Alpha Wealth, a leading impartial financial advisory firm, is thrilled to announce the successful completion of the acquisition of Greg Barrett Financial Services, a reputable financial services provider based in Cork. This significant milestone marks another step forward in Alpha Wealth’s continued growth and commitment to delivering exceptional financial services to clients throughout Ireland.
Over the past decade, Alpha Wealth has steadily expanded its team of over 10 skilled professionals, managing assets exceeding €200 million. With established offices in both Cork and Dublin, the acquisition of Greg Barrett Financial Services aligns seamlessly with Alpha Wealth’s strategic vision, bolstering their capabilities to serve clients with even greater excellence.
“We are delighted to welcome Greg Barrett Financial Services into the Alpha Wealth family,” said Nick Charalambous, Managing Director at Alpha Wealth. “This acquisition further reinforces our commitment to delivering unparalleled impartial pension, savings, and protection advice to our expanding client base.”
As part of this transition, Greg Barrett will be assuming the esteemed role of President of the IRFU (Irish Rugby Football Union). Throughout the process, Mr. Barrett will work closely with Alpha Wealth to ensure a seamless onboarding experience for incoming clients while continuing to drive Alpha Wealth towards even greater heights.
With a client-centric approach, we prides ourselves on serving more than 4000 satisfied clients across Ireland. Their mission revolves around creating solid financial roadmaps to help individuals achieve early retirement, empowering clients to secure their financial future with confidence.
For individuals seeking Personalised financial advice, we welcome prospective clients to explore their comprehensive range of offerings. Whether it’s expert guidance on pensions, savings, or protection strategies, Alpha Wealth’s team of seasoned professionals is ready to provide tailor-made solutions.
To learn more about Alpha Wealth and our services, interested parties are encouraged to contact us at info@alphawealth.ie or book an appointment today