Welcome
Mission Statement
Our endeavour is to provide our clients with a professional financial planning service, comprehensive of all the client's financial needs, totally independent in outlook, and effected in a personal and caring manner.
The entire focus is to add value to every client relationship and specifically to be pro-active in advising on both pensions and general investments. Alchemy has a well documented investment process which monitors funds on a monthly basis; its 'Trendbuckers’ publication provides sector by sector fund selection and ranking which is updated monthly. In addition, a quarterly updated Investment Strategy Report is used to determine asset and sector allocation.
For more detailed information on the 'Alchemy Difference' please click the button on the right.
Meeting Client Needs
Alchemy's Private and Corporate clients require us to focus on the key needs of Wealth Generation, Retirement Options and Wealth Preservation and is therefore engaged in every conceivable means of mitigating Inheritance Tax and effective tax strategies.
Full Advice or Transaction Only
The majority of clients value the fullest of advice that we can provide. There are however, a small number of clients who wish to manage their own affairs and carry out their own transactions having accessed the investment research that Alchemy provide; we refer to these clients as Transaction Only.
Your next step is to click on the appropriate Client Designation button on the right.
- news and comment
find out more in our financial newsletter
-
Trustnet
create a watchlist, valuations and alerts for your investments