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.
Profusion Wealth Management Ltd is registered in England & Wales at Friar Gate Studios, Ford Street, Derby, DE1 1EE. Registration number 8516788
Profusion Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA).
Firm Reference 487395. This can be verified by visiting The Financial Services Register.
Company Details
- Employees
- 4
- Founded
- -
- Address
- Friar Gate Studios, Ford Street, Derby,derbyshire De1 1ee,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- profusionwealthmanagement.com
- Keywords
- Wealth Management, Financial Services, Financial Planning, Retirment Planning, Inheritance Tax Plannning, Life & Critical illness cover, Pensions, Income Protection, Discretionary Portfolio Management, Savings & Investments, Pension Consolidation.
- HQ
- Derby, Derbyshire
- Competitors
- Sands Wealth Management Ltd, Managing Partner Practice of St. James's Place Wealth Management, Coels & Co. Private Wealth Management, phldf, Schoeller Wealth Management, Explore Wealth Management Ltd, PBCI Patrimoine, 17 Wealth Management, AENEAS Wealth Management GmbH, Alexanders Wealth Management Ltd, The Sovereign Atlas.
Profusion Wealth Management Ltd Questions
Profusion Wealth Management Ltd's website is profusionwealthmanagement.com
Profusion Wealth Management Ltd's LinkedIn profile is https://uk.linkedin.com/company/profusion-wealth-management-ltd
Profusion Wealth Management Ltd has
4 employees.
View email and phone details for 4
employees at Profusion Wealth Management Ltd.
Profusion Wealth Management Ltd's industry is
Financial Services
Profusion Wealth Management Ltd's top competitors are
Sands Wealth Management Ltd, Managing Partner Practice Of St. James's Place Wealth Management,
Coels & Co. Private Wealth Management,
Phldf,
Schoeller Wealth Management,
Explore Wealth Management Ltd,
Pbci Patrimoine,
17 Wealth Management,
Aeneas Wealth Management Gmbh,
Alexanders Wealth Management Ltd,
The Sovereign Atlas.
Profusion Wealth Management Ltd's categories are Financial Services
Profusion Wealth Management Ltd's founding year is 2013
