JS - May 2023

Thank you very much Lisa for your help with my new Trust Account. Thank you for being super kind, understanding and patient with me yet always very professional. Once again a big thank you.

PZ - Sept 2023

Having looked into setting up trustee accounts for my niece and nephew and been totally bewildered and frustrated by the lack of advice both on the high street and the internet, it was such a relief to find Simpson Financial Services.

Lisa has been absolutely fantastic - such a help in setting up an account and everything was explained really clearly.  The whole process was made very simple and the account opened quickly.

Thank you for being so friendly and professional and providing such an efficient service.

CS - Oct 2019

We had been trying to set up a Trust Account for over 10months with our regular high street bank who we have been with for over 30 years. Half way through the process they decided they didn't do private trust accounts anymore, they then told us they did so we started the process again, and believe it or not then told us they didn't for a second time! Most of the other banks we talked with wanted all of our bank accounts transferred to them.

Our High Street bank referred us to their private clients division, who could open the account...the only problem was they need £1m deposited in terms of investments! I found Lisa's details online but I was very sceptical, however the whole process was super efficient and sorted within the month! Great result!

GT - Feb 2021

After searching the market it was refreshing to find someone that knew how to procure a trust fund account and fully understand my requirements. From the moment I spoke with Lisa I was confident that it could be achieved securely, professionally and importantly with no stress for myself. Everything was dealt with a positive attitude and extremely promptly, I would have no hesitation in recommending Lisa and Simpsons to anyone who requires a trust fund setting up.

DB - June 2021

All the way through the process Lisa was knowledgeable, helpful and approachable. She quickly identified trustee account options for us and clearly explained the details of each. Lisa made opening the account a pain-free process. Would definitely use Simpsons FS if we ever needed another trustee bank account.

AG - Nov 2020

We recently set up a trustee bank account with Simpson Financial Services Ltd. It would have been very difficult to navigate this process without Lisa Simpson, who guided us through it step by step and provided us with invaluable guidance and assistance. Nothing was too much trouble and she kept us informed every step of the way. Thank you so much for all of your help Lisa.

SE - April 2021

The Trustee Accounts Service has helped me to set up a bank account for our Trust which I was unable to do without help. Lisa found us a good solution for our individual needs and was polite patient and knowledgeable. I am happy that I have received a "value for money" service and recommend this to anyone needing help with navigating the banking system to set up a Trustee Account.

GW - Jan 2024

Lisa, may I take this opportunity to thank you (and your team), for your time, patience and assistance with the setting up of the trust bank accounts. It has been a pleasure working with you.

AM - March 2024

After going around in circles for months trying to open a trust account I stumbled upon Lisa Simpson at Trustee Accounts via a desperate Google search. And thank goodness I did! From the time I contacted her she always responded very quickly and was generous with her time and advice. She coordinated the opening of two accounts for us in the end and took away a huge amount of stress. I don’t hesitate to recommend her.    

SW - Nov 2023

I needed to set up trustee accounts for my two children who had inherited money from their grandfather. My initial assumption, that this would be easy to do without help, proved incorrect – it is a very confusing and complicated process, and there is little clear guidance available online.

I had nearly given up, and was about to approach a local solicitor as a last resort, when I found Simpson FS online. After reading through their site I realised that they seemed to offer exactly what I needed, so I contacted Lisa.

RK – March 2019

Thank you for all your help setting up the account. You have been very responsive, efficient and clear and altogether a pleasure to deal with.

AW - May 2021

Thank you for getting the trust accounts open Lisa Simpson. Very helpful and professional. Can always call up to get help and advice immediately.

DV - May 2023

Lisa Simpson was very helpful and transparent in explaining the procedure and costs of setting up a Trust Bank Account.  After weeks of frustration when I couldn't find a bank which would allow me to open a Trust Account directly I was very relieved to find that through Lisa the procedure was simple and executed in a very timely manner.

Thank you

LS - April 2023

Thank you for setting up the Trust fund account for us. After having to deal with solicitors and many different financial institutions following the death of my father, it was a breath of fresh air to speak to Lisa and liaise with her team. They explained everything in layman's terms and were upfront about the costs. The whole process was smooth and secure and made the final piece of the jigsaw in dealing with my father's estate far less stressful than the rest had been. I would definitely recommend your company to others.

HE - Sept 2024

We were referred to Lisa and we couldn't have been happier with her clear and friendly approach. She made the process straight forward and explained all the steps from the outset. She also kept us updated throughout the process and answered any of our questions promptly. We would be more than happy to recommend her. Thanks Lisa.

BS - Oct 2021

As a historic Executor for my late Aunts Will I was desperate to put the retained estate into a Will Trust Fund . I found little help. The Solicitor handling the Estate declined to help because of the time involved. The Building Society holding my Aunt’s Account did not provide Trust Accounts.

My own Bank did have Trust Accounts but the paperwork given to me appeared unnecessarily complex and with 9 beneficiaries with an interest in the Estate ,scattered throughout the United Kingdom , the amount of work appeared insurmountable. In extremis I found Simpson Financial Services Ltd on the internet and thankfully ‘hit the Jackpot’. Lisa

Simpson , The Trust Specialist , with her easy friendly efficient manner guided me through the process effortlessly, in spite of Covid restrictions , to bring the whole matter to a successful conclusion. I cannot thank Lisa enough for her help and advice.

AH - March 2021

Thank you for finding a suitable bank account for our trust and for coping with all the paperwork in a responsive, efficient and friendly way. You provide a great service -  considerably easier than trying to deal directly with the banks

JW - Oct 2021

I wouldn't hesitate to recommend Lisa and the team. She was professional, thorough, and always responded quickly to any queries. She managed to get a Trust account set up quickly and made what was a stressful situation much easier. Worth the money and wish I'd contacted her earlier! Thank you Lisa!

SB - May 2023

Thank goodness we found Lisa and Simpson Financial Services. We had spent several months trying to get a Trust bank account set up ourselves direct but the bank we had approached were not local to us and insisted that my 90 year old mother with dementia and mobility issues be taken out of the safety and sanctuary of her carehome environment and presented in person at a branch 60 miles away.

In order to avoid this, we were facing a hefty legal fee and 12 month process to change the terms of the Trust until Lisa stepped in and was able to source another trust account provider who have been far easier to deal with and everything has been set up perfectly.

Lisa has been efficient and easy to contact which in todays world of chat-bots and people hiding behind email only service is a breath of fresh air.

We have recommended Lisa and Simpsons to our legal firm who set up the trust initially should they have other customers with similar issues sourcing a trust bank account.

Thank-you so much Lisa.

ES - May 2024