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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

Inheritance Planning

Inheritance planning advice Bicester
Nobody wants to leave their beneficiaries with a huge tax bill when they die and furthermore they don’t have to. Discuss your options with Shirley today.

Inheritance Planning

Shirley can give you inheritence planning advice in a number of ways, including:

  • Whole of life plans, written in trust for beneficiaries
  • Trust options allowing the donor to have access to both capital and interest
  • AIM portfolios

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Financial Services

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

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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