As part of the sale of our parents’ house, my sister and I were required to set up a Will Trust Account to deposit the proceeds of our late mother’s share of the house. The solicitor provided no guidance on this process and we assumed it would be a straightforward case of contacting banks ourselves.  It was not that simple!

Fortunately, I discovered Simpson Financial Services.  During the first phone call with Lisa, I had confidence that she understood our requirements, and from that point on, the whole process was simple and extremely efficient.  Lisa recommended products, listened to our feedback, answered all queries and assisted in finding the best return on our investment.  She always replied to e-mails promptly and all information was clearly explained.  Lisa liaised with the banks, provided updates at all stages and we could not believe how quickly the relevant accounts were set up. The whole transaction was straightforward and stress free. Thank you!

I would not hesitate in recommending Simpson Financial Services.