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We’ll understand your needs as comprehensively as possible to provide the best support and advisory service available. By cutting out the complex and tedious step of dealing with banks, you can streamline your approach, saving time, money and hassle. 

Powered by expert financial advice

Trustee Accounts is part of the Simpson Financial Services group. Simpson Financial Services is a privately-owned firm of independent financial advisers, established in 2004. Based in Leamington Spa, Warwickshire, our team of specialist professionals work closely with individuals and businesses across the UK. 

We advise on all aspects of personal and business finance and take the view that, while it's possible to deal with individual financial matters, it's more beneficial to treat your finances as an interrelated whole. Whether you need help with generating investment returns from the trust you’re managing or want advice on property finance and to secure a mortgage, we can help. 

Our solutions, like your financial circumstances, are unique. 

Isabella Warner Cert CII (FS)

Isabella Warner Cert CII (FS)

Financial Administrator

Isabella joined our team in 2023 on a Financial Services Apprenticeship, has achieved her Certificate in Financial Services and is always enthusiastic in helping you with your administrative needs.

 

Lisa Simpson

Lisa Simpson

Trustee Accounts Specialist

Lisa has over 30 years of financial services experience, over a decade of experience as a Trustee Accounts Specialist and works closely with solicitors and account providers. If you need to set up a trustee bank account, Lisa is the expert you want at your side.  

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Emma Connor

Emma Connor

Head of Customer Services

Emma has been delivering five-star customer service her entire career, and so we were thrilled when she first joined our team as a Financial Administrator. She’s achieved her Level 3 Diploma in Business Administration whilst providing the highest level of dedicated care to everyone who gets in touch with us.

Luke Viner Cert CII (FS)

Luke Viner Cert CII (FS)

Financial Administrator

Luke graduated from the University of Warwick with a degree in Biomedical Sciences in 2021. He's now achieved his Certificate in Financial Services whilst helping you with all of your financial needs.

 

Get in touch

If you’d like help opening a trustee bank account or simply have a question, please get in touch using the form below. 

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