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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.
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.
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.
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.
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!
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.
