Alpha Wealth is a Dynamic, Progressive Financial Services company. Our purpose is to provide individuals, and companies, with a level of service and advice which they would not have been used to before.
We give advice/provide solutions in 3 core areas
- Protection Insurance
- Retirement Planning
- Getting your savings to work harder for you
But we also do a lot more. We assist you with decisions throughout the different financial lifecycles to achieve a better standard of living. Includes ensuring you and your family/business are protected if the unexpected happens.
Why are we trusted?
- All our Advisors are QFA qualified and not commission based.
- We are an Independent Broker having agencies with over 15 life assurance companies/product providers.
- We were shortlisted for “Munster Broker of the Year 2015” in the Life, Pensions & Investments Awards.
- We provide regular updates & full transparency to our Clients.
- We are Members of IBA (Irish Broker’s Association) which is an independent representative body for insurance.
How does the process work?
- Initially gaining a full understanding of our client’s current financial position (this is painless and is done typically by just signing an Authorisation enabling us to gather all information on any of your existing policies on your behalf).
- We help you to gain an understanding of the principles of risk and we help you identify your own appetite and tolerance for risk.
- We make recommendations to our clients as to how they might best achieve their financial objectives.
- We research the market for the most applicable financial products to suit you.
- We negotiate best terms with the product providers on your behalf and implement the required policies.
- We schedule review meetings with you to ensure the financial plan and all of the recommendations remain appropriate.