Lisa has been the most helpful and professional person that I have ever had the pleasure of dealing with. She had all the solutions I needed in setting up Trust accounts after the loss of my brother which prior to seeking Lisa’s services had proven impossible. Because of matters on my part, things weren’t always straight forward and yet Lisa dealt with them in the most professional and patient manner, I cannot recommend her highly enough.
KV - April 2023
I would like to commend your excellent service and support in setting up a trustee account. The whole process was clarified, simplified and made accessible. Lisa was readily available and provided frequent and clear feedback every step of the way. Her support was invaluable. My sincere thanks
CE - Feb 2023
I couldn't find any bank to open a trust acc and found Lisa Simpson of Simpson Financial Services on google. I was alittle nervous as even though the reviews were great you can't never be sure. After speaking to Lisa I was totally reassured. Lisa explained everything clearly, concisely and transparently.
Lisa always got back to me straight away and nothing was to much trouble. We were on a bit of a dead line but Lisa started straight after the initial phone call and emailed all details by the next day. A super, fantastic service which I can't recommend highly enough.Thank you for making a stressful situation a breeze.
KV - Dec 2022
I was appointed as an executor to a will and was required to set up a trust fund for a relative. After much searching for a suitable provider for a Trust Fund I found Simpson Financial Services via the internet. I found Lisa to be extremely approachable and professional in our dealings to set up the appropriate accounts. I would have no hesitation in recommending her to a friend or relative in the future.
PD - Dec 2022
I was struggling to open a number of Trust Accounts as most banks seem to be withdrawing them. I reached out to Lisa Simpson of Simpson Financial Services for some advice. Oh my goodness what a breath of fresh air, Lisa explained clearly, concisely and transparently how they could assist and help set these up.
I engaged immediately and wasn’t disappointed, they hold your hand and guide you through the whole process, furthermore I received regular updates during the process and some investment advice along the way.
I would absolutely recommend using these guys, good old-fashioned service at its very best where nothing is too much trouble.
DM - Oct 2022
As the executor of my fathers will I was at a loss as to where I could set up trust funds after trying all the high street banks. It was like a weight had been lifted as soon as i spoke to Lisa. Everything was dealt with quickly and professionally and I can't thank her enough. I would highly recommend Simpson Financial Services to anyone in need of help setting up trusts.
SJ - July 2022
I was tasked with setting up a UK trust bank (my challenge, amongst others, included the fact that I am not based in the UK).
Right from our initial contact it was evident to me that Lisa has a vast amount of knowledge and experience in the field of trust banking.
The service that Lisa provided proved to be invaluable… the successful outcome was delivered with professionalism, attention to detail, continual follow-up and an ongoing emphasis on customer service (not to mention lots of patience).
All in all, this was a very positive experience that far exceeded my expectations.
AR - June 2022
Following the death of our Mother, my Brother and I found ourselves to be the named Trustees of a Will Trust. We were advised by our Late Mother’s Solicitor as to what being a Trustee entailed and found the thought quite daunting.
We tried a couple of telephone calls with potential “experts” (financial adviser/accountant) and approached many of the high street banks and building societies ourselves, all without success and we wondered what to do next! Then we found Lisa Simpson! After reading testimonials on the website (Simpson Financial Services), I made contact with the company and received a call back from Lisa the same day. From that first telephone conversation, I felt such a sense of relief and knew Lisa would be able to help us.
An account was sourced for us within days, clear instructions were received as to what was required for application and all documents were submitted very easily via a secure portal. Lisa managed the process on our behalf from start to finish and we couldn’t be happier with the service received.
Lisa is approachable, helpful, friendly and very knowledgeable on Trusts and I believe went above and beyond in answering all of my many questions. If you ever find yourself in the same position as my Brother and I, please do not hesitate to give Lisa Simpson a call, I am confident she will be able to help.
Once again Lisa, thank you.
LP - Jan 2022
Lisa Simpson and team at Trust Accounts are in another league of exceptional professionals. They managed the process from the outset, understood my needs, clear instructions of information requests and excellent end product. You would regret going elsewhere.
EG - Jan 2022
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
JW - Oct 2021
I just wanted to say what a pleasure it has been working with you. Thanks for all your help.