Personal Finance


As with all aspects of our service, we work with you to minimise your tax liabilities and maximise your wealth, and to build value and security for your family as well as your business. We work closely with independent financial advisers, forex money brokers, mortgage advisers, will writers and lawyers, who we can introduce you to and liaise with on your behalf.

Take control of your finances and enhance your wealth by visiting our planning guides, which will take you through the essentials of financial planning, from using your personal tax reliefs to making a will. Failing to plan is like planning to fail.

We will give you guidance to ensure you make the right decisions in planning your future, and here are just a few examples;

  • We are all looking to maximise the return on our investments. We will help you make the most of your investments and give you information about tax-efficient opportunities.

  • If you are seeking a mortgage, we will help you prepare your finances accordingly. Advance planning may be the difference between you getting your dream home or not.

  • To enable long-term planning to be put in place, it is important to carefully consider your options before making decisions about the distribution of your estate and we can advise you on will and estate planning, and assist you with any inheritance tax planning opportunities.

  • We can assist with preparing a Lasting Power of Attorney to ensure your health and financial affairs are protected and dealt with on your behalf under your guidance.

  • We can work with your financial adviser to ensure you implement any recommended tax saving opportunities and help you keep your cashflow monitored.

  • If you are moving money between currencies, we can recommend a foreign currency broker to get you better rates. See our article on why you should use a money broker.

At FUSE, we have a private client team to assist with your personal financial matters. Our independent professional advice could save you a fortune and protect your estate. Personal financial planning is essential, so contact us to discuss how we could help you. Together with our experienced team of professional associates, we can help you plan your future wealth.

Together we help you protect what is yours. Get in touch to find out what we can do for you.