Fusion Financial Services

The financial world is complicated. Even thinking about it is stressful. Yet it
offers the most flexible and effective means to protect and grow your savings.
Let our specialists do the worrying. They can devise a lifelong financial plan
that will enable you to meet the uncertain future with confidence.

Pensions, Saving & Investments In today’s market, the security of your pension, savings and investments needs to be managed. Our experts will work with your objectives to manage your finances in line with your longer-term goals.
Pensions, Savings & Investments
  • Consolidations
  • Retirement Options
  • Occupational Pensions
  • ISAs
  • Venture Capital Trusts
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Estate planning Our experts can help you to reduce tax and protect your legacy for your heirs
Estate planning
  • Wills, Lasting PoAs
  • BPR
  • Trusts, gifts inter vivos
  • Whole-of-life policies
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Borrowing We can sort through the maze of offerings and advise what is best for you
  • Residential mortgages
  • Buy-to-let mortgages
  • Equity release
  • Offset mortgages
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Personal And Business Protection Protection insurance is there to provide you with a safety net. We don’t like to think about the worst-case scenario but we are here to help our clients put protection policies in place for when called upon in their hour of need.
Personal And Business Protection
  • Life Insurance
  • Critical Illness Cover
  • Income Protection
  • Relevant Life Cover
  • Key Person & Shareholder Cover
  • Private Medical Cover
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Cash-flow modelling Our in-house technology and experience can help to map your lifetime income and expenses
Cash-flow modelling
  • Income forecasts
  • Mortgage repayments
  • Educational fees
  • ‘Big-ticket’ expenses
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About Fusion Financial

Fusion Financial was the natural response from the Fusion group when its business clients began asking us for help in managing their personal as well as their commercial finances. They recognised that our wide array of expertise in tax, investment, property, insurance, and finance is perfect for addressing both corporate and individual needs.

Our expertise spans UK and international taxation; pensions; life and general insurance; mortgage and other borrowing; investments and savings; estate planning; and much more.

Our award-winning consultants and specialists have a comprehensive range of well-proven skills, ensuring a joined-up response with an intense cross-team focus on achieving your personal financial goals.

All of this is embedded in an independent and client-centred culture that aims to deliver unbiased, honest, and clear advice on every aspect of your personal money matters. We have nothing to sell but our expertise – no products, no one-size-fits-all plans, no bundles, no special offers, nothing that conflicts with giving you the most appropriate and effective solutions.

Whether your affairs are straightforward or complicated, international or purely domestic, Fusion Financial can help you make a lifelong plan for the security of you and your family.

How can we help?

If you want to find out how we can help you, or if you have any enquiries, contact us and we'll be in touch

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