We always appreciate feedback from our clients as we look to test the quality of our financial advice, the customer service that we give and the value for money you get. Here is a sample of the results:

 

J Drew - 2016

"As Executor for my Late Mother-in-Law, I was tasked with setting up a Trust for her Great-Grandchildren. Having received very little help from the Solicitors, I embarked on many hours of Internet research and made many fruitless calls to Banks, with little success.

Eventually, I came across Simpson Financial Services’ website, and spoke to Edwina. She explained how Trust Investments were best handled, but after a number of phone calls, and email exchanges, in which she sent me some details of long term investment options, it became apparent that in the short term, I needed a Trust Bank Account to be set up.

I was put in contact with Lisa to facilitate this. She researched various options, and eventually proposed a suitable bank. After I had provided her with the necessary information regarding the Will, Lisa filled in all the Application forms and all the trustees had to do was add their signatures.

Compared to the solicitor I was dealing with, I felt the charges for this service were very reasonable, considering the amount of work that was done on my behalf.

Within two weeks, I was contacted by the Bank, welcoming the Trust, thereby allowing the Solicitors to deposit money into the account. I will be approaching Edwina in the future regarding longer term plans.

From the outset, everyone I have spoken to at Simpson Financial Services has been courteous, helpful and efficient, and I have no hesitation in recommending them to anyone else."

 

 


CP from Northants...
 

"Thank you for your attention to detail"
Scored us 9 out of 10

N&D H from Birmingham...
"The service we received was outstanding in everyway. We will recommend you to anybody. Natasha was amazing in keeping us up to date with everything. Thank you so much"
Scored us 10 out of 10

SS from Coventry ...
"Fantastic"
Scored us 9 out of 10

SJ from Coventry....
"Great Service"
scored us 10 out of 10

AR from Nuneaton.....
"Thank you for all your help over the past few years"
Scored us 10 out of 10

JB from Leamington Spa...
"A pleasure to do business with you"
Scored us 10 out of 10

C&D C from Stratford Upon Avon....
"Many thanks for all your hard work. Even the final fee was good"
Scored us 9 out of 10

S&C W from Knowle, Solihull....
"Perfect and good fun too. We especially liked the Income and Expenditure forecasting which has put our minds at rest"
Scored us 10 out of 10