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Alchemy Wealth Management Ltd

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Alchemy Wealth Management Ltd

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.

As Independent Financial Advisers, we engage with our clients in a comprehensive review of their personal and financial circumstances thus enabling us to identify and understand their needs and objectives.

We are then able to advise on the most cost effective way of achieving our clients' objectives selecting where appropriate financial products from the entire market.

We acknowledge and implement the principle of 'treating customers fairly' as designated by the Financial Services Authority.

Depending on your instructions we will carry out a 'needs analysis' based on your current situation and taking into account any specific plans and/or targets you may have. We will then advise you on your short term financial objectives through to a lifetime financial plan.

We offer a half yearly review procedure supported by a detailed analysis from our Portfolio Valuation System.

Overview:

The Company was founded in 1996 as Drewe Lacey Financial Planning Ltd. The Company name was changed from the 1st April 2003 to Alchemy Wealth Management Ltd when the Bridgend Practice of Richard Edwards, 'Alchemy' joined with 'Drewe Lacey'.

In 2009 Alchemy joined the Portland Financial Management Group and moved to new offices in Chepstow.

The Company currently employs 11 people of which four are advisers and seven are in supporting roles, evidencing the strength of the team in its endeavour to provide the highest level of Client Service.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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