Lisa has been the most helpful and professional person that I have ever had the pleasure of dealing with. She had all the solutions I needed in setting up Trust accounts after the loss of my brother which prior to seeking Lisa’s services had proven impossible. Because of matters on my part, things weren’t always straight forward and yet Lisa dealt with them in the most professional and patient manner, I cannot recommend her highly enough.

KV - April 2023

Thank you for getting the trust accounts open Lisa Simpson. Very helpful and professional. Can always call up to get help and advice immediately.

DV - May 2023

I would like to commend your excellent service and support in setting up a trustee account. The whole process was clarified, simplified and made accessible. Lisa was readily available and provided frequent and clear feedback every step of the way. Her support was invaluable. My sincere thanks

CE - Feb 2023

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 was recently confronted with the need to set up a Trust account and had no idea on how to do it. I followed up the recommendations on the website and contacted Lisa Simpson. Her advice and support has been very good. She explains a difficult subject in a simple and straightforward way and has kept me up to date with progress.  Her personable manner has made the whole process more bearable. Thank you Lisa.

KM - Dec 2021

Can’t thank Lisa enough for getting a trustee account set up for my daughter. Have been trying to get an account opened and wasted weeks of my time with high street banks who had no idea what I needed and the solicitor who drew up the trust made it sound easy as just walking into a bank which was far from the truth! A cry for help on the internet search gave me the number for Simpson Financial Services, Lisa at the time was on annual leave and Hannah explained the process and we sorted all the documents out in readiness for Lisa’s return and 2 days of Lisa returning everything was submitted and account opened within a week.

So grateful to both for being so professional and prompt and understanding my sheer desperation to get an account sorted.

PS - Sept 2019

I was tasked with setting up a UK trust bank (my challenge, amongst others, included the fact that I am not based in the UK).

Right from our initial contact it was evident to me that Lisa has a vast amount of knowledge and experience in the field of trust banking.

The service that Lisa provided proved to be invaluable… the successful outcome was delivered with professionalism, attention to detail, continual follow-up and an ongoing emphasis on customer service (not to mention lots of patience).

All in all, this was a very positive experience that far exceeded my expectations.

AR - June 2022

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.

CS - Oct 2019

As executors of my late father’s will my step sister and I were charged with setting up a family trust for a moderate lump sum. We were very unclear on how to go about the task and worried by the legal implications. Luckily an internet search turned up SFS. I was delighted with the sound advice and clarity provided by Lisa.

The one-off service to source and open a suitable account offered good value for money and put our minds at rest. A very professional yet friendly service, all done via phone, email and post within a month, with no ongoing management fees. Thoroughly recommend.

JN - Sept 2019

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!

HF - Nov 2019

I was struggling to open a number of Trust Accounts as most banks seem to be withdrawing them. I reached out to Lisa Simpson of Simpson Financial Services for some advice. Oh my goodness what a breath of fresh air, Lisa explained clearly, concisely and transparently how they could assist and help set these up.

I engaged immediately and wasn’t disappointed, they hold your hand and guide you through the whole process, furthermore I received regular updates during the process and some investment advice along the way.

I would absolutely recommend using these guys, good old-fashioned service at its very best where nothing is too much trouble.

DM - Oct 2022

JS - May 2023

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!

GT - Feb 2021

Lisa was absolutely amazing in helping us set up a lifetime interest Trust Account after the death of our mum. I had quite literally no idea what needed doing and she took care of everything so professionally - she was always available to answer my (often quite stupid) questions patiently and clearly, even responding well out of office hours. She also explained to us about cash platforms, enabling us to invest the money in several high interest accounts which not only means it's protected by the FSCS but also that it is making really good returns for our Dad. In one year alone this will cover her fees 15 times over. What is particularly good about Lisa (and Simpsons in general) is how trustworthy they feel. As someone with absolutely no experience of investing or complex financial matters, you can feel quite vulnerable dealing with people you don't know via email, so I wanted to write this review both to thank Lisa and to reassure others that, if you are looking for someone to set up a trust account for you, you will be in safe hands with Simpsons. Thank you so much Lisa.

SM - Nov 2023

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

I have been very happy with the service provided by Lisa in setting up trustee bank accounts. At all stages in these complicated processes, Lisa has promptly kept me informed of progress and told me what was needed of me. Considering the effort needed on her part, I felt that the charges, for the service provided, were reasonable. I would have no hesitation in recommending Simpson Financial Services to others needing assistance in such matters.

MJ - Dec 2023

My husband found this service after many months trying to find someone who I could totally trust to advise me correctly, and who I had total confidence in. When Lisa called, she listened to my situation and explained everything in the most detail, with a follow up email after all our discussions. There was no pressure towards me at any point. I've always felt very informed and felt that everything has always been explained and offered to me for my interests. Lisa has always been very professional and open/honest and always very polite. I always feel totally comfortable, and trust that she is making my money safe. I am forever grateful for her help and guidance and very blessed to my husband for finding this company. I will always recommend you. Thank you.

KN - Dec 2023

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

As the executor of my fathers will I was at a loss as to where I could set up trust funds after trying all the high street banks. It was like a weight had been lifted as soon as i spoke to Lisa. Everything was dealt with quickly and professionally and I can't thank her enough. I would highly recommend Simpson Financial Services to anyone in need of help setting up trusts.

SJ - July 2022

The Trustee Accounts Service has helped me to set up a bank account for our Trust which I was unable to do without help. Lisa found us a good solution for our individual needs and was polite patient and knowledgeable. I am happy that I have received a "value for money" service and recommend this to anyone needing help with navigating the banking system to set up a Trustee Account.

GW - Jan 2024