Pension Services for Individuals

The Private Client team at Wilsons offer the highest quality service and reliable advice that our clients deserve to help them plan and manage their financial matter for the future.

Our team of highly experienced and qualified financial advisers can help you in numerous ways, for example by providing analysis of existing pension arrangements, arranging new pensions, advice on investment options and risk. Because all our clients are individual we provide an individual service, we will discuss your plans for the future with you personally and find the best solution.

Below are just some of the areas in which we can help you plan financially for the future:

  • Self Invested Personal Pensions (SIPPs)
  • Property purchase utilising SIPP plans
  • Fund portfolio construction and review
  • Analysis of existing pension arrangements
  • Reporting on pension arrangements and future provision
  • Retirement options reporting and arrangement

For further information then don't hesitate to call on of our advisers, or alternatively have a look in our downloads section for newsletters and guidance.

 

Registered Office: Wilson House, 1/3 Waverley Street, Nottingham, NG7 4HG
Registered in England Number 862690 - Members of British Insurance Brokers Association
Harold Wilson (Insurances) Ltd. and Harold Wilson Financial Services Ltd. are authorised and regulated by The Financial Services Authority