Financial Planning

Your Future, Our Priority…Customised Financial Solutions For Every Stage of Life

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Solutions to shape your future

  • Achieving Your Financial Goals
  • Maximising Your Savings & Investments
  • Wealth Management & Retirement Planning
  • Protecting what matters most

4000+

Clients

Financial planning turns your goals into a clear, achievable plan. Your money should work as hard as you do. We build a personalised plan for savings, investments, pensions and protection so you can move confidently toward financial independence.

Our Service

Alpha Wealth is one of Ireland’s leading Financial Services Advisors. We help & advise individuals through their different financial lifecycles. Our mission is to empower clients towards a happier and more secure financial future.

At Alpha Wealth, we offer a broad spectrum of financial services including wealth management, retirement planning, tax advice, and investment strategies. Everyone should have a Financial Plan to ensure they are doing the most they can with their money.

Who will benefit

Smiling Confident Business Leader Looking Camera

Professionals looking to maximise income

Maximise pension reliefs, best fund options, retire earlier with confidence

Savers & Investors looking to make their money work harder

Make your savings work harder through smart investment strategies, risk alignment and ongoing performance reviews.

Individuals planning for future retirement

Our advisors design tailored pension strategies that safeguard your wealth and provide lasting security for the years ahead.

Families & Individuals planning for the Future

Gain peace of mind with financial protection that keeps your income secure and your estate in order through life’s changes.

Who will benefit

Smiling Confident Business Leader Looking Camera

Professionals looking to maximise income

Maximise pension reliefs, best fund options, retire earlier with confidence

Savers & Investors looking to make their money work harder

Make your savings work harder through smart investment strategies, risk alignment and ongoing performance reviews.

Individuals planning for future retirement

Our advisors design tailored pension strategies that safeguard your wealth and provide lasting security for the years ahead.

Families & Individuals planning for the Future

Gain peace of mind with financial protection that keeps your income secure and your estate in order through life’s changes.

Why choose Alpha Wealth

  • Expert, unbiased advice

    We are not tied to any provider, ensuring recommendations are always in your best interest.

  • Qualified and trusted team

    Our QFA and CFP® certified advisors deliver expert, reliable guidance.

  • Proven client trust

    Over 4,000 individuals and businesses rely on us to help them make smarter financial decisions.

Testimonials

Eric Bergin
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I went into this consultation with an amount of financial objectives and was not sure if they could be met. The consultation was excellent and Nick has given me a roadmap on how to reach my objectives. The required steps by me were explained in a very straight forward manner and all made perfect sense. I would highly recommend the services of Alpha Wealth.

Create Wealth for Financial Freedom Today

Your pathway to financial confidence and freedom

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