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.

• Keith Hare

  IRN KXH17425

  • [FCA CF] Material risk taker (1 Jan 2022 to 31 Aug 2022)
  • [FCA CF] Significant management (12 Mar 2021 to 31 Aug 2022)
  • CF29 Significant management (17 Sep 2019 to 8 Dec 2019)
• Kenneth Rayner

  IRN KAR00007

  • [FCA CF] Functions requiring qualifications (12 Mar 2021 to 23 Jun 2022)
  • [FCA CF] Client dealing (12 Mar 2021 to 23 Jun 2022)
• Khakaan Sheikh

  IRN KXS00208

  • [FCA CF] Significant management (since 12 Mar 2021)
• Kim Goddard

  IRN KXG00213

  • SMF18 Other Overall Responsibility (since 3 Jun 2025)
  • [FCA CF] Significant management (21 Mar 2022 to 5 Jun 2025)
  • [FCA CF] Material risk taker (21 Mar 2022 to 9 Oct 2025)
• Lee Meyer

  IRN LXM00398

  • [FCA CF] Functions requiring qualifications (21 Dec 2022 to 31 Dec 2022)
  • [FCA CF] Significant management (26 Jan 2022 to 27 Jan 2022)
• Mark Spiller

  IRN MXS00294

  • [FCA CF] Significant management (12 Mar 2021 to 5 Sep 2025)
• Mark Vincent Baker

  IRN MXB02347

  • [FCA CF] Material risk taker (1 Feb 2025 to 28 Mar 2025)
  • [FCA CF] Significant management (15 Apr 2024 to 28 Mar 2025)
• Matthew Crispin Hurst Westerman

  IRN MCW01053

  • SMF12 Chair of the Remuneration Committee (30 Jul 2025 to 16 Apr 2026)
• Michael Andrew Arias

  IRN MXA00130

  • [FCA CF] Client dealing (12 Mar 2021 to 5 May 2021)
  • [FCA CF] Functions requiring qualifications (12 Mar 2021 to 5 May 2021)
  • SMF3 Executive Director (9 Dec 2019 to 2 Mar 2022)
  • CF1 Director (AR) (13 May 2016 to 12 Mar 2021)
  • CF30 Customer (4 Aug 2011 to 1 Aug 2022)
  • CF1 Director (4 Aug 2011 to 8 Dec 2019)
• Michael Edeson

  IRN MXE00093

  • [FCA CF] Significant management (12 Mar 2021 to 26 May 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.