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James Pillinger

Having achieved consistent success over 15 years with HSBC Bank in providing financial advice to commercial customers on both a business and personal level, James decided that he could better meet his client's needs by providing genuine independent financial advice with access to whole of market solutions.

James is a highly qualified and experienced Chartered Financial Planner and a Fellow of the Chartered Insurance Institute which shows his commitment to obtaining and maintaining the depth of knowledge required to provide high quality financial solutions in all aspects of his client's financial planning needs, including the specialist field of pension transfers.

James believes that providing a first class service to his clients through his knowledge, experience and commitment, is central to developing and maintaining client relationships that are built on trust, honesty and integrity.

James's expert knowledge, experience and commitment to customer service, combined with the business support offered by a close relationship with Vision Independent Financial Planning, means that his customers can be assured of the highest level of financial advice.
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Paul Harman

Paul, having worked for HSBC Bank from school, for the last 17 years achieved consistent success providing financial advice to commercial customers covering the needs of the businesses he worked with and the directors and employees on a personal level.

Paul realised that to give his clients the best and most competitive solutions to meet their ever changing needs he needed to provide truly independent financial advice with access to whole of market solutions.

Paul is a Diploma qualified and very experienced Financial Planner and well on his way to achieving 'Chartered' status from the Chartered Insurance Institute. He is committed to obtaining and maintaining the level of knowledge required to provide quality financial solutions in all aspects of his client's financial planning needs.

Paul believes that providing an outstanding service to his clients through his commitment to find the right solutions, his knowledge and experience is integral to establishing and growing client relationships that are built on trust and loyalty. The combination of Paul's commitment to customer service and expert knowledge, with the business support offered by a close relationship with Vision Independent Financial Planning Ltd means that his customers can be assured of the highest level of financial advice.
Profusion Wealth Management Limited is a company based in the Midlands which provides whole of market independent financial advice for its clients business and personal financial planning needs. The company was established by James Pillinger and Paul Harman, two highly successful and qualified advisers with over 30 years combined experience in the financial services industry with HSBC Bank.

The company name was created to reflect its ethos of providing a professional financial planning service to business professionals on a commercial and personal level, whilst also recognising the combined experience, knowledge and expertise of the directors.

We are committed to offering fully independent advice to our clients, allowing us to provide the most suitable advice based on their individual circumstances using a comprehensive analysis of the relevant market.

We believe in providing a holistic financial planning service and establishing long term relationships with our clients.

We are committed to helping our clients understand exactly what we are doing for them by removing jargon and providing clear and concise explanations. Many of our existing clients have been with us for many years which is a testament to the excellent advice and service they receive on an ongoing basis.

We offer a free no-obligation first meeting where you can discuss your financial needs in more detail.

At this meeting we will listen to you and discuss your financial objectives and explain our fees and services.
Profusion Wealth Management Ltd - Proud to be Chartered Financial Planners

We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).

This is the industry's gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code

When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

Only the UK's premier financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.
James Pillinger
Paul Harman
Our Clients Are Our Business

Profusion Wealth Management Ltd offers a bespoke business and personal financial planning service. We recognise that clients have a need for financial advice provided by experienced and qualified advisers who they can trust and develop a long term relationship with.

At Profusion Wealth Management Ltd we recognise the client's aims and objectives are central to their financial planning decisions. We have over 30 years combined experience in the financial services industry with HSBC Bank working within their Commercial and Corporate centres specialising in providing holistic financial advice to their clients.

What we do

We provide a comprehensive financial planning service tailored to your personal needs whilst specialising in the niche area of corporate financial planning. Often working in conjunction with your accountants and solicitors, our aim is to establish and prioritise your goals. After an initial free consultation, we agree payment with you for our services which can be via a fee or commission depending on which service is being provided. We will then undertake regular reviews to ensure that as your circumstances change our advice is adapted accordingly.

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Our Services Include:

. Shareholder / Partnership Protection . Key Person Protection . Business Debt Protection . Employee Benefits - Death in Service, Group Healthcare, Group Critical Illness, Group Income Protection, Group Pensions & NEST . Auto-Enrolment . Company Pensions including SSAS . Personal Pensions including SIPPs . Pension Transfer Advice . Tax mitigation* . Inheritance Tax Planning* . Savings & Investments . School Fees Planning . Discretionary Portfolio Management . Life insurance . Critical Illness . Income Protection

* Not regulated by the Financial Conduct Authority

At Profusion Wealth Management Ltd we have established substantial business links to enable us to provide access to professionals in the following fields amongst others:

. General Insurance . Business Finance . Business Banking . Commercial Lawyers . Solicitors . Accountants . Mortgages . Will Writing

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What Happens Now?

To make an appointment please see the contact details below. All initial consultations are free and without obligation. At this meeting you will have the opportunity to ask any questions whilst we gather information to establish and meet your needs.

Write To Us
  • Friar Gate Studios
  • .
  • Ford Street
  • .

  • Derby
  • .
  • DE1 1EE
Call Us
  • 0800 002 5337
James Pillinger Mobile: 07528 552337
Email: james@profusionwealthmanagement.com
Paul Harman Mobile: 07717 467252
Email: paul@profusionwealthmanagement.com
'The service provided by Paul Harman of Profusion Wealth Management is always 1st class. It is never too much trouble for Paul to answer any of my concerns or questions.' Mr Nigel Golden

'Paul is a fantastic adviser, who I totally trust. He explains everything in layman's terms and makes sure that you understand everything before he moves on. He is a very professional person, but easily approachable. He understood what I required and came up with a solution whilst maintaining a professional but friendly manner. I would not hesitate in recommending Paul to any future client.' Mr Steve Phillips

'I feel I have been treated with a very high degree of professionalism. My adviser was extremely knowledgeable and went to considerable trouble to fully understand my requirements and long term aims. I am confident that the administration of my pension is in good hands.' Mr Roy Northover

'Paul Harman is a charming, articulate, highly knowledgeable Financial Adviser. His briefs have been succinct and yet detailed, I rate him very highly and have no hesitation in recommending him to other companies and individuals.' Jamie Marment, Director TFL management Services Ltd

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"James has provided expert guidance in both business and personal terms. He listens to our key objectives and has provided carefully considered plans to help us reach our goals. In financial matters where trust is the key factor, I would not hesitate to recommend James to deliver sound advice and service." Steve Gill, MD at Fisch Design Ltd

"James is a very talented Financial Advisor with extremely high ethics and is a great guy to get on with. His qualifications are a testimony to his expertise within the financial services industry and I would have no hesitation in recommending him." Guy Eaton, MD at On Event Production Co

James Pillinger has been my financial advisor for many years and is someone I trust to advise in a clear, concise manner with my needs, circumstances and welfare in mind. He is always available to answer my questions and gives regular updates on the performance of my portfolio. Highly recommended Mr Kevin Davenport

James is always reliable and efficient. He makes it very easy to work with him , he is flexible and always explains things in a way that I can understand . I always trust that he will do what he says and act in my best interestJill Mason, Kedleston Interiors Ltd

Having worked with James, I have found him extremely professional and knowledgeable, providing excellent service. I am therefore always confident in referring my clients to Profusion Wealth, as James's technical and high level of acumen at a specialist corporate level, provides my clients with bespoke solutions and a financial planning structure that prepares them confidently for the future. Mrs Kim Radley, Market Development Manager, Barclays Bank

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