As executors of my late father’s will my step sister and I were charged with setting up a family trust for a moderate lump sum. We were very unclear on how to go about the task and worried by the legal implications. Luckily an internet search turned up SFS. I was delighted with the sound advice and clarity provided by Lisa.

The one-off service to source and open a suitable account offered good value for money and put our minds at rest. A very professional yet friendly service, all done via phone, email and post within a month, with no ongoing management fees. Thoroughly recommend.