1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. East Midlands
  6. breadcrumb-arrow
  7. Nottinghamshire
  8. breadcrumb-arrow
  9. Nottingham
  10. breadcrumb-arrow
  11. Harold Wilson Financial Services

Harold Wilson Financial Services

Restricted - Whole of Market  Wilson House, Nottingham, NG7 4HG
check
FCA authorised
Last authorised 24th January 2022
Our approach is innovative, professional and supportive – helping our clients to make the best professional and personal financial decisions
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
Socially responsible investments
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
MR Patrick Makin Dip PFS, Cert CII (MP)
MR Richard Dilley BA (Hons) Dip PFS
Financial Adviser
MR Ian Baguley ACII Dip PFS
About us

A third generation family business established over 100 years, providing financial and insurance advice to businesses and individuals UK wide

Our services

In an increasingly technology-driven world, we still combine innovative, cost-effective solutions with a truly exceptional personal service

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

Wilson House, 1 - 3 Waverley Street, Nottingham, NG7 4HG

Similar advisers near you

Mather and Murray Financial
Independent Financial Adviser 0.36 mi
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
 
See profile
LifeSearch
Independent Financial Adviser 0.37 mi
We're experts, we care, we're here so you can protect the life you love.
 
See profile
Mazars Financial Planning Limited
Independent Financial Adviser 0.44 mi
We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.
 
See profile
George Square Financial Management Ltd
Independent Financial Adviser 0.58 mi
George Square Financial Management provides independent financial planning solutions and mortgage advice to private individuals and businesses. Our approach is professional, friendly and client-focused.
 
See profile