SG Financial Services

Independent Financial Adviser  16 London Rd, Bicester, Oxon, OX26 6BN
First meeting at adviser's own cost
Providing logical, intelligent financial solutions that reflect your individual requirements is the hallmark of my financial advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
MRS Shirley Hook-Pattison Dip PFS
Consultant

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

What our clients say
"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, Didcot
About us

Private practice of 14 experienced, fully qualified Independent Financial Advisers, with offices across the country.

The Oxfordshire office, based in Bicester, which was established in December 2000, is run by Shirley Hook-Pattison, Bicester's only female Independent Financial Adviser. I am both professional and friendly and will ensure that my advice is tailor made for each client. I have over 20 years experience in financial services and have helped many people achieve their financial goals. My specialist subjects are pensions and investments, which I feel very passionate about.

Our services

We are highly experienced in all areas of financial advice and offer a comprehensive range of services in a simple, straightforward manner.

Where to find us
Head office address: 16 London Rd, Bicester, OX26 6BN
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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