About me
My priority is to provide bespoke financial advice to private clients. I specialise in later life financial advice, working together with clients and their families, at a location which is convenient for them. I aim to gain an understanding of their needs and wishes so that they can enjoy retirement and later life, safe in the knowledge that they will be able to cope with whatever later life throws at them. The tailor made services I am able to offer includes; inheritance tax and estate planning; retirement planning; investment planning; later life and care fees planning.
Background/Experience
I have formed close relationships with my clients, with over three decades of experience in financial services. Prior to becoming a financial adviser, I qualified as a Registered General Nurse and use the experience gained in both health care and the financial services industry to provide clear and comprehensive financial advice. I am an Accredited Member of the Society of Later Life Advisers (SOLLA), a Member of the SOLLA Advisory Board and play an active role in helping to develop the later life market.
Qualifications include:
- Chartered Financial Planner ACII
- Advanced Diploma in Financial Planning
- Certificate in Consumer Vulnerability in Later Life
My interests
I love animals (especially dogs), and I enjoy travelling and skiing.
My areas of expertise
Contact me via the form above to learn more about....
Helping private clients with your life goals and investment choices
Investec is about building long term relationships. It gives me great pleasure to build my own relationships with my clients and provide advice and support throughout the generations.
Helen Medhurst-Jackson