About Us

At Alchemy Financial we believe that all of our clients are individuals and seek to put them at the heart of what we do, enabling us to develop long term relationships with our clients.

Our clients require tailor-made advice in order to achieve their individual goals and lifestyles, matching these requirements to products within the market place. We believe that this can only be achieved by not restricting the choices through any tied arrangement, thus giving truly independent and impartial financial advice.

We provide a range of financial advice, management and planning services to businesses and individuals. Our services are designed to grow and protect your wealth in the most tax-efficient way possible.

For individuals, we look at managing your wealth with:

  • Pension & retirement planning
  • Savings and investments
  • Insurance and protection
  • Estate and succession planning

Our range of financial services for businesses includes:

  • Corporate tax planning
  • Staff benefits set-up
  • Key personnel insurance

Meet your adviser


01258 456700

About James

James established the firm in 2003. He studied a property degree at City University in London and qualified as a Chartered Surveyor in 1990 before working in the French Alps for five winter seasons.

He moved to work in financial services in 1998, and became in independent financial adviser in 2000. He won the ‘Best Newly Qualified Financial Adviser’ award at the Financial Adviser Sales Awards in 1999. James also now holds the CII Level 4 Diploma in Financial Planning and the specialist CII CF8 qualification in Long Term Care Insurance.

When not in the office, James is probably sat on his bike! He completed the prestigious Etape du Tour in 2015 and 2016 (riding a mountain stage of the Tour de France route), as well as strong rides at Velothon Wales and Prudential Ride London.

James has coached mini rugby at North Dorset rugby club since 2009, acting as head coach through from U7s to U13s, in the process helping develop one of the strongest squads in the region. In addition to coaching James follows the fortunes of Bath Rugby.

As you might expect having worked in the Alps, he is also a keen skier.

Want to know more?

Call us for a friendly chat on 01258 456700 or email: info@alchemyfinancial.co.uk