Alpha Wealth has reached the 5th year anniversary milestone. And what a journey it has been, through both good times and bad. Having worked in Financial Advisory for 15 years in the Banks primarily since 2000, Nick felt that Irish consumers were not being given straightforward advice and that the Banks and Insurance companies were biased and overcharging for their services. Hence Alpha Wealth was born. It’s a business that was born in the teeth of the recession, but we’ve also seen the great growth years of recent times too.
What does Alpha Wealth mean?
The name Alpha Wealth came from Alpha – the first letter of the Greek alphabet, which is where Nick originates from and Wealth – which is what we manage from our clients helping them to “financial independence”. We pride ourselves on providing a champion service for the people of Ireland. We’ re in a fortunate position to have been shortlisted and won in some cases “Best Broker in Munster, SME of the year & Financial Services Firm of the year Cork”. This drives our team, year in year out to improve upon last years results. And this in itself is our USP (unique selling point)… Our team! Without our team how are we different to the other financial advisors in Cork. Our team (as far as we’re concerned) are the most driven, focused, hard-working bunch on the planet. It’s not just about working lots of hours. We all get direct and industry training and experience that we would wait for years in other firms. We all get to know you…the real customer! This is thanks to a Managing Director who believes 100% in all his staff and their capabilities.
As a lot of you already know we have a strong emphasis on helping clients from the smallest transaction to the big money decisions in their life. Alpha Wealth has expanded into Mortgages and reducing Insurance costs (including Car and Health). We give Cork people something they have not experienced before with regards to how they are advised. Our clients finances are managed by people who care and want to have longstanding relationships with them through understanding the value of dealing with all aspects of someone’s priorities, whether it is advice on a bank fees to advising on getting the best out of their retirement pot, however large or small.
“We want to work hard for all our clients to assist and help them to save money, make money and protect them and their families in the event of the unforeseen” says MD Nick Charalambous.
As your needs have changed over the past 5 years so has our services, we now offer a broader, more specialised service in the areas of investments, pensions and protection services than is currently available in the Irish marketplace. One area everyone is talking about is Mortgages. As independent financial advisors, we recognise that no two mortgage customers are the same and people will have different requirements depending on their individual circumstances. We like to take a flexible approach and believe that you should be free to select a mortgage to match your changing lifestyle. So whether you’re a first-time buyer or an old hand at the mortgage business, with our guidance, you’ll find it easy to choose your own mortgage and make your money stretch further.
We were blown back by the support that was shown at the Coffee Morning in Zest Cafe. It’s just a simple event to thank you for your support! We want you to know how much we appreciate your business. You all have been loyal and dependable clients for the last five years. We are pleased to be your financial advisors and wish you all continued success.
Help us reach our 10th year in business by letting us help you with your finances. Book a free review today!
Alpha Wealth Team.