"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."