Our Services

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.


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.


For any advice on the suitability of transferring pension schemes that provide safeguarded benefits we will introduce you to our sister company Profusion Pension Transfer Specialists Ltd,  who through its own appropriately qualified advisers will offer competitive fees for services and advice provided in this highly complex area.


Profusion Pension Transfer Specialists Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395. This can be verified by visiting The Financial Services Register.

Interested in any of the below services? Get in touch.

• Auto-Enrolment
• Company Pensions including SSAS
• Personal Pensions including SIPPs
• Pension Transfer Advice**
**Where a pension has safeguarded benefits the case will be Introduced to Profusion Pension Transfer Specialists Ltd
• Tax mitigation*
* Not regulated by the Financial Conduct Authority
• Inheritance Tax Planning*
* Not regulated by the Financial Conduct Authority
• Savings & Investments
• School Fees Planning
• Discretionary Portfolio Management
• Life insurance
• Critical Illness
• Income Protection


Our Clients Are Our Business

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