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.

Investment and management portfolio
Mar 4, 2014

Is your money working for you?

The Bank of England says that it is extremely unlikely to increase base rate in the foreseeable future, and that it will probably be 2 per cent by 2017.  


This is death for the deposit account and many savers.  I wonder how many non-tax payers have cash ISAs because they think that is the right thing to do?   In actual fact they could probably get a higher interest rate from an account that is taxed, as they wouldn't be paying it.  It saddens me to think that many elderly and financially unaware people could be in just that position.

Investments change constantly and there is now a selection of products on the market, aimed particularly at the older client, which offer guarantees, and could be much more appropriate than having substantial sums in the bank or building society. 

Why not contact me for a no obligation chat?

You can contact me directly on my website here or contact me directly here: 01869 247995 | 07736 105865 or via email


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