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Financial Advisory Services

Want to grow your wealth? At Fusion Financial, we deliver bespoke, unbiased, honest and clear financial advice with one aim – to help you make more of your money. Our in-house, independent financial advisors specialise in retirement planning, savings, protection and tax-efficient investments.

We’ll never sell you a one-size-fits-all plan or bundle. Instead, we focus on you and your personal money matters. Selling nothing but our expertise and dedicating ourselves to finding the most effective solution to meet your needs. Whether your affairs are straightforward or complicated, international or purely domestic, we can help you make a lifelong plan for the security of you and your family.

Download our Financial Services Brochure

Talk to our expert

Neil Jacobs

Head of Fusion Financial
+44 (0) 203 841 7010
Email me

Get in Touch

“We like to build lasting relationships to ensure we understand where you are and your financial ambitions, to build a life-long plan that provides financial security and peace of mind”

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Need expert financial advice?

Here’s how we can help.

1

Pensions. Retire your way.

Tell us your goals for the future and we’ll make sure you have the right pension plan in place. A plan that can flex and develop as your needs change. Whether you want to dip into your pension pot early, reinvest or choose an annuity - we can help you weigh up all the options. Got multiple pensions? We can help consolidate them. Occupational retirement scheme? We’ll help you get the best return.

Savings and Investments. Building your future.

Whatever your stage of life, we’ll make your money work harder. From maximising your tax-free savings with an ISA to revealing attractive tax concessions with Enterprise Investment Schemes, Seed Enterprise Investment Schemes and Venture Capital Trusts. We’ll help you create an investment plan that not only helps you achieve your goals but opens up new opportunities too.
3

Personal protection. Your safety net.

Life is anything but predictable. That’s why it’s important you always have a safety net. From PMI to life cover, critical illness and income protection, we’ll help you put the right protection policies in place, to ensure that you and your loved ones are looked after.
4

Business protection. Protect your key people.

You depend on your key people to operate your business. From PMI to life cover and critical illness protection. Make sure that if the worst does happen, your business is not financially affected, and your employees are looked after.
5

Estate planning. Preserve your wealth.

Get peace of mind and leave your loved ones looked after. We’ll help you get your affairs in order. From Wills, trusts and lasting powers of attorney to Business Property Relief and whole-of-life policies. We can help minimise your tax liabilities and make sure your wealth gets passed on smoothly and tax-efficiently.
6

Borrowing. Get the best solution.

Whether you’re buying a home, a buy to let, or you want to raise cash from your property - we’ll help you find the best solution to achieve your long-term goals.

Hello results.
We’ll solve your challenges fast.

Book a consultation

What Our Clients Say

“Fusion Financial were instrumental in setting up my relevant life policy.
I didn’t know where to start but their sound advice and extensive knowledge of the industry made it a straightforward process.”

Private Client

“I was impressed with Fusion Financial from the first meeting. The advisor really listened to my thoughts about how I wanted to invest. I feel looked after by them and I envisage years of working together, and would have no hesitation in recommending them as financial advisors.”

Private Client

“Fusion were able to switch my private medical insurance to a new provider and saved me over 30% of the annual premium. I would have no hesitation in recommending them.”

Private Client
fusion team group

Webinar

Fusion Webinar Series

Click here to register your place for our Fusion Webinar Series where you will hear from our experts on a range of topics across our portfolio of advisory services.

Register your place

360° Advisory

When we work together, you achieve more.

Get all the expertise you need – all in one place. Instead of spending your time piecing together siloed advice from a range of advisors, you can put our end-to-end solutions into action and start getting results. Are you ready to reveal new opportunities together? Let’s talk.

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Financial
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Law
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International
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360° Advisory

When we work together, you achieve more.

Get all the expertise you need – all in one place. Instead of spending your time piecing together siloed advice from a range of advisors, you can put our end-to-end solutions into action and start getting results. Are you ready to reveal new opportunities together? Let’s talk.

fusion tax
Tax
fusion accountancy
Accountancy
fusion financial
Financial
fusion law
Law
fusion consulting
Consulting
fusion digital
Recruitment
fusion international
International

360° Advisory

When we work together, you achieve more.

Get all the expertise you need – all in one place. Instead of spending your time piecing together siloed advice from a range of advisors, you can put our end-to-end solutions into action and start getting results. Are you ready to reveal new opportunities together? Let’s talk.

Say hello opportunity.

Let’s talk.

Find out how we can help you. Simply fill in the form and one of our consultants will get back to you.

    Opening Hours

    Opening hours
    Monday - Friday
    9:00 - 5:00

    +44 203 841 7010

    ADDRESS

    Marlborough House
    298 Regents Park Road
    London
    N3 2SZ

    Opening Hours

    Opening hours
    Monday - Friday
    9:00 - 5:00

    +44 0203 841 7010

    ADDRESS

    Marlborough House
    298 Regents Park Road
    London
    N3 2SZ

    Our latest resources

    Regulatory Information

    Fusion Financial Ltd is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales, Company Registration No: 11600565. Registered Office: Marlborough House, 298 Regents Park Road. Finchley London N3 2SZ. These services are for UK residents only.

    A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation. Auto-enrolment advice is not regulated by the Financial Conduct Authority.

    Investments – The value of units can fall as well as rise, and you may not get back all of your original investment.

    Estate Planning, Wills, Tax Planning Advice and Trusts are not regulated by the Financial Conduct Authority.

    Your home may be repossessed if you do not keep up repayments on your mortgage Some forms of Buy to Let Mortgage are not regulated by the Financial Conduct Authority This is a lifetime mortgage to understand the features and risks, ask for a personalised illustration.

    With regards to protection policies, the plan will have no cash in value at any time, and will cease at the end of the term. If premiums are not maintained, then cover will lapse The policy may not cover all definitions of a critical illness. For definitions of illnesses covered please refer to the Key Features and Policy Documents.

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