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.

• Ilani Loomes-Liebenberg

  IRN IXL17424

  • 17. Administrative functions in relation to managing investments
  • [FCA CF] Significant management (since 5 Jun 2025)
  • [FCA CF] Functions requiring qualifications (since 5 Jun 2025)
  • [FCA CF] Manager of certification employee (since 5 Jun 2025)
  • SMF1 Chief Executive (12 Apr 2022 to 1 Dec 2023)
  • [FCA CF] Material risk taker (1 Jan 2022 to 9 Oct 2025)
  • SMF3 Executive Director (27 Aug 2021 to 2 Jun 2025)
  • [FCA CF] Functions requiring qualifications (12 Mar 2021 to 12 Apr 2022)
  • CF29 Significant management (9 Sep 2019 to 8 Dec 2019)
• James Lasenby

  IRN JJL01051

  • SMF4 Chief Risk (since 20 May 2025)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 20 Jan 2020)
  • SMF16 Compliance Oversight (since 20 Jan 2020)
  • [FCA CF] Material risk taker (1 Jan 2022 to 9 Oct 2025)
  • SMF3 Executive Director (9 Dec 2019 to 3 Nov 2023)
  • CF1 Director (AR) (6 May 2016 to 12 Mar 2021)
  • CF10 Compliance Oversight (22 Sep 2015 to 22 Apr 2016)
  • CF11 Money Laundering Reporting (22 Sep 2015 to 22 Apr 2016)
  • CF10a CASS Oversight function (6 Aug 2015 to 6 Dec 2017)
  • CF1 Director (4 Aug 2011 to 8 Dec 2019)
• James Ovenden

  IRN JXO00093

  • SMF24 Chief Operations (since 3 Jun 2025)
  • [FCA CF] Material risk taker (1 Feb 2025 to 9 Oct 2025)
  • [FCA CF] Significant management (15 Apr 2024 to 5 Jun 2025)
• James Sharpe

  IRN JXS00522

  • [FCA CF] Client dealing (12 Mar 2021 to 5 May 2021)
  • [FCA CF] Functions requiring qualifications (12 Mar 2021 to 1 Aug 2023)
  • [FCA CF] Significant management (12 Mar 2021 to 1 Aug 2023)
• Jamie Thomas

  IRN JXT00433

  • [FCA CF] Significant management (since 10 Mar 2025)
  • [FCA CF] Significant management (28 Mar 2022 to 3 May 2022)
  • [FCA CF] Functions requiring qualifications (28 Mar 2022 to 3 May 2022)
• Joanne Marie Gilroy French

  IRN JMF01151

  • SMF1 Chief Executive (24 Feb 2022 to 12 Apr 2022)
  • SMF3 Executive Director (8 Sep 2021 to 12 Apr 2022)
  • CF29 Significant management (30 Jul 2019 to 8 Dec 2019)
• John Leppard

  IRN JXL00271

  • [FCA CF] Significant management (12 Mar 2021 to 31 Oct 2024)
• Jonathan Hannah

  IRN JXH03170

  • SMF3 Executive Director (since 30 May 2025)
  • SMF24 Chief Operations (since 30 May 2025)
  • [FCA CF] Material risk taker (30 Jul 2025 to 9 Oct 2025)
• Justin Harding

  IRN JXH00471

  • [FCA CF] Significant management (since 12 Mar 2021)
  • [FCA CF] Manager of certification employee (1 Mar 2023 to 5 Sep 2025)
• Karan Sejpal

  IRN KXS01530

  • [FCA CF] Significant management (since 18 Nov 2025)
  • [FCA CF] Material risk taker (since 18 Nov 2025)
  • SMF7 Group Entity Senior Manager (19 Jun 2025 to 6 Nov 2025)

• 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.