The Directors

Paul Dean Wilson and Peter Talbot have amassed in excess of 30 years experience as Financial Advisers.

Throughout this time they have been particularly active in advising on Pensions and Investment Planning.

They are straight talking and frank about money and skilled in helping clients to understand what their financial future may hold.

Key Supporting Roles

Lottie Copland BA (Hons) - Head of Administration
Lottie is our head of administration who has been with the firm since Fusion Wealth Management's inception.

David Williams (Fellow of both Compliance Institute and Chartered Management Institute and an Associate of the Personal Financial Society)
David is instrumental for Fusion Wealth Management in respect to our compliance to the FSA.

David has 26 years in the Financial Services industry. He is the author of several technical manuals and acts as an expert witness for a national firm of Lawyers.

Graham Davidson BA (Hons) 1st Business Studies - Head of IT
Graham has 15 years commercial experience in IT. His knowledge and experience has been involved in ensuring our office is virtually paperless.