Harold Wilson Financial Services

Restricted - Whole of Market  Wilson House, Nottingham, Nottinghamshire, NG7 4HG
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FCA authorised
Last authorised 17th February 2020
Our approach is innovative, professional and supportive – helping our clients to make the best professional and personal financial decisions
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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Socially responsible investments
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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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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Travel
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Estate planning
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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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
Meet our advisers
Patrick Makin Dip PFS, Cert CII (MP)
Richard Dilley BA (Hons) Dip PFS
Financial Adviser
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
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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