Profusion is a successful wealth management company providing a first-class service to its clients through the knowledge, experience and commitment of its advisers, which is central to developing and maintaining client relationships that are built on trust, honesty and integrity.
At Profusion we take the time to develop a close working relationship with our clients to create a financial planning solution based upon their personal needs, objectives and priorities, such as keeping a good standard of living in retirement or protecting their wealth for future generations. Financial Planning and Wealth Management requires a much broader involvement with clients than just the provision of financial advice. We utilise the latest forecasting software to assist our clients in understanding how their financial assets may support them in meeting their current and future standard of living aspirations.
We undertake regular reviews to ensure that as a client’s circumstances change our advice is adapted accordingly.
At Profusion Wealth Management Ltd we recognise the client’s aims and objectives are central to their financial planning decisions. We have over 35 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.