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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

Savings

Savings Advice Bicester Oxfordshire
Whatever you may be saving for, Shirley can help you. Maybe it’s nothing in particular, or maybe you have a specific financial goal? There are lots of questions to ask and a variety of savings plans available. Shirley will help you navigate your way through them and arrive at a solution that fits within your budget.

Shirley’s savings advice includes:

  • Individual Savings Accounts – both cash and equity/stocks and shares
  • General Investment Accounts
  • National Savings
  • Tax Exempt Savings plans – to maximise all tax free allowances

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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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