Alpha Wealth Acquires Barrett Financial
Alpha Wealth

Alpha Wealth Acquires Barrett Financial

Nick Charalambous
Nick Charalambous2nd Aug 2023 • 3 min read

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

Nick Charalambous

Nick Charalambous

2nd Aug 2023

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Corporate Social Responsibility at AlphaWealth
Alpha Wealth

Corporate Social Responsibility at AlphaWealth

We believe that actions speak louder than words, so let us show you how we have been active in our role. 
The term Corporate Social Responsibly has become one with a variety of different meanings since its development by Howard Bowen in 1953. Below is a few definitions:

“The term social responsibilities of business men refers to the obligations of business men (and women) to pursue those policies, to make those decisions, or to follow those lines of action which are desirable in terms of the objectives and values of our society. This definition does not imply that businessmen as members of society lack the rights to criticize the values… it is assumed, however, that as servants of society, they must not disregard socially accepted values or place their own above those of society.” (Howard R. Bowen, 1953)

“With so many conflicting goals and objectives, the definition of CSR is not always clear. Here, we define CSR as actions that appear to further some social good, beyond the interests of the firm and that which is required by law. This definition underscores that, to us, CSR means going beyond obeying the law.” (Abagail & Siegel, 2001)

Here at AlphaWealth we want our view on Corporate Social Responsibility to be based on our actions not just our words. We see CSR as the continuing commitment to behave ethically and contribute to economic development as well as local communities. We believe strength in these factors leads to better governance and ultimately benefits society by creating a more sustainable focus for the firm. Building long-term impacts into business operations also benefit the wider community. Our economy and our environment are interdependent and the acknowledgement of this by more businesses will ensure a number of wider societal benefits are realised.

How does AlphaWealth contribute to Corporate Social Responsibility?

1.Cork Simon Community

We are proud sponsors of the Cork Simon Community.We are passionate about helping others and believe everyone deserves a second chance. Cork Simon works in solidarity with men and women who are homeless in Cork, offering housing and support in their journey back to independent living. We look forward to continuing to work with this charity throughout 2020.

2. Mercy Hospital Foundation:

We are also proud sponsors of the Mercy Hospital Foundation in events such as the 2019 Fort2Fort Charity Cycle in aid of the Mercy Hospital Foundation Cork City and County Lions Clubs and Camden Fort Meagher Restoration in which Nick took part in order to raise money for this charity. Nick is the managing director at AlphaWealth and is continuing our commitment to behave ethically and contribute to society.

3. Sponsorship of Local Clubs

We also like to contribute to local clubs within the community. We sponsor clubs such as the DeRonde Van Cork Cycling Club and Leeside AFC. AlphaWealth as part of supporting the local community are the main sponsor for the Leeside Annual Golf event.

At AlphaWealth we are always open to the possibility of doing more for our local community. Please contact ncrowley@alphawealth.ie if you think of any suggestions.

READ MORE 15th Nov 2019
Book a Financial Clinic with Alpha Wealth
Alpha Wealth

Book a Financial Clinic with Alpha Wealth

Alpha Wealth offers free financial clinics for individuals and groups. If there is anything we can do for you & your colleagues in the below areas don’t hesitate to reach out as we provide free, no obligation financial consultations for all associates/friends/family and businesses. We provide independent financial advice in;

  • Financial Budgeting
  • Mortgages – to get on the ladder or review existing
  • Protection and Insurance (including Mortgage Protection and reviewing existing policies to save money including health insurance)
  • Savings and getting best rates on Deposits & Investments – children’s savings for education etc
  • Retirement planning and pension advice and suggestions on funds and projections – including advice on previous & existing pension schemes
  • Reducing Bank charges
  • Shares
  • Tax tips
  • For Business Owners: How to use your company to reduce personal expenses & maximise tax efficiency
  • Providing benefits for staff and reducing tax liability in doing same
  • Provision of financial clinics for staff to get free, independent financial advice

Contact us today to book a Financial Clinic with Alpha Wealth —> 021-2061780 or email info@alphawealth.ie.

READ MORE 29th Jul 2019
Proud Sponsors of Cork Simon Community
Alpha Wealth