Shirley Hook-Pattison
Independent Financial Planner
Your Future - Our Business

Are you looking for precise, accurate, truly independent financial advice?

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The Oxfordshire Office.

No two days are the same – pensions to investments!
Jun 24, 2014

Helping my clients with their financial needs….

Hello everyone, I hope you've been enjoying the sunshine when we've had it.  I've done my best, driving to see my clients with the top down on my convertible.  I've also had a lovely holiday in Crete, staying at the very luxurious, Daios Cove.  Good job, because I've been really busy since I came back.  I thought it might be interesting to tell you about some of the people I have helped over the last few weeks.

First of all, there was the lady who had inherited a substantial sum of money.  She knew it was earning next to nothing in the bank - 0.75 per cent to be precise, but was frightened of investing via the Stock Market because she was terrified of losing money.  She couldn't face the thought of volatility, because she needed to know that her original capital was intact.  She consulted me, never having seen a financial adviser before, because her sister had told her that she needed to take financial advice.  I was able to invest her money and guarantee her no capital loss.  Furthermore she has access to it any time she wants it.  Her perceived problem solved.

Then there was the lady who already had a pension, but wasn't sure whether it was invested in the best place for her.  I discovered that she would like ethical funds, which she certainly didn't have when I met her.  That was soon solved.  After carefully analysing where her pension was, and what was available on the market, I transferred her to a portfolio of ethical funds.  The company she was currently using only offered one ethical fund, so she was delighted to move.  This client paid me a lovely compliment.  She said she was relieved that her pension was now in safe hands.

Next was the gentleman who wanted to take his pension, but didn't know how to go about doing it.  He needed more income for a few years until he received his State Pension.  He was sorted out pretty quickly and will be taking advantage of the new pension legislation which comes into effect in April.

The above are just three of the interesting people that I assisted, coupled with the usual round of financial reviews.

No two of my clients are ever the same, and my life is certainly never boring.  I love what I do and I believe it shows.

You can contact me directly on my website here http://www.bicesterifa.co.uk/contact/  or contact me directly here: 01869 247995 | 07736 105865 or via email shirley.hook-pattison@sfs-ifa.co.uk

Until next time…

Shirley 

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