Fusion Wealth Limited

• Principal Place of Business

  Broadlands Business Campus

  Langhurstwood Road

  Horsham

  West Sussex

  RH12 4QP

  UNITED KINGDOM

  Phone

  +4401403334477

  Web

  https://www.fusionwealth.co.uk

• Complaints Contact

  Broadlands Business Campus

  Langhurstwood Road

  Horsham

  West Sussex

  RH12 4QP

  UNITED KINGDOM

  Phone

  +4401403334477

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Arranges Asset Safekeeping

  For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 2 limitations Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Stockbroking

  For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 2 limitations Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Trades With You Directly

  For Professional, Retail (Investment), Personal pension scheme, Rights to or interests in investments (Security)

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  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• Runs Personal Pensions

  For Personal pension scheme

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  • · The firm must not accept new Self Invested Personal Pension transactions other than standard assets as set out in the List of Standard Assets in IPRU-INV 5.9.1. This restriction does not apply to in-specie transfers of assets already held within a pension scheme and/or to units in a regulated collective investment scheme. Furthermore, regular monitoring of non-standard assets held will continue to be conducted by Fusion Wealth Limited, to include monthly capital adequacy checks and portfolio exposure.

• Investment Setup

  For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 2 limitations Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Alec Merrett

  IRN AXM05017

  • SMF5 Head of Internal Audit (27 May 2025 to 18 Jul 2025)
  • [FCA CF] Material risk taker (1 Jan 2022 to 18 Jul 2025)
  • [FCA CF] Significant management (12 Mar 2021 to 24 Jun 2025)
• Alexander Funk

  IRN AXF00177

  • [FCA CF] Manager of certification employee (1 May 2023 to 1 Aug 2023)
  • [FCA CF] Significant management (1 May 2023 to 1 Aug 2023)
  • [FCA CF] Material risk taker (1 Jan 2022 to 1 Aug 2023)
  • SMF3 Executive Director (17 Sep 2021 to 1 May 2023)
  • [FCA CF] Client dealing (12 May 2021 to 1 Aug 2023)
  • [FCA CF] Functions requiring qualifications (12 Mar 2021 to 1 Aug 2023)
• Alexandra Gladwin

  IRN AXW00006

  • [FCA CF] Significant management (since 2 Mar 2026)
• Alyson Gills

  IRN AXG00295

  • [FCA CF] Significant management (12 Mar 2021 to 27 Jul 2021)
• Andrew Green

  IRN AWG01019

  • [FCA CF] Significant management (12 Mar 2021 to 1 Oct 2022)
  • [FCA CF] Functions requiring qualifications (12 Mar 2021 to 1 Oct 2022)
  • [FCA CF] CASS oversight function (12 Mar 2021 to 11 Jun 2021)
• Andrew Siantonas

  IRN AXS05032

  • [FCA CF] Material risk taker (since 1 Feb 2025)
  • [FCA CF] Significant management (since 8 Nov 2023)
• Benedict Joel David Noah

  IRN BXN01041

  • [FCA CF] Manager of certification employee (1 Jul 2024 to 5 Jun 2025)
• Carl Davies

  IRN CXD00397

  • [FCA CF] Significant management (4 Oct 2022 to 20 Jun 2025)
  • [FCA CF] Manager of certification employee (4 Oct 2022 to 20 Jun 2025)
  • [FCA CF] Material risk taker (4 Oct 2022 to 20 Jun 2025)
• Chedzo Zakeo

  IRN CXZ00036

  • [FCA CF] Significant management (2 Nov 2022 to 21 Dec 2023)
• Christopher Borley

  IRN CXB00333

  • [FCA CF] Significant management (since 11 Apr 2022)

• Family Wealth Platform Limited

  FRN 985076 · Appointed 11 Oct 2022

• Fusion Funds Limited (no longer appointed)

  FRN 727493 · Appointed 21 Dec 2015 · Until 12 Mar 2021

• Fusion Funds Limited (no longer appointed)

  FRN 727493 · Appointed 1 Dec 2015 · Until 2 Dec 2015

No changes recorded yet.