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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

Family Protection

Life assurance advice Bicester Oxfordshire
Shirley can offer a variety of family protection services including Life Assurance, Critical Illness Cover and Income Protection

Life Assurance

It is essential that your family should be protected in the event of your untimely death. Shirley will advise you on the type of policy and level of cover that you need in order to ensure your family has complete financial security, should the need arise.

She is able to recommend a policy that offers you the highest level of protection, from one of the following:

  • Whole of life, with guaranteed or reviewable premiums
  • Term assurance – this can be either level or decreasing to cover a mortgage, with guaranteed or reviewable premiums
  • Single or joint policies
  • Family income benefit, allowing your dependants to receive benefits monthly rather than as a lump sum

Critical illness

The added stress of financial hardship is not something you want to cope with in the event of being diagnosed with a “critical illness” and perhaps never being able to work again. Therefore it is sensible to combine this cover with your life assurance. Shirley can show you how.

Income protection

You can also protect yourself financially against prolonged absence from work due to illness that is not classed as “critical”. Let Shirley explain the difference to you and work out the cover that is right for you. She offers advice that can also have added benefits for you and your family.

Shirley provides advice to:

  • Cover long-term sickness for up to 60% of income for both
  • Self-employed or employed clients
  • Include an investment element, so that money is left at the end of the contract whether or not a claim has been paid
  • Ensure payments up to retirement age

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Financial Services

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Latest Blog Posts

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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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