
Stacy Simpson
Financial Adviser
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 with
Defined Contribution Pension Transfers
Pensions – Getting started
Insurance
Socially responsible investing
My qualifications:
Diploma in Financial Planning
Certificate in Mortgage Advice
My charging model:
Ongoing % fee