Are you looking for precise, accurate, truly independent financial advice?
If so, look no further.
Services
Shirley is Bicester’s only female Independent Financial Adviser, with access to the whole of the market. She has a portfolio of clients in the surrounding area. She has over 25 years experience of helping people achieve their financial goals and prides herself on her friendly and professional manner.
Shirley’s professionalism is enhanced by her warm and approachable manner. By making sure she has fully understood your needs, Shirley is able to put together a relevant financial plan that paves the way for a long lasting relationship based on trust, transparency and client satisfaction. There is no such thing as a silly question!
“Shirley is very experienced, with an impressively clear head for all matters to do with her field of expertise. I also found her to be sensitive to the needs of individual circumstances, and with a very strong sense of her duty of care to her clients.”
“Shirley is a lifesaver. She has sorted out my complex and intractable pension situation, and continues to manage it for me with clarity and wisdom.”
– Janet, Oxfordshire
“I have been monitoring progress. It has been going better than I could have hoped for. We are very happy with the investment portfolio.”
– HN, Bicester
Would you like to start benefiting from Shirley’s advice ?
If so, have a free half hour consultation with Shirley to find out how she can help you.
