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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