Thank you for all your hard work! We had been trying, unsuccessfully, to open a new trustee bank account since 2022. We were relieved to see your advertisement offering professional help. We would like to thank Lisa personally as she explained things so well and was very patient with us. We know this was a particularly difficult case and we admire her tenacity.

JT & GT - July 2024

We found Lisa and Simpson Financial Services through an online forum and thought it worth seeing if they could help us where no-one else could. With both a trustee and beneficiary resident overseas, and with dual nationalities, we were hitting a brick wall in trying to get a trust account set up. Lisa brought calm, clarity, efficiency and speed in finding and organising a solution for us. We could not be more pleased to have turned to her for help!

JN - June 2024

Your service for us has been exemplary - very patient, despite delays on our side, and moving quickly once you had the necessary information.

We are grateful and would recommend you to others.

IT & MT - June 2024

We couldn't have done it without you!

GT & JT - June 2024

What a tortuous process you led me through, with such care and good humour. I’m very grateful Lisa.

GC - June 2024

Thank goodness we found Lisa and Simpson Financial Services. We had spent several months trying to get a Trust bank account set up ourselves direct but the bank we had approached were not local to us and insisted that my 90 year old mother with dementia and mobility issues be taken out of the safety and sanctuary of her carehome environment and presented in person at a branch 60 miles away.

In order to avoid this, we were facing a hefty legal fee and 12 month process to change the terms of the Trust until Lisa stepped in and was able to source another trust account provider who have been far easier to deal with and everything has been set up perfectly.

Lisa has been efficient and easy to contact which in todays world of chat-bots and people hiding behind email only service is a breath of fresh air.

We have recommended Lisa and Simpsons to our legal firm who set up the trust initially should they have other customers with similar issues sourcing a trust bank account.

Thank-you so much Lisa.

ES - May 2024

As a family, we have been trying to navigate the world of trusts and how to best use them, sounds simple in theory but in practice somewhat different. We had some additional complexities with overseas trustees and mental incapacity. I saw Lisa's firm recommended on a feedback forum and reached out, what I received was a prompt and efficient call from Lisa, full detailed explanation and a guiding hand through a convoluted and somewhat complex (at times) process, that being said we are now on the other side of that thanks to Lisa and the team, thoroughly recommended, 5*.

MB - April 2024

Lisa, may I take this opportunity to thank you (and your team), for your time, patience and assistance with the setting up of the trust bank accounts. It has been a pleasure working with you.

AM - March 2024

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