Harris - 2016

I needed to set up three Trustee accounts for the children. I telephoned my private banker who was not very helpful and the internet was, as ever, a bit confusing with lots of information but no filter. Simpson Financial Services' website was pretty clear however, offering a bespoke approach in particular.

I contacted the team and had an almost immediate response from Lisa. After a couple of emails and a telephone call, everything was sorted.

She then sent me the rather bewildering forms clearly marking the areas that we needed to complete. The other Trustees and I signed the documents and less than a week later,  the three Trustee accounts were set up with everything that I had requested including full online access. The process couldn’t have been more simple and efficient.

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