We’ll understand your needs as comprehensively as possible to provide the best support and advisory service available.

By cutting out the complex and tedious step of dealing with banks, you can streamline your approach, saving time, money and hassle.

Powered by expert financial advice

Trustee Accounts is part of the Simpson Financial Services group. Simpson Financial Services is a privately-owned firm of independent financial advisers, established in 2004. Based in Leamington Spa, Warwickshire, our team of specialist professionals work closely with trustees across the UK to ensure your trust funds are working for their beneficiary.

We advise on all aspects of personal and business finance. Whether you need help with generating investment returns from the trust you’re managing or want advice on property finance and to secure a mortgage, we can help.

Our solutions, like your financial circumstances, are unique.

Find out more

Meet the team

Lisa Simpson

Lisa Simpson

Trustee Accounts Specialist

Lisa has over 30 years of financial services experience, over a decade of experience as a Trustee Accounts Specialist and works closely with solicitors and account providers. If you need to set up a trustee bank account, Lisa is the expert you want at your side.

  • This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Linkedin
Luke Viner Cert CII (FS)

Luke Viner

Cert CII (FS)

Financial Administrator

Luke graduated from the University of Warwick with a degree in Biomedical Sciences in 2021. He’s now achieved his Certificate in Financial Services whilst helping you throughout the process of setting up a trustee account.

  • This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Sophie Cordin

Sophie Cordin

Financial Administrator

Sophie joined the team in 2024 as a Financial Administrator after three years working in Financial Services. She’s got a creative educational background and a whole lot of experience in customer service - plus is our resident artist with a passion for digital drawing.

  • This email address is being protected from spambots. You need JavaScript enabled to view it.
Charla Farmer

Charla Farmer

Office Administrator

Charla has a background in business administration, and is at the end of the phone to help you with your trustee account queries. She provides top level customer service to meet your needs.

  • This email address is being protected from spambots. You need JavaScript enabled to view it.

Get in touch

If you’d like help opening a trustee bank account or simply have a question, please get in touch using the form below.

Trustee Accounts is a trading style of Simpson Financial Services Limited. I am happy for Simpson Financial Services to contact me via email with useful updates about relevant financial news and their products and services.

All required fields are marked with an asterisk*.

Please type your full name.
Invalid email address.
Invalid email address.
Invalid Input

Simpson Financial Services Limited

Registered in England and Wales under Number 4830621. Registered Address: 23a Cross Street, Leamington Spa, Warwickshire, CV32 4PX

Trustee Accounts is trading style of Simpson Financial Services Limited which is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate deposit accounts. We are entered on the Financial Services Register Number 472031 at https://register.fca.org.uk The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London. E14 9SR
Tel 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk