Independent Financial Advisor
Free initial consultation + £250/hr
Hello, I'm Shirley. I am Bicester’s only female IFA, offering whole of market advice. I have a passion for investments and pensions, which I have been advising on for over twenty years.
I am a petrol head who loves touring Europe in a convertible car with the roof down, and I have two grown-up children and seven grandchildren.
I specialise in pensions and investments, but can also advise on life and illness protection.
Customer service is of vital importance to me and I will always “go the extra mile” for my clients.
My qualifications include DipPFS, MAQ, EFA.
I can help people achieve their financial life goals, by putting together a relevant financial plan that paves the way for a long lasting relationship based on trust, transparency and client satisfaction. There is no such thing as a silly question!
I cover Oxfordshire and the surrounding counties and will visit clients in their own homes or places of work, or they may come to me in Bicester. I also offer virtual or telephone appointments.
My availability is Monday to Friday 9am to 5pm.
My hourly rate is £250.
Please contact me here to book a free consultation. Testimonials included below.
"Shirley was my first totally independent I F A . Previously I had only invested small ISA amounts through advice at my local building society, who were very limited in the products they could offer. She spent time finding out the level of risk I was prepared to take and then suggested various suitable options . The advice she gave was excellent and the investment has not only increased in value, but also allowed me to take a small monthly income to boost my pension. Shirley is warm, friendly and approachable but still very professional. She is always willing to go the extra mile and I would thoroughly recommend her."
"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."
"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 unusual combination. I recommend her services extremely highly."
“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.”