Alchemy Difference
We recognise that every client has different financial needs and require their financial affairs to be handled in different ways.
In exploring those needs and agreeing an effective advice process we are different in that:
- We allocate significant time at the start of the relationship to ensure effective communication which is so necessary for positive long term relationships.
- We take responsibility for every aspect of the advice we give - we do not sub-contract any part of the process to outside organisations. Therefore we have in house the appropriate expertise to cover all advice areas and in the case of investments, asset allocation, sector weightings and investment strategies.
- Well researched proposals incorporating the best of the UK Insurance and Investment Industries are the foundation to every client relationship. Our Financial Paraplanners and Investment Analyst combine to support the advisers in the advice process so to meet client requirements in full.
- Our advice process incorporates as standard regular reviews, as we are committed to assisting you in achieving your medium to long term objectives.
- Our actions are based on clear ethical principles, understanding that our first loyalty is to the client. We are therefore committed to providing the best Independent Financial Advice and to add, real value to the client’s management of their financial affairs.
- We are committed to using independent internet based platforms for the processing and monitoring of client investments, thereby affording efficient, timely and cost effective transactions.
- In producing 'Trendbuckers' we use quantitative and qualitative information, backed up by our considerable experience, to identify consistent performance and produce our recommended fund list for all sectors. A monthly monitoring process highlights those funds where changes may be necessary.
- 'Investment Strategy' is a review of the world's investment markets and then relating the perceived opportunities to asset allocation models with recommended weightings on a sector by sector basis.
Before proceeding, please click on the link below to view a sample of our unique monthly fund analysis report 'Trendbuckers'.
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