Profusion Wealth Management Ltd

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. 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 . Auto-Enrolment . 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 . Income Protection * 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 . Commercial Lawyers . Solicitors . Accountants . Mortgages . Will Writing

Address: Queensgate, 121 Suffolk Street, Queensway, Birmingham, B1 1LX, UK

Phone: +44 3302 232078
FAX: +44 3302 232079