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

Although Shirley Hook-Pattison has intelligence about the whole marketplace, including high risk esoteric investments, she is very aware of an individual’s attitude to risk via her risk profiling tool, and ensures the investments and products she recommends accurately reflect this.

Investment and Portfolio Management

Shirley's expert knowledge of a wide range of products enables her to provide assistance with investment advice and portfolio management across the board, with services including:
 
• Individual Savings Accounts (NISAs - which have replaced ISAs)
 
• Unit Trusts/Open Ended Investments Companies (OEICs)/General Investment Accounts
 
• Investment Bonds – with or without guaranteed income

• Off Shore Investment Bonds
 
• Discretionary fund management 
 
• Ethical investments

Investments
 
Pensions
 
Savings
 
Family Protection
 
Corporate
Joanna Craig Website Design