PS - Sept 2019

Can’t thank Lisa enough for getting a trustee account set up for my daughter. Have been trying to get an account opened and wasted weeks of my time with high street banks who had no idea what I needed and the solicitor who drew up the trust made it sound easy as just walking into a bank which was far from the truth! A cry for help on the internet search gave me the number for Simpson Financial Services, Lisa at the time was on annual leave and Hannah explained the process and we sorted all the documents out in readiness for Lisa’s return and 2 days of Lisa returning everything was submitted and account opened within a week.

So grateful to both for being so professional and prompt and understanding my sheer desperation to get an account sorted.

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