Plan Manager

Fusion Wealth can either act as plan manager or do so in conjunction with another third party. This means that our customers can either run their own white label solutions or benefit from our volume arrangements with other tax wrapper providers.

Through automation and efficiency of process our customers and their end clients benefit from institutional pricing on ISA’s, General Investment Accounts, Small Self-Administered Schemes, SIPP’s, Offshore Bonds, and Onshore Bonds.