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Shirley Hook-Pattison

Independent Financial Adviser | Bicester | Oxfordshire

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Call Shirley today on 01869 247995 or 07736 105865

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Contact Shirley

01869 247995 or 07736 105865

  • Facebook
  • LinkedIn
  • Twitter
  • Home
  • Services
    • Investments
    • Pensions and Retirement
    • Inheritance Planning
    • Savings
    • Family Protection
  • Risk Profiling
  • Case Studies
    • Investment
    • Pension
    • Protection
  • Blog
  • Testimonials
  • About
    • About Shirley
    • About SG Financial Services
  • Contact

Protection Case Study

“When I first approached Shirley to help with my finances I had never used a financial advisor before and I had very little protection or planning for the future. I now would refer to Shirley every time.”

“Shirley pointed out the levels of protection available and what would be recommended as a bare minimum to support my family in the event of unforeseen circumstances.

Being a sole trader at the time and also contributing highly to my mortgage, it was important to have some level of security if I was unable to work at some point. However, I also didn’t have a huge amount of spare income to put towards some protection. Shirley understood my level of risk (not very high) and income available and worked out an appropriate proposal. I now have in place a suitable plan for life assurance, income protection and also a small savings plan.

Shirley was efficient, clear and helpful in her undertakings, explaining the options available to me and ensuring I understood the details. I was confident that Shirley has my best interests at heart and am happy to continue to use her services and recommend her to others.”
Mrs JB of Buckingham

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Financial Services

  • Investments
  • Pensions and Retirement
  • Inheritance Planning
  • Savings
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Latest Blog Posts

An IFA in lockdown

20th May 2020

How many choices will you make today?

16th October 2019

Touring around Europe in a Classic BMW – with breakdown cover!

30th August 2019

Get in touch with Shirley today

Start the conversation which will lead to peace of mind, knowing that your finances are in good shape.

01869 247995

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Contact

Shirley directly on
01869 247995
07736 105865

shp@sg-fs.com

SG Financial Services Head Office
01704 549935

Services

  • Investments
  • Pensions and Retirement
  • Inheritance Planning
  • Savings
  • Family Protection

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