I have been in the Financial Services industry as a Chartered Financial Planner for over 20 years and am an Accredited Member of the Society of Later Life Advisers (SOLLA).
Prior to becoming a financial adviser, I qualified as a Registered General Nurse. My interest in people and care has never waned and I use the experience gained in both health care and the financial services industry to provide high quality advice to later life clients.
As an Independent Financial Adviser, I will work together with you and your family to gain an understanding of your needs and wishes at a time and place convenient for you.
The tailor made services I am able to offer include:
- Inheritance Tax Planning
- Long Term Care Planning
- Retirement Planning
- Investment Planning
Areas that Helen covers
Helen is able to help clients based in Surrey, Sussex, Hampshire and Kent.
How to contact Helen for a free initial consultation
Tele – 01737224223
43 London Road
How to contact Helen