GC - May 2017

I am one of 3 Trustees named in a Will and we had no success approaching local banks/building societies for an account that would allow 3 names on the account, or that would allow the size of deposit involved in this case.

I found Simpsons Trustee Accounts service via an internet search and spoke to Lisa, who explained the service offered, fee and timescales. I am pleased to say that Simpsons were very efficient, communicated promptly and clearly, made the rather complex account application form filling relatively easy, and that we now have an account that seems to satisfy our needs.

I say ‘seems’ because the account has been open only a couple of months and we haven’t done any transactions on it yet apart from initial transfer of funds, although I did phone the bank and they answered promptly and were very helpful

Simpsons involvement was a great relief to we Trustees and, based on my experience, I can thoroughly recommend their Trustees Account service.

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