This helps us to learn about you and your drivers; and importantly, it helps you to learn more about us, our advice process, and whether you feel comfortable engaging further with us.  

Everything you share with us will be treated confidentially, and you can find our privacy statement here

Our initial and ongoing advice process is built on our key pillars and has been designed with the following in mind:

Client Driven
You decide on in person meetings at our office, or secure virtual meetings at a time that suits you. You’re always in control as the advice process should serve you and be flexible to your needs. So, let us worry about the details.

Accessible
Our tailored advice will be relatable as we don’t want to add complexity for no reason. Importantly, our fees are always represented clearly and reviewed openly with you on an annual basis.

See here for more about our professional services

Our investment philosophy avoids investment speculation and trying to outguess markets.  Instead, we adopt a disciplined approach to investing that is grounded in economic theory and backed by empirical research.  

Our clients always own and control any investments we recommend as part of their bespoke strategy.

Alchemy Wealth Partners operates as a professional services firm that serves you, and so any fee we receive is solely from the personal financial advice we provide.  

Proudly, we meet the criteria of being an independent financial advice business.

We do not accept commissions of any type, and we do not have any in-house investment products to sell to you.  We conduct ourselves with your best interests in mind and are aligned with you. You may find more details of this here