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!