Harold Wilson Financial Services

Restricted - Whole of Market  Wilson House, Nottingham, Nottinghamshire, NG7 4HG
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FCA authorised
Last authorised 20th September 2021
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
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
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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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