Alpha Wealth is a dynamic financial services company that provides tailored specific solutions to individuals and companies. They provide impartial independent advice on various financial products, helping people to achieve and maintain their desired lifestyle.

Services

We understand that every individual has a unique set of circumstances, which we strive to understand and assist them through. Our ethos is to save you money, make you money and ensure that you are protected in the event of the unforeseen. Our experienced and professional staff will help make sure your money works harder for you and that you fully understand all your options.

All the advice we provide is FREE and our services extend to whatever you wish us to explore for you. We will not charge you or ask you for money, as we receive commission from various life companies on the market.

Key Areas of Expertise:

1. Savings & Investments

2. Protection & Insurance

3. Retirement Planning

4. Health Insurance

Corporate Solutions

We provide Financial Advisory clinics for all employees and give workshops (1:1 or in groups) as well as presentations to staff. We have done this for some of the largest companies in Ireland, such as VMware, OtterBox and Citco.

These include:

• Financial Budgeting

• Protection

• Achieve the best returns on savings

• Reducing Bank Charges

• Mortgages

• Incentives to reduce tax

We provide Group Risk cover (Death in Service/Income Protection/Illness) and Pension advice for small, medium and large companies and our independence allows us to achieve the best rates for the companies across the market.