fbpx

I have been so happy with the service provided by Lisa in organising our trustee bank accounts. I found her a delight to work with, she is professional, patient and very knowledgeable. I don’t know what we would have done without her by our side. I would not hesitate to recommend Simpson Financial Services in dealing with the complicated process of Trustee accounts.   Highly recommend.

MS - Jan 2024

The Trustee Accounts Service has helped me to set up a bank account for our Trust which I was unable to do without help. Lisa found us a good solution for our individual needs and was polite patient and knowledgeable. I am happy that I have received a "value for money" service and recommend this to anyone needing help with navigating the banking system to set up a Trustee Account.

GW - Jan 2024

I have been very happy with the service provided by Lisa in setting up trustee bank accounts. At all stages in these complicated processes, Lisa has promptly kept me informed of progress and told me what was needed of me. Considering the effort needed on her part, I felt that the charges, for the service provided, were reasonable. I would have no hesitation in recommending Simpson Financial Services to others needing assistance in such matters.

MJ - Dec 2023

My husband found this service after many months trying to find someone who I could totally trust to advise me correctly, and who I had total confidence in. When Lisa called, she listened to my situation and explained everything in the most detail, with a follow up email after all our discussions. There was no pressure towards me at any point. I've always felt very informed and felt that everything has always been explained and offered to me for my interests. Lisa has always been very professional and open/honest and always very polite. I always feel totally comfortable, and trust that she is making my money safe. I am forever grateful for her help and guidance and very blessed to my husband for finding this company. I will always recommend you. Thank you.

KN - Dec 2023

I can highly recommend Lisa and the services that she provides through Trustee Accounts. Like many people who are suddenly thrust into the role of being a Trustee, I found it impossible to set up a bank account for the Trust.

When I contacted Lisa and she explained how she could help, I felt a huge weight had lifted off my shoulders. Throughout the whole process, she has been thorough, efficient and approachable which has made life so much easier. She explains things in a straight forward manner and de-mystifies the banking system.

A recent conversation in the local pub resulted in someone sharing their frustration of not being able to set up a bank account for a Trust, so we were pleased to be able to advise them to make contact with Lisa. I am sure they will be equally happy with the service that they receive.

Many thanks to Lisa and her team.

JA - Nov 2023

Thank you for all your help; an impressive professional service.

FF - Nov 2023

I was so relieved to have Lisa recommended to me - she has been brilliant - "holding my hand" through the finding and opening of a suitable trust account to fulfil my late father's wishes. Very professional - and kind and friendly too.

GR - Nov 2023

After going around in circles for months trying to open a trust account I stumbled upon Lisa Simpson at Trustee Accounts via a desperate Google search. And thank goodness I did! From the time I contacted her she always responded very quickly and was generous with her time and advice. She coordinated the opening of two accounts for us in the end and took away a huge amount of stress. I don’t hesitate to recommend her.    

SW - Nov 2023

I would like to thank Lisa Simpson for sorting out a Trust Bank Account for me. Prior to contacting Lisa I had contacted numerous banks. I managed to find a couple that would open an account, however once I mentioned my niece the beneficiary lived in Sweden they all said it would not be possible. I also spoke to a number of financial advisors who were all unable to help due to my niece not being a UK resident. I found trustee accounts from a Google search. From the first call from Lisa she was confident that she could get an account opened even when I explained the issues I had been having. Lisa is extremely helpful and clearly excellent at what she does. The portal Simpson Financial Services use, is simple to use and a secure fast way to supply documents. I would definitely recommend anyone needing a Trust Account to look no further than Simpson Financial Services.

WW - Nov 2023

Lisa was absolutely amazing in helping us set up a lifetime interest Trust Account after the death of our mum. I had quite literally no idea what needed doing and she took care of everything so professionally - she was always available to answer my (often quite stupid) questions patiently and clearly, even responding well out of office hours. She also explained to us about cash platforms, enabling us to invest the money in several high interest accounts which not only means it's protected by the FSCS but also that it is making really good returns for our Dad. In one year alone this will cover her fees 15 times over. What is particularly good about Lisa (and Simpsons in general) is how trustworthy they feel. As someone with absolutely no experience of investing or complex financial matters, you can feel quite vulnerable dealing with people you don't know via email, so I wanted to write this review both to thank Lisa and to reassure others that, if you are looking for someone to set up a trust account for you, you will be in safe hands with Simpsons. Thank you so much Lisa.

SM - Nov 2023