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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 25 years and am an Accredited Member of the Society of Later Life Advisers  (SOLLA) and an Advisory Board Member.

Prior to becoming a financial adviser, I qualified as a Registered General Nurse. My interest in people and care has never waned and I have used the experience gained in both health care and the financial services industry to develop the specialist skills which enable me to provide support and high quality advice to both clients and their families at a time and place convenient for you.

The tailor made services I am able to offer include:

  • Inheritance Tax Planning
  • Care Fees 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 – 01737 230341

Mobile – 07860 927003

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

 

Full Address

Reigate Place

43 London Road

Reigate

Surrey

RH2 9PW

How to contact Helen

Tele -01737224223

Mobile – 07860 927003

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