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.

• Craig Fitzsimons

  IRN CXF15797

  • [FCA CF] Material risk taker (1 Jan 2022 to 27 Jan 2025)
  • SMF3 Executive Director (17 Sep 2021 to 27 Jan 2025)
  • CF29 Significant management (2 Sep 2019 to 8 Dec 2019)
• Dale Louis Gordon

  IRN DXG07368

  • CF11 Money Laundering Reporting (1 Nov 2018 to 19 Aug 2019)
  • CF10 Compliance Oversight (1 Nov 2018 to 19 Aug 2019)
• David White

  IRN DJW01420

  • [FCA CF] Material risk taker (1 Jan 2022 to 19 Dec 2023)
  • SMF3 Executive Director (9 Dec 2020 to 9 Oct 2023)
• Dillan Muthaiah

  IRN DXM48114

  • 17. Administrative functions in relation to managing investments
  • [FCA CF] Functions requiring qualifications (since 22 May 2023)
  • [FCA CF] Significant management (since 22 May 2023)
• Edward Dymott

  IRN EXD81693

  • SMF1 Chief Executive (since 1 Dec 2023)
  • SMF3 Executive Director (since 2 Nov 2022)
  • [FCA CF] Manager of certification employee (21 Feb 2022 to 13 Jan 2023)
  • [FCA CF] Material risk taker (1 Jan 2022 to 9 Oct 2025)
• Gary Hilton

  IRN GXH00223

  • [FCA CF] Significant management (1 Oct 2022 to 23 May 2023)
  • [FCA CF] Functions requiring qualifications (1 Oct 2022 to 23 May 2023)
• Gillian Hepburn

  IRN GXH00114

  • [FCA CF] Material risk taker (1 Feb 2025 to 30 Sep 2025)
  • [FCA CF] Significant management (1 Jan 2024 to 30 Sep 2025)
• Helen Louise Fitzgerald

  IRN HLF01015

  • SMF3 Executive Director (since 29 May 2025)
  • SMF2 Chief Finance (since 29 May 2025)
• Helen Smith

  IRN HXS00570

  • [FCA CF] Significant management (since 11 Jun 2025)
• Ian Robert Cooke

  IRN IRC00013

  • CF1 Director (AR) (since 6 Jan 2023)
  • SMF3 Executive Director (30 Jan 2020 to 25 Feb 2022)
  • SMF1 Chief Executive (9 Dec 2019 to 25 Feb 2022)
  • CF3 Chief Executive (AR) (31 Aug 2017 to 12 Mar 2021)
  • CF1 Director (AR) (19 May 2016 to 31 Aug 2017)
  • CF30 Customer (4 Aug 2011 to 1 Aug 2022)
  • CF3 Chief Executive (4 Aug 2011 to 8 Dec 2019)

• 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.