We want to streamline our clients’ approach to the Trust world. That means giving them the best support and advisory service available, it means cutting out the complex and tedious step of dealing with banks, and it means understanding each individual client’s needs as comprehensively as possible.
Lisa Simpson
Trustee Accounts Specialist
Lisa has over 20 years financial services experience and holds the Chartered Insurance Institute's Financial Planning Certificate and The Investment Management Certificate (IMC). As well as running our busy office Lisa also sits on the Simpson Financial Services Investment Committee.
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Rob Simpson Dip PFS
Managing Director and Independent Financial Adviser (IFA)
Rob has over 20 years' financial services experience, the last 12 of which have been as an IFA. He holds the Chartered Insurance Institute's Diploma in Financial Planning.
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