Profusion Wealth Management Revenue
Financial Services • 
Derby, England, United Kingdom • 1-10 Employees
Profusion Wealth Management revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Key Contact at Profusion Wealth Management
Paul Harman Dippfs
Independent Financial Adviser and Director
Company overview
| Headquarters | Friar Gate Studios, Ford Street, Derby, Derbyshire DE1 1EE, GB |
| Phone number | +443302232078 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Pensions, Financial Services, Wealth Management, Income Protection, Financial Planning, Discretionary Portfolio Management, Retirment Planning, Savings & Investments, Pension Consolidation, Inheritance Tax Plannning, Life & Critical Illness Cover |
| Founded | 2013 |
| Employees | 1-10 |
Profusion Wealth Management Email Formats
Profusion Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@profusionwealthmanagement.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@profusionwealthmanagement.com | 100% |
About Profusion Wealth Management
Profusion is a successful wealth management company providing a first-class service to its clients through the knowledge, experience and commitment of its advisers, which is central to developing and maintaining client relationships that are built on trust, honesty and integrity. At Profusion we take the time to develop a close working relationship with our clients to create a financial planning solution based upon their personal needs, objectives and priorities, such as keeping a good standard of living in retirement or protecting their wealth for future generations. Financial Planning and Wealth Management requires a much broader involvement with clients than just the provision of financial advice. We utilise the latest forecasting software to assist our clients in understanding how their financial assets may support them in meeting their current and future standard of living aspirations. We undertake regular reviews to ensure that as a client’s circumstances change our advice is adapted accordingly. At Profusion Wealth Management Ltd we recognise the client’s aims and objectives are central to their financial planning decisions. We have over 35 years combined experience in the financial services industry with HSBC Bank working within their Commercial and Corporate centres specialising in providing holistic financial advice to their clients. Profusion Wealth Management Ltd is registered in England & Wales at Friar Gate Studios, Ford Street, Derby, DE1 1EE. Registration number 8516788 Profusion Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference 487395. This can be verified by visiting The Financial Services Register.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Profusion Wealth Management has never raised funding before.
Profusion Wealth Management Tech Stack
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