AL – December 2018

After a long and drawn out probate period, the solicitors informed us that funds from my late Uncle’s estate could be released into a Trust. We just needed to set up a Trustee account. Simple, right?

I couldn’t have been more wrong. None of the high street banks seem to do them anymore and weren’t very helpful when I contacted customer services. It quickly became apparent that this would be yet another long winded hurdle to get over.

Luckily, I came across Simpson Financial Services. They appeared to offer exactly the thing I was after - to source and set up a trustee account.

It sounded too good to be true but a couple of phone calls, a bit of information gathering and a simple form to complete and that was it.

The service was friendly, professional, informed, speedy and, most important of all, it took all the stress out of the situation for me. I was given regular updates throughout each state of the process and was confident I was in safe hands.

Extremely well recommended.

Simpson Financial Services Limited

Registered in England and Wales under Number 4830621. Registered Address: 23a Cross Street, Leamington Spa, Warwickshire, CV32 4PX

Trustee Accounts is trading style of Simpson Financial Services Limited which is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate deposit accounts. We are entered on the Financial Services Register Number 472031 at https://register.fca.org.uk The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London. E14 9SR
Tel 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk