Profusion Wealth Management Ltd is an established Chartered Independent Financial Advisory firm based in Burton upon Trent, Staffordshire. The company was established by James Pillinger and Paul Harman, two highly successful and qualified advisers with over 35 years combined experience in the financial services industry.

Profusion is especially proud to have been awarded Corporate Chartered status by the Chartered Insurance Institute (CII) as only the UK’s premier financial planning firms qualify for Chartered status which is the benchmark of professional excellence and integrity.

 

At Profusion, we provide an Independent Financial Planning advice service to a range of private and corporate clients. Our advice is offered on a whole of market basis with no restraint or commitment to any products or providers which allows us to provide the most appropriate advice to our clients based on their individual needs and circumstances, utilising our extensive knowledge and experience in the financial services industry.

We believe in providing a holistic financial planning service and establishing long term relationships with our clients. 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 take the time to fully understand our clients’ needs and objectives and then use our experience and expertise to enhance and protect their wealth by helping our clients understand exactly what we are doing for them by removing jargon and providing clear and concise explanations of our recommendations.

Take advantage of our free no-obligation first meeting where you can discuss your financial objectives with us. At this meeting we will discuss how we will be able to assist you and explain our fees and services.

We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).

 

This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII.

 

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code

When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

 

Only the UK’s premier financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.

Get in touch

03302 232078
James Pillinger BA (Hons) FPFS Chartered Financial Planner

Having achieved consistent success over 15 years with HSBC Bank in providing financial advice to commercial customers on both a business and personal level, James decided that he could better meet his client’s needs by providing genuine independent financial advice with access to whole of market solutions.

Paul Harman DipPFS

Paul, having worked for HSBC Bank from school, for the last 17 years achieved consistent success providing financial advice to commercial customers covering the needs of the businesses he worked with and the directors and employees on a personal level.

Combined 35 years of experience in Financial Planning

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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.

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