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Tess Simpson APFS
Chartered Financial Planner
After completing her Law Degree at UEA, Norwich, Tess decided to switch to financial services, which she did in September 2000, initially qualifying as a mortgage broker. Since then, Tess has worked in various roles, including paraplanning and as an IFA. In June 2021 she was awarded the prestigious Chartered Financial Planner status.
In recent years Tess has specialised in Pensions on Divorce and she is a member of Resolution. She currently heads up the Pensions On Divorce Expert (PODE) team at Pembroke and provides advice to divorcing individuals and couples, often assisting their lawyers or mediators, as well as providing advice and support to litigants in person.
As well as being a holistic financial planner, Tess has additional specialisms in trusts and Inheritance Tax planning. Outside of work, she enjoys spending time with her family, keeping fit by dancing, going to the gym and reading.
Trevor Meeking
A personal and professional service
I’d like to take this opportunity to thank you for the personal and professional service which is much appreciated.
Stephanie
With grateful thanks.
I wanted to say I appreciate you talking to my daughter, about setting up a private pension. With grateful thanks – you have always been a huge help with my own financial decisions.
Jenny
Good service
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.
Kath Holloway
A very efficient team always ready to help
Would highly recommend. A very efficient team always ready to help and answer any questions.
Laura
Fantastic
I would like to introduce you to my cousin, who I have included on this email. She is looking for someone to support her with setting up a pension/ financial advice… basically the same kind of service you offer me. Pembroke Financial has been fantastic to me over the years, so I recommended you.
