Our team of qualified independent financial advisors will deal with all of the details, guaranteeing a simple and stress free experience. And, best of all, our solutions are the most transparent and cost effective you will find on the market: all our fees are upfront from day one. Trustee accounts can seem daunting, but we thrive on the challenge of making them as accessible as possible for our clients. 

Read more

What is a Trustee Bank Account?

A Trustee Bank Account is basically a way to control assets on behalf of a third party. One really clear example is setting up a Trust Fund for a child: the assets are deposited in a Trustee Bank Account, and the person named as Trustee is then responsible for managing the money until the child reaches an agreed-upon age. In this example, the child is what’s known as a beneficiary – the person who benefits from the Trust (through investment returns, investment earned, etc.). The Trustee (or Trustees, because there can be more than one) is the person (or persons) who manages the Trust in order to create those benefits for its owner. 

Read more

How Simpson Financial Services can help you

The Trust Fund world can be a complicated place if you don’t have the right people helping you out. At Simpson Financial Services, we support you every step of the way, explaining what you need to do in simple terms, and dealing with banks and building societies ourselves, so you don’t have to spend all your time searching for the option that’s right for you.

Best of all, our pricing is completely transparent, and starts from as little as £299.

We’ll lead you through a four-step journey:

  • Phone consultation
  • Transfer of documents
  • The advisory process
  • Application

Read more

See what our clients think

Get in touch

At Simpson Financial Services, we put customer service front and center. If you have a question about our services, or are considering becoming a client, please feel free to make an enquiry using the form below:

  1. Please type your full name.
  2. Please type your message to us.
  3. All required fields are marked with an asterisk*.

Simpson Financial Services Limited

Registered in England and Wales under Number 4830621. Registered Address: The Techno Centre, Puma Way, Coventry, West Midlands. CV1 2TT

 

Trustee Accounts is trading style of Simpson Financial Services Limited which is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate deposit accounts. We are entered on the Financial Services Register Number 472031 at www.fsa.gov.uk/register The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

 

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service, Exchange Tower, London. E14 9SR

Tel 0800 023 4567 or 0300 123 9 123

www.financial-ombudsman.org.uk