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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.
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.
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.
Joanne Ross
Superb attention.
Superb attention. Very personalised prompt service. The team are excellent and I felt they always had my best interests at heart. I shall be continuing to use their services. Thank you!
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!
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.
