Appreciate all your help and advice through this minefield.
AC - Sept 2025
Thank you once again for your patience and all your help with setting up Mum's trust.
MM - Aug 2025
Thank you so much for all your help, we really appreciate it.
SBR - July 2025
Thanks again for helping set up the accounts for me and especially how fast you did so.
CP - July 2025
Lisa, Thanks for all your help!
PR - July 2025
Thanks once again for making the account application process so simple for me!
PJ - June 2025
Lisa, thank you so much for your professionalism, kindness and dedication to getting my nephews future secure. We will always appreciate it!
AD - May 2025
Thanks for your help with this, you provided a great service!!
RT - May 2025
Thanks Lisa, you have been very helpful & efficient.
SR - May 2025
With thanks for your prompt and helpful assistance with this matter.
CW - May 2025
Lisa, thanks so much; pleasure dealing with you and have recommended your service to my financial adviser.
PW - May 2025
Thank you very much for making this such a smooth process during a very stressful time.
DE - April 2025
Thank you so much for your brilliant service. I wish more people knew where to go to open these accounts. It took me ages to find you! I will try and pass it onto Mencap so that anyone else setting up a vulnerable trust can open a trust bank account.
JR - Jan 2025
I very much appreciate all the work you have done on these accounts, and I feel that our will trust is now in a more satisfactory state as a result. You have been extremely helpful throughout.
MG - Nov 2024
I thank you for arranging for the Trust bank accounts to be set up, and we were very content with the service provided in setting up the bank accounts, and we would definitely use your firm in the future for trusts which require bank accounts to be set up.
AV - Oct 2024
Thank you for setting up the Trust fund account for us. After having to deal with solicitors and many different financial institutions following the death of my father, it was a breath of fresh air to speak to Lisa and liaise with her team. They explained everything in layman's terms and were upfront about the costs. The whole process was smooth and secure and made the final piece of the jigsaw in dealing with my father's estate far less stressful than the rest had been. I would definitely recommend your company to others.
HE - Sept 2024
Once again, huge thanks for your help and the excellent service received.
DF - August 2024
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.