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Investec Wealth and Investment – Helen Medhurst-Jackson


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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

Testimonials

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 – Direct line – 01737 230341

Tele –  01737224223

Email – Helen.medhurst-jackson@investecwin.co.uk

Full Address

Reigate Place

43 London Road

Reigate

Surrey

RH2 9PW

How to contact Helen

Tele -01737224223

Email – Helen.medhurst-jackson@investecwin.co.uk

For a limited time only we are giving away for FREE our book on 101 Tips To Help Keep The Elderly Fit And Healthy! 

 

When the countdown ends so does the offer.

 

 

 

The book is normally sold for £20.  

 

Leave your contact details below and we will email it to you for FREE.

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