About Wealth Alliance

At Wealth Alliance, our focus is on providing expert financial planning services that are tailored to your unique needs. Established in 2011, our mission is to empower clients with the knowledge and tools to achieve financial freedom. We prioritize transparency, integrity, and a client-focused approach in everything we do.

Our team of Qualified Financial Advisors and CERTIFIED FINANCIAL PLANNER™ professionals are committed to delivering personalized advice that aligns with your financial goals. Whether managing wealth, planning for retirement, or protecting your family’s future, we guide you every step of the way.

We differentiate ourselves with a client-centered experience, ensuring your financial plan is effective and adaptable to life’s changes. At Wealth Alliance, financial freedom starts here—with strategies designed specifically for you.

EFFECTIVENESS

We work tirelessly with and on behalf of our clients to achieve the intended or expected outcome.

ACCOUNTABILITY

Our passion for financial planning is core to who we are and drives our desire to deliver the highest professional standards and service of excellence.
Our vision for Wealth Alliance is to be a leader in this field.

PASSION

Our passion for financial planning is core to who we are and drives our desire to deliver the highest professional standards and service of excellence. Our vision for Wealth Alliance is to be a leader in this field.

EXPERTISE

Our advisors are QUALIFIED FINANCIAL ADVISORS, meeting the Central Bank of Ireland’s strict competency standards. Additionally, as CERTIFIED FINANCIAL PLANNER™ professionals, we uphold the world’s most respected designation, continuously advancing our expertise to deliver the highest quality financial advice.

PERSONABILITY

Our relationship with our clients is based on mutual trust and partnership which is established over time.
We pride ourselves on being approachable and available to help clients on their journey to financial freedom.

WEALTH ALLIANCE LIMITED IS REGULATED BY THE CENTRAL BANK OF IRELAND C120055