If you are being appointed a Trustee of a newly appointed Trust, you may need to set up a Trustee Bank Account.

If you are already a Trustee of an existing Trust, you may have already set up your banking facilities – but how competitive are the account charges and interest rates now?

Trustee involvement – do you need help?

Does your involvement as a Trustee involve day-to-day financial management and use of a Trustee Current Account, or is the financial management more focused on interest rates and investment returns using Trustee Cash Savings Accounts?

Advice and help for Trusteess

Simpson Financial Services have had many years advising and helping Trustees with their responsibilities, ranging from investing to banking and financial management. If you are a Trustee and need our help or guidance, please contact us in confidence by filling in the form, or telephone 0845 0179 578 or email  This email address is being protected from spambots. You need JavaScript enabled to view it. – we look forward to hearing from you.

Trustee Bank Accounts