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Tess Simpson APFS
Chartered Financial Planner
I started working in financial services in September 2000, after completing my Law Degree at UEA, Norwich, and initially qualified as a mortgage broker. I switched to financial advice in June 2008 and have held various roles, including paraplanning and advising.
I completed my Advanced Diploma in Financial Planning in June 2021 and was awarded Chartered Financial Planner status.
Most recently I have been working as a Pensions On Divorce Expert, providing advice to divorcing couples and preparing pension sharing reports for solicitors, mediators and litigants in person. I am an Associate member of Resolution.
I am a holistic financial planner, but my specialisms include pensions including defined benefit pensions, trusts and Inheritance Tax planning.
Outside of work, I enjoy spending time with my family, keeping fit by dancing and going to the gym and reading.
Matt & Ali Davis
We really appreciate the professionalism of Pembroke
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
Ray & Sue Greenfield
Thank you very much for all the clear financial advice
I would also like to take this opportunity to thank you very much for all the clear financial advice you have given not only Sue and I, but my family over many years.
Mr Young
Efficient and friendly service with relevant advice
From a personal point of view Pembroke Financial Services has always provided an efficient and friendly service with relevant advice. As a client of my firm, the company has always acted in a professional manner.
Christine Atkinson
The best in the business!
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
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.
