My Fusion Wealth

You'll find all the information you need about our platform here. If you have any questions or need a hard copy of any of these documents, please contact your adviser, or our Customer Services team on the contact details below if you do not have an adviser.

Fusion Wealth enquiries

You can call us on 01403 334477 or email us at contact@benchmarkcapital.co.uk, we're here Monday to Friday, from 9am to 5pm.

Key documents

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Your agreement with us

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Custody agreement
Product governance

Guides

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Guide to Fusion Wealth literature
Product wrapper guide
Guide to risk
Guide to transfers
Investor protection guide
JISA rollover guide
Guide to proxy voting
Guide to flexible ISAs

Important policies

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Conflicts of interest policy
Best execution policy
Treating customers fairly

Fusion Wealth SIPP

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Key features document
Tax information guide
Terms and conditions
Permitted investment schedule

Benchmark Financial Planning is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112. Registered office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, RH12 4QP. Registered in England and Wales No 07572431.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk

The guidance and/or advice contained within this website are subject to the UK regulatory regime and are therefore targeted at consumers based in the UK.