Investment Case Study

Investment Case Study "We were introduced to Shirley Hook-Pattison in November 2002. We had been retired for a number of years and at that time we had £89,000 in a building society and a with-profits bond valued at £128,600. We had to take £1,000 out of the building society every month to help with living expenses and we were withdrawing £1,000 per year from our bond. Read more here http://www.bicesterifa.co.uk/case-studies-2/investment-case-study/

“Wealth consists not in having great possessions, but in having few wants.” ― Epictetus

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Who agrees?

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Merry Christmas and a Happy New Year to you all!

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It is Christmas Eve, what are your favourite traditions before all the madness of Christmas Day start?

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Did someone say Friday?

A little more information about me, Bicester's only female Independent Financial Planner. http://www.bicesterifa.co.uk/about/shirley-hook-pattison/

“The hardest thing in the world to understand is the income tax.” ― Albert Einstein

Lloyds Bank buys MBNA credit card firm for £1.9bn - BBC News

Lloyds Bank buys MBNA credit card firm for £1.9bn - BBC News http://ow.ly/wORc307jnLy

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The start of the week before Christmas, everyone loves Grumpy Cat at Christmas! Enjoy the run up to Christmas <3

This time next week, it will be Christmas! Is everyone ready?

unbiased.co.uk - Independent Financial Advisers

Where do you start to look for a reliable and trustworthy Independent Financial Adviser? The UK’s number 1 professional advice portal – Unbiased. Unbiased helps you find qualified and professional advisers who can help you plan for your future or get the most out of your investments.