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
PMC - Jan 2021
I know from experience how difficult and complicated it is for a layperson to deal with Trust matters, so my heart sank when I was called on to set up another Trust account. In desperation I turned to the Web, stumbled upon Simpsons Financial Services and contacted Lisa. She was extremely helpful, engaging immediately with my particular problem, and helped me to resolve it quickly and simply.
I doubt I could have found such a satisfactory solution on my own. Lisa was friendly, approachable and efficient; I would certainly ask for her help again in the future, should I need it. I recommend her without reservation.
NO - Jan 2021
All the way through the process Lisa was knowledgeable, helpful and approachable. She quickly identified trustee account options for us and clearly explained the details of each. Lisa made opening the account a pain-free process. Would definitely use Simpsons FS if we ever needed another trustee bank account.
AG - Nov 2020
Having been advised by my own personal Bank that they do not now handle the work of opening a Trustee Bank Account, I looked at several Companies on the internet that specialise in this work. I was very fortunate to have chosen Simpsons Financial Services.
The opening of this account was carried out by Lisa Simpson in an excellent and efficient manner. The Trustee Bank Account was opened in a matter of a few days. From the moment I contacted Simpsons Financial Services Ltd they were very helpful and efficient at all times. I have no hesitation in recommending this Company.
PJH - Nov 2020
We had no previous experience with Trustee accounts and were struggling to understand what was required. Lisa was knowledgeable and helpful, clearly explaining our options and the process. She took time to understand our situation and the family priorities and tailored her support accordingly.
We never felt under pressure and she was patient and supportive throughout. She was always efficient and responsive and kept us fully informed about progress. Highly recommended.
FH - Oct 2020
Contacting Lisa to help me with opening trust accounts for my children was, by far, the best decision I made. The process was not straightforward, due to the funds being held in Australia, but Lisa was so knowledgeable, professional and helpful that she made it so much easier for me.
From our first conversation I felt reassured that Lisa would be able to help us, as I was almost at a point of giving up after trying to set the trust accounts up on my own. Lisa kept me well informed at all times and went through all the best options with me. We can’t thank Lisa enough for her help and support.
NT - Oct 2020
I've never been involved with setting a trust fund up before. Lisa was exceptional at providing this service. From start to completion the process was simple and far quicker than I anticipated. All forms are completed by Lisa and we just required to sign them and return. I would not hesitate in recommending Lisa to open a trust account and definitely use again in the future.
PJ - May 2020
As a newcomer to the world of trusts, Lisa's help was invaluable in setting up our bank account. She took us through the options available and gave us clear information that enabled us to make the right choice. She completed the paperwork for us meaning that we only had to sign it to complete the process. All in all it was very smooth, and if you have a similar task then Simpson Financial Services come highly recommended.
ME - May 2020
Thank you very much for all of your hard work with getting the account opening sorted. It is a huge weight off of our minds.
RB - March 2020
Thank you so much for your help setting up the Trust account. I was at the end of my tether with the high street banks and you made it all happen! You were well worth your fee!!!