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Investec Wealth and Investment – Helen Medhurst-Jackson



 

I joined Investec in 2015 having spent over 25 years in the Financial Services industry, 22 of those as an Independent Financial Adviser. I am degree qualified and a Chartered Financial Planner able to provide advice in relation to care fees and later life planning, inheritance tax, retirement and investment planning.

Prior to joining the Financial Services industry, I qualified as a Registered General Nurse. My interest in people and care has never waned and I would like to use the experience gained in both the health care and financial services industry to provide professional, high quality advice to clients in later life.

I am an Accredited Member of the Society of Later life Advisers (SOLLA) and becoming a member of the Society is an endorsement of my skills and experience of working with, and understanding the needs of, older people and their families and carers.

I am aware that it is generally a difficult time for not only those needing care but their relatives also and will often visit clients at their own home where they feel more comfortable and relaxed. I am passionate about guiding clients through the complexities of long term care and enabling them to make decisions which can provide peace of mind.

Areas that Helen covers

Helen is able to help clients based in Surrey and Kent.

How to contact Helen

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