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!!!
RB - March 2020
Thank you for all your efforts and making this process seamless, really appreciated
JS - March 2020
Many thanks for all your help over the last few months setting up funds from both my mother’s and sister’s estates. I wouldn’t have known where to even start with such a complicated set up for trust accounts. We finally got there! I would certainly recommend your services to others in the future
CS - Jan 2020
As part of the sale of our parents’ house, my sister and I were required to set up a Will Trust Account to deposit the proceeds of our late mother’s share of the house. The solicitor provided no guidance on this process and we assumed it would be a straightforward case of contacting banks ourselves. It was not that simple!
Fortunately, I discovered Simpson Financial Services. During the first phone call with Lisa, I had confidence that she understood our requirements, and from that point on, the whole process was simple and extremely efficient. Lisa recommended products, listened to our feedback, answered all queries and assisted in finding the best return on our investment. She always replied to e-mails promptly and all information was clearly explained. Lisa liaised with the banks, provided updates at all stages and we could not believe how quickly the relevant accounts were set up. The whole transaction was straightforward and stress free. Thank you!
I would not hesitate in recommending Simpson Financial Services.
HF - Nov 2019
Having looked into setting up trustee accounts for my niece and nephew and been totally bewildered and frustrated by the lack of advice both on the high street and the internet, it was such a relief to find Simpson Financial Services.
Lisa has been absolutely fantastic - such a help in setting up an account and everything was explained really clearly. The whole process was made very simple and the account opened quickly.
Thank you for being so friendly and professional and providing such an efficient service.