Our privately owned company was set up in July 2003 and is authorised and regulated by the Financial Conduct Authority (FCA) to provide Independent Financial Advice. The Company advises individuals, families, Trustees, businesses and charities throughout the UK.

Simpson Financial Services have had many years advising and helping Trustees with their responsibilities of investing, banking and financial management. If you are a Trustee and need our help or guidance, please contact us in confidence by filling in the form.

We don't earn any commission for setting up Trustee Bank Accounts but we do charge you a fee based on the complexity of your Trust.  Here is our menu of fees:

1-4 Individuals named within the Trust - £299.00

5-8 Individuals named within the Trust - £599.00

9+ Individuals named within the Trust - Please contact us with details for an accurate quote

Corporate Trust - from £799.00


Rob Simpson Dip PFSRob 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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Edwina Hudson Dip PFSSOLLAEdwina Hudson Dip PFS
Later Life Adviser

Edwina has over 10 years' experience as an Independent Financial Adviser. She holds the Chartered Insurance Institute's Diploma in Financial Planning and the Chartered Insurance Institute's Certificate in Mortgage Advice, Equity Release and Long-Term Care. Edwina is also an Associate Member of the Society of Later Life Advisers.
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We work with all the UK's leading banks and building societies to find and set up the most appropriate banking facilities for your Trust or Charity.