Finding your way around the trust world is a little like playing a strategy game, or solving a puzzle:

if you know the rules, have plenty of experience, and enjoy doing it, you can be confident that you’ll end up with a great outcome.

If you don’t know the rules, have never played before, and are just doing it because you have to, then your outcome will, understandably, be less desirable. Most trustees are the second type, and our ability to help is a reflection of the fact that we’re the first.

Our four-step client journey:

  • 1
    Phone consultation

    We’ll get to know you and your situation so that we can build a picture of what you are trying to do.

  • 2
    Transfer of documents

    We’ll email you all the relevant documentation to get the ball rolling.

  • 3
    The advisory process

    Having thoroughly researched your needs and surveyed the market, we will put together your unique plan of action.

  • 4
    Application

    Giving us the go-ahead to set up your trustee bank account is just providing us with a signature by email.

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.

Trustee Accounts is a trading style of Simpson Financial Services Limited. I am happy for Simpson Financial Services to contact me via email with useful updates about relevant financial news and their products and services.

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