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

Below are a few testimonials from some of  Shirley's recent clients.

 

Testimonials

"For over twenty years Shirley has been looking after my portfolio of investments, now worth over three quarters of a million pounds. Throughout that time she has been readily available and in regular contact, and has been ever vigilant in her advice and wisdom. Shirley is direct in her recommendations and sometimes in her timely warnings, and throughout our relationship has been relaxed and straightforward. She always ensures that when she is away or temporarily unavailable her staff are properly briefed and qualified to help, and her correspondence promptly dealt with."
Mr AB, Oxfordshire

 "Shirley is a lifesaver. She has sorted out my complex and intractable pension situation, and continues to manage it for me with clarity and wisdom. Shirley is a joy to work with and I always look forward to her visits on a personal as well as professional level." -Janet, Oxfordshire

 "I just wanted to say that I really appreciate all your work and advice regarding my mum's finances" -JH, Witney

“Many thanks Shirley.  Checked progress today.  The portfolio is performing well beyond my expectations.  Thanks very much for your advice.”   JC, Bicester

“I am thoroughly enjoying retirement and my income, savings and investment seem to be going very well.  Thank you.  It seems a long time since our meetings last year and the excellent work you did to sort out my pension.”  DA, Bicester

“I have been monitoring progress.  It has been going better than I could have hoped for.  We are very happy with the investment portfolio.”   HN, Bicester

"You have made such a difference to our lives."
Mr and Mrs DM, Banbury

"I first met Shirley when my Mother was selling her property to move into a care home and had a substantial sum of money to invest to provide for her care.  Shirley had already been my Mother's adviser for a number of years, but there had been no need for us to meet.

I liked her straight away, and was impressed by the way she related to my Mother and her needs.  In ordinary language she devised an investment plan which we both understood.  I should point out that my Mother was 90 years of age and had no problem in understanding Shirley's recommendations.

I was delighted with the way in which these investments performed, and very surprised at how much money was left after my Mother died.  Shirley has now invested this money for me, again understanding that I need it to work hard for me, and has paid particiular attention to my request for ethical funds, and discusssed the various grades of ethical funds with me in detail.

I can't recommend her highly enough - particularly where elderly people are concerned.  Shirley has a natural empathy with them."
SMA, North Yorkshire

"I consulted Shirley for financial advice on investment and pension.  She is very experienced, with an impressively clear head for all matters to do with her field of expertise.  I also found her to be sensitive to the needs of individual circumstances, and with a very strong sense of her duty of care to her clients.  She combines razor sharp business acumen with integrity and a very kind heart - an unusal combination.  I recommend her services extremely highly."
EC, Cheltenham

"It's not often that you hear people say that they are looking forward to a visit from their financial adviser, but Shirley is that rare exception.  Friendly, and professional, she takes time to understand your needs.  I first came into contact with Shirley through one of my colleagues.  I was so impressed that I used her as my financial adviser, and recommended her to my boss.  He now uses Shirley's consultancy services for our business.

Shirley keeps her promises and genuinely cares about her customers."
LH, Milton Keynes

"Shirley has been our Financial Adviser for nearly 20 years and in that time she has never advised us wrongly.  She has always taken into consideration our risk profile and advised accordingly.  She will never badger you to invest more that you wish and can honestly say all our investments have produced good results.  She will watch your investments, and of course there are highs and lows and should they be under-preforming she will always advise you on the best strategy.   Her professional knowledge is second to none and as a bonus she is a lovely lady to do business with.  Can’t recommend her highly enough, and we now consider her as a true friend."
Carolyn Clark of Didcot

"I just wanted to say that I really appreciate all your work and advice regarding my mum's finances" - JH, Witney

 

“Many thanks Shirley.  Checked progress today.  The portfolio is performing well beyond my expectations.  Thanks very much for your advice.”  -  JC Bicester

 

“I am thoroughly enjoying retirement and my income, savings and investment seem to be going very well.  Thank you.  It seems a long time since our meetings last year and the excellent work you did to sort out my pension.”  - DA Bicester

 

“I have been monitoring progress.  It has been going better than I could have hoped for.  We are very happy with the investment portfolio.”  - HN Bicester

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