Lisa Simpson

Trustee Accounts Specialist

Lisa has over 20 years financial services experience and holds the Chartered Insurance Institute's Financial Planning Certificate and The Investment Management Certificate (IMC). As well as running our busy office Lisa also sits on the Simpson Financial Services Investment Committee.

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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:

Simpson Financial Services Limited is Authorised and Regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate deposit accounts. PLEASE NOTE: The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Simpson Financial Services Ltd
23a Cross Street
Leamington Spa
Warwickshire
CV32 4PX

T: 0800 6342 111
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Trustee Accounts

Contact us

0800 6342 111

Simpson Financial Services was set up in 2003 with one clear goal in mind: to make being a trustee easier than ever before.

Lisa Simpson

Get in touch