Stacey Simpson

Stacy Simpson

Financial Adviser

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Southampton

About me

A little about you – I love my job! I’m a real geek at heart, I love the complexity of Pensions and helping people who don’t make sense of them. I enjoy interacting with people and helping them see things from a different perspective. Outside of work I enjoy being with my family and friends, trips out on our fishing boat and love a good Netflix series!

My details

I like helping people on:

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Defined Contribution Pension Transfers

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Pensions – Getting started

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Insurance

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Socially responsible investing

My qualifications:

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Diploma in Financial Planning

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Certificate in Mortgage Advice

My charging model:

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Ongoing % fee