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

Shirley Hook-Pattison has a wide range of strategies to assist you in building for the brightest possible future. By looking in detail at your goals and timescale, Shirley is able to help you make the most of conserving your money in a tax-efficient way.


Shirley’s savings advice includes:

• Individual Savings Accounts (NISAs) – both cash and equity/stocks and shares

• National Savings

• Tax Exempt Savings plans – to maximise all tax free allowances

• Unit Trusts/Open Ended Investment Companies (OEICs)

Shirley ensures that all her clients are fully risk profiled, so they can be sure that they are getting exactly the level of security that they need.

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