By cutting out the complex and tedious step of dealing with banks, you can streamline your approach, saving time, money and hassle.
We advise on all aspects of personal and business finance. 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.
Office Administrator
Charla has a background in business administration, and is at the end of the phone to help you with your trustee account queries. She provides top level customer service to meet your needs.
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.
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.
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 throughout the process of setting up a trustee account.
Registered in England and Wales under Number 4830621. Registered Address: 23a Cross Street, Leamington Spa, Warwickshire, CV32 4PX
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 https://register.fca.org.uk 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