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.
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.
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
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 .
* 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 .
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.