Trustee Accounts - Leamington Spa

Jay T.

I can highly recommend Lisa at Simpson financial services. From my first contact with Lisa, she explained fully how she could help also including the charge for her services. I was under no pressure to go ahead but so glad I did. And would like to thank Lisa for all her help setting up Trust Account. I don’t know what I would have done without her patience and helpfulness. Lisa is very professional and knowledgeable. I would recommend her service to anyone trying to set up Trustee Accounts.

Sarah A.

We tried several ways to open a Trust account. By the time someone recommended Lisa Simpson we were already in the process of setting up an account with a bank and thought we didn't need her. As the Trust has a few added complexities, the bank we had found began adding significant extra hurdles and demands.
We decided to try Lisa. She found a different bank, dealt with them on our behalf, resolved the issues relating to the Trust's complexity and we have ended up with the account we needed. And it doesn't have any of the additional charges that would have been associated with our first attempt.
I am very grateful for Lisa's expert assistance and recommend her highly.

William T.

Thanks for all your help setting up our family trust account. Your assistance and professional advice were invaluable, making the complicated process much more manageable. I highly recommend your services to others looking for financial services.

Win W.

I would like to thank Lisa Simpson for sorting out a Trust Bank Account for me. Prior to contacting Lisa I had contacted numerous Banks. I managed to find a couple that would open an account, however once I mentioned my niece the beneficiary lived in Sweden they all said it would not be possible. I also spoke to a number of Financial advisors who were all unable to help due to my niece not being a UK resident. I found trustee accounts from a Google search. From the first call from Lisa she was confident that she could get an account opened even when I explained the issues I had been having. Lisa is extremely helpful and clearly excellent at what she does. The portal Simpson Financial Services use, is simple to use and a secure fast way to supply documents. I would definitely recommend anyone needing a Trust Account to look no further than Simpson Financial Services.

Thank you.

Samantha W.

We contacted Lisa after spending months getting nowhere trying to open a trust account for our niece and nephew's inheritance. Even our solicitor was unable to help or point us in the right direction. Lisa was incredibly helpful, offering advice and guidance along the way, and co-ordinating the opening of two accounts for us in the end. If you are struggling, like we were, I suggest you contact Lisa. She has contacts in the trust industry and will make the whole process so much easier.

David B.

We used Simpson Financial Services to help us open a new Trustee Bank account, which had to be done quickly, so there was no room for missteps. It was great to work with Lisa Simpson; her timely and effective advice and knowledge of what the Bank in question would be looking for meant that the process was as straightforward as it could have been in the circumstances.

Stephen B.

We were recommend Lisa to open a Trust account. Lisa listened to our requirements and sourced the exact account we needed. Lisa was always very responsive and communicated with us every step of the way. Lisa was always professional, friendly and made the whole process so much simpler for us. I would highly recommend. Thanks Lisa.

Sophie M.

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 and apologies this took me so long to write!