Founded in 2010, the Fusion Wealth Platform draws on more than 20 years of Chartered Financial and Investment experience. We provide bespoke wealth management and technology solutions for wealth managers, national financial advisers and networks.
Our clients are at the forefront of the UK’s financial services profession. They tend to be large, well-known financial planners, national IFAs, networks and wealth managers.
They understand that integrated technology and innovation can help them to provide a high-quality service to their clients; they want to operate their own platform that combines best-of-breed product wrappers, custody, investment solutions and technology into a single centralised wealth management solution.
We carefully select strategic partners who provide tax wrappers, qualitative research, custody and administration services. Our chosen partners are selected for the long term after thorough due diligence processes and must share our values and goals.
Tel: 01403 334477