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Tess Simpson APFS
Chartered Financial Planner
I started working in financial services in September 2000 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.
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.
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 Fenton
Friendly and efficient
I have always found Pembroke friendly and efficient.
