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.
PS - July 2021
Lisa, I can’t thank you enough for being so amazing and efficient and sorting out our family trust.
EM-E - June 2021
Needing to set up a Trust Account for my late father's estate I was getting nowhere until I stumbled upon Simpson Financial Services. Lisa was very helpful and efficient throughout the process of finding a suitable account and getting all of the paperwork sorted, all for a fixed fee. I wouldn't hesitate in recommending Simpson Financial Services to anyone needing a Trust Account.
RS - June 2021
After searching the market it was refreshing to find someone that knew how to procure a trust fund account and fully understand my requirements. From the moment I spoke with Lisa I was confident that it could be achieved securely, professionally and importantly with no stress for myself. Everything was dealt with a positive attitude and extremely promptly, I would have no hesitation in recommending Lisa and Simpsons to anyone who requires a trust fund setting up.
DB - June 2021
Thank you for all your help setting up the account. You have been very responsive, efficient and clear and altogether a pleasure to deal with.
AW - May 2021
As a historic Executor for my late Aunts Will I was desperate to put the retained estate into a Will Trust Fund . I found little help. The Solicitor handling the Estate declined to help because of the time involved. The Building Society holding my Aunt’s Account did not provide Trust Accounts.
My own Bank did have Trust Accounts but the paperwork given to me appeared unnecessarily complex and with 9 beneficiaries with an interest in the Estate ,scattered throughout the United Kingdom , the amount of work appeared insurmountable. In extremis I found Simpson Financial Services Ltd on the internet and thankfully ‘hit the Jackpot’. Lisa
Simpson , The Trust Specialist , with her easy friendly efficient manner guided me through the process effortlessly, in spite of Covid restrictions , to bring the whole matter to a successful conclusion. I cannot thank Lisa enough for her help and advice.
AH - March 2021
I contacted Simpson Financial Services when I was faced with trying to open a bank account for Trustees to handle funds for a family member living overseas. I had found it impossible to do myself. Lisa Simpson initially 'phoned me, without obligation, to discuss what I was seeking to do.
After understanding the difficulties of finding a bank, and the steps needed to open an account, I had no hesitation in employing Lisa for this task. She was very professional and efficient, making sure that the large number of documents collected from all Trustees was organised ready to be presented to banks willing to open an account. Lisa ensured there were no delays.
She kept in touch at every stage, always replied to messages and 'phone calls and was very patient when Trustees made mistakes with paperwork! I found her to be kind and supportive throughout a difficult task. I could not have achieved the successful opening of an account without Lisa's professional help and advice.
TB - March 2021
I needed to open a discretionary Trustee Account in accordance with my uncles will. I never dreamt how difficult this could be. Contacted every high street bank I could think of and a few building societies with no luck at all.
Finally a friend told me about Lisa at Simpson Financial Services. Oh what joy she was wonderful, found me a bank account advised me what paperwork was required, filled out the application for me.
Bank account opened and operating in no time and all done via the internet. Absolutely brilliant service, I really cannot thank her enough she really was my saviour. Thank you Lisa
SJ - Feb 2021
Great work and many – actually huge - thanks. We will make sure that the first bill paid is yours!
PB - Feb 2021
We had been trying to set up a Trust Account for over 10months with our regular high street bank who we have been with for over 30 years. Half way through the process they decided they didn't do private trust accounts anymore, they then told us they did so we started the process again, and believe it or not then told us they didn't for a second time! Most of the other banks we talked with wanted all of our bank accounts transferred to them.
Our High Street bank referred us to their private clients division, who could open the account...the only problem was they need £1m deposited in terms of investments! I found Lisa's details online but I was very sceptical, however the whole process was super efficient and sorted within the month! Great result!
GT - Feb 2021
I was at my wits end trying to locate and open a trustee account. I found Simpson Financial online . Filled in form for call back. The call back from Lisa made me see a light at the end of the tunnel. She told me what to send her and then filled in all forms. Lisa found an account and all the account details arrived at my home. Even when the bank sent me a form to fill in Lisa called me to talk me through the form. Thanks for everything