FinAlchemy Ltd is transforming the way financial advisers handle pension and investment transfers through a powerful, AI-driven SaaS platform that automates document processing, provider communications, investment analysis, and FCA-aligned compliance reporting.
Built by a paraplanner and fintech team who understand the industry’s pain points firsthand, FinAlchemy removes the manual bottlenecks that slow down financial advice — saving time, reducing risk, and boosting firm profitability.
The platform is designed to meet rising FCA Consumer Duty, COBS, and PROD compliance expectations, ensuring advisers stay ahead of regulatory risk.
