I was recently confronted with the need to set up a Trust account and had no idea on how to do it. I followed up the recommendations on the website and contacted Lisa Simpson. Her advice and support has been very good. She explains a difficult subject in a simple and straightforward way and has kept me up to date with progress. Her personable manner has made the whole process more bearable. Thank you Lisa.
KM - Dec 2021
Lisa was very helpful and patient when we needed to set up a trustee account. Even when the process threw in some anomalies she was there to help and support through the process. Would have no problems in recommending to anyone.
AM - Dec 2021
We recently set up a trustee bank account with Simpson Financial Services Ltd. It would have been very difficult to navigate this process without Lisa Simpson, who guided us through it step by step and provided us with invaluable guidance and assistance. Nothing was too much trouble and she kept us informed every step of the way. Thank you so much for all of your help Lisa.
SE - April 2021
I was struggling to find a bank that could provide me with a Trust account to enable me to follow through with the wishes of my late fathers estate. I'd run out of all options until I engaged the services of Simpsons financial Services. Lisa Simpson was extremely helpful in explaining the process and helped me at every stage to get an account in place. I would highly recommend their services and it was a great relief to finally get it resolved at what was a difficult time and I couldn't seem to find anyone to help me.
OF - Aug 2021
Lisa was extremely helpful and efficient at assisting us in setting up our trusts. Queries were answered very quickly and helpfully. Would highly recommend
AM - Oct 2021
When you are tasked with looking after money for someone else it is a daunting prospect. Having searched online I was delighted to find Lisa Simpson, who gave me great advice and instilled confidence that what I was doing was the best option. Thanks Lisa
CG - Nov 2021
Lisa, the Trustee accounts specialist at Simpson financial services did an amazing job at helping me source a trustee account. I wouldn’t have had the first clue, and after many high street banks telling me that they did not do Trustee accounts, I really did not know what to do. Lisa made it very easy, I provided the documents that she requested, and she did all the hard work for me. I spoke to Lisa on the phone throughout the process and she was very friendly and understanding and very informative. Updating me on progress every step of the way.
Correspondents was a mixture of phone calls, emails and with the use of their portal, I knew that all the documentation and personal information that was sent over was safe and secure. I highly recommend this service, if like me, you have suddenly been told that you are a trustee for a beneficiary, with absolutely no idea on how to handle it or what to do next, then I highly recommend you give Lisa a call. I can’t thank her enough.
ET - Dec 2021
Absolutely amazing firm, swiftly set up my daughter's trust account. Can’t praise Lisa Simpson enough, who managed everything from start to finish, process took a matter of weeks & was extremely helpful. Highly recommend.
CB - Dec 2021
We were referred to Lisa and we couldn't have been happier with her clear and friendly approach. She made the process straight forward and explained all the steps from the outset. She also kept us updated throughout the process and answered any of our questions promptly. We would be more than happy to recommend her. Thanks Lisa.
BS - Oct 2021
Thank you for finding a suitable bank account for our trust and for coping with all the paperwork in a responsive, efficient and friendly way. You provide a great service - considerably easier than trying to deal directly with the banks