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.