not just about logic and numbers • Yes, we’ve stopped clients losing £tens of thousands when they were tempted to sell their investments after the markets dropped Yes, we’ve saved clients up to £140,000 by stopping them inadvertently • breaching pension legislation And yes, our rare expertise has helped clients enhance their income by up • to £60,000… by ensuring that they weren’t trapped in inappropriate pension schemes… But “The N Downs Way” Is More Than This And Has 4 Elements. Those Elements Are… 1. Rising above Products, above Policies and above Promotions… and making YOU our client (not your money). 2. A passion for technical excellence and professional responsibility (so that we can spot opportunities and mitigate threats to benefit our clients) 3. A ruthless determination when making and keeping promises… delivering those on time, every time 4. Finally, the constant development of the skills of our team… ..and it’s these four elements that lead our deep and trusted relationships with you, our clients. _________________________________________________________________ Time Now To Introduce Our Skilled Team 120301 Nicola Downs Presentation 1 st March 2012 v6 5
There’s Karen … with her brilliance in creating systems, which deliver client promises (over 3,000 of them… year in, year out) There’s Mark … your main point of contact when handling the meticulous implementation of those matters you and I have discussed and decided There’s Peter … introduced to us by one of my Business Mentors, David Scarlett… and whose marketing skills and financial skills are transforming the way we present our services to our clients There’s Deborah … my excellent temporary administrator, paving the way for the newest member of the team And there’s Jackie … fresh and innocent to TI, and just day 4 finding her feet during her first week! _________________________________________________________________ However, the team we use to constantly improve our service to you, exists outside of our own office. Included in that team are the fund managers and researchers who put into practice the investment philosophy which cares for your wealth. __________________________________________________________________ This evening, I’ve asked Charles Payne to join us. Charles is Director of Fidelity’s Global and US Equity Products. His real passion started with rocks and fossils. Archaeology, Cambridge University no less. Through his need to analyze a lot of data about rocks and fossils efficiently, was introduced to the new age of computing in the 1970’s. His newly acquired computing skills, then took him to the world of finance and fortunately for Charles, he went via Egypt! 120301 Nicola Downs Presentation 1 st March 2012 v6 6
Charles soon realized that if you’re not an expert in something, which for him at the time was finance, the only way to make sense of it is to put it into a language that you understand. So this evening, Charles is now going to explain, not in fossil, but in plain English, the world of finance, particularly the problems we as investors face today, 2012. (Pause) Please welcome… Charles Payne! _________________________________________________________________ 120301 Nicola Downs Presentation 1 st March 2012 v6 7
SECTION TWO Thank you, Charles Now, it’s time to let you have your voice There are almost certainly questions that you’d love to ask someone… someone who isn’t trying to fill newspaper space, although Charles has made it into the Dorking Adviser today… or trying to use soundbites to win audience ratings So, we’ve created an expert panel to answer questions you may have during the next few minutes. Can I now invite you – who would like to open? Many of us measure the success of our portfolios by its ability to out-perform inflation, year in, year out, and if it’s NOT outperforming inflation, year in, year out, then we conclude the investment is not working, and so naturally feel we want to fix it, by doing something different. 1. What are your thoughts about this measuring stick? 2. What are your comments about the “knee jerk” reaction – and what would you advise someone to do????? FURTHER QUESTIONS……..FROM FLOOR _________________________________________________________________ Thank You Charles and The Panel And, thank you to everyone who has invested both time and energy in bringing us together this evening… Before we conclude, I’d like to leave you with these brief thoughts… 120301 Nicola Downs Presentation 1 st March 2012 v6 8
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