Coffee
Chartered Financial Planner and Paraplanner

Tess Simpson

Hove
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Financial planning team

Meet Tess

Tess joined Skerritts in April 2021 after 20 years in financial services. She is a qualified Chartered financial planner but she mainly works on the technical side of financial planning, including pensions and retirement, trusts, estates and Inheritance Tax.

Tess is an excellent communicator!

Julian
Now for the important information
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Specialist skill
Cake baking
Dream holiday
An around the world trip
Favourite TV series
Any period drama
Favourite film
Beauty and the Beast
Favourite food
Something I haven't had to cook
Preferred drink
Gin and tonic