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Investec Wealth and Investment – Helen Medhurst-Jackson



 

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