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  • 01: Phone consultation

    We’ll get to know you, understand your situation and generally build up a picture of what it is you are trying to do.

  • 02: Transfer of documents

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

  • 03: The advisory process

    Having thoroughly researched your needs and surveyed the market, we will put together a plan of action just for you.

  • 04: Application

    Giving us the go-ahead to set up your Trustee Bank Account is as simple as providing us with a signature, by email or in person.

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:

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  2. Please type your message to us.
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