Meet Our Team
The Team at Alpha have over 60 years combined financial services experience between them. Nick Charalambous describes the team “I am delighted with the blend of skills and attributes of each member of the team. Whilst we are a young company all of the individuals have worked in large Financial Services companies and all share the same vision of what is important to Alpha Wealth which is client service. The advisory staff are all QFA qualified and we felt that is important in this highly regulated environment”.
Born in Cyprus, and educated in London, I have worked in London in Investment banking and Cork, for the last 19 years. I have extensive knowledge of the financial services environment.
Alpha Wealth was set up to enhance and protect the financial well-being of our clients and their families with specialised advice in a broad range of services including advice in financial budgeting, bank charges, savings accounts & tax incentive schemes.
Specialties: Alpha Wealth is a diversified financial services company, whose employees have the expertise to provide unbiased financial advice to clients, regardless of their life stage, financial goals or priorities.
Our clients include company directors, senior executives, PAYE and self employed individuals, who all benefit from our professional services. We combine low cost manufactured products with value-added service which makes us unique.
Rebecca O'Callaghan QFA
Financial Services Director
Rebecca joined Alpha Wealth in December 2013. She is a graduate of the University of Limerick with an honours degree in Accounting and Finance. Rebecca has worked for large Multinationals both in Ireland and in the Isle of Man. Rebecca’s previous roles were in broader Insurance markets. Rebecca has been promoted twice since joining the company and is integral to Alpha Wealth’s success leading to a personal achievement Award for Rebecca from the Irish Brokers Association, in October 2015. Rebecca is managing and overseeing all aspects of Alpha Wealth but also working as a para-planner dealing with complex issues alongside one of the Senior Financial Advisors.
Vera has over 12 years’ experience in a Legal & Financial Services background having worked in G.J. Moloney Solicitors in Cork as a Legal Executive for over 10 years. Vera helped establish Alpha Wealth and is responsible for all aspects of the Accounting function within Alpha Wealth.
Financial Services Manager
Tracie joined Alpha Wealth in 2015, previously having completed a Degree in Business Studies & Marketing. With over 10 years of Finance experience, 6 of which were in Permanent TSB where Tracie worked in Finance and administration. Tracie’s role is to manage all functions of Business in Alpha Wealth. This includes overseeing all Life, Pension & Investment Business through various platforms of Personal, Company and Pension Investors. Tracie manages client portfolios and is also fully responsible for liaising with all Product Providers and Life Offices with which Alpha Wealth has agencies and overseeing the Financial Advisors work. Tracie is also responsible for the Compliance function for Alpha Wealth and completed her Qualified Financial Advisor qualification in 2016.
David is a graduate of University College Cork with an honours degree in Government and is a fully qualified financial advisor having completed the series of exams in September 2015. Working as one of the Financial Advisors in Alpha Wealth, David has extensive knowledge of the banking sector, employed for a number of years with Bank of Ireland both as a Financial Advisor and Mortgage Specialist. He has a great insight into all aspects of financial needs and is committed to helping Alpha Wealth’s clients achieve their financial goals.