Having worked as a CEO and MD of several companies over the years, I have had the opportunity to engage with several financial advisors so I can say with confidence that Wealth Alliance are not only extremely thorough and professional, but they are also prepared to go over and beyond to best meet their client’s interest. I would have no hesitation recommending Brenda Rogan and her team to any of my friends, family or colleagues and I look forward to our continued working relationship.
Practical, sensible advice that cut through the jargon - that's what I wanted and what I got from my engagement with Wealth Alliance. I needed a complete end-to-end review of my financial situation and objective advice on the things I should do and steps I should take to allow me to live the life I want now but provide for the future life I am planning in the most efficient manner possible. Wealth Alliance provided me with that advice, no query was too small and all my questions were handled quickly, comprehensively and in a factual easy to understand manner. I have been impressed with their service and look forward to continuing to engage with the team as an integral part of managing my finances for the long term.
I needed somebody to advise on my investments and I am delighted to have teamed up with Wealth Alliance. My experience has been excellent and I have found Wealth Alliance to be friendly, approachable and easy to work with. They are extremely knowledgeable and always follow up on time. I completely trust the Wealth Alliance team and would be happy to recommend them to a friend.
We have been working with Wealth Alliance since they established in 2011. During this time they more than lived up to our expectations of working with financial planners. They take the time to really know their clients which gives us great confidence that not just our financial goals are well understood but also our comfort level. They regularly provide updates and have always been available to answer any questions or to explain options within our financial plan. We can only give them our highest recommendation.
The biggest surprise for us was how easy Wealth Alliance made the process. We had multiple policies. Wealth Alliance analysed them, then presented us with a clear picture of our current financial situation and the best path going forward. It was a relief to start working with them. The partners of Wealth Alliance are excellent communicators; they broke everything down for us, making the financial more user friendly. We were impressed with their impartial advice, honesty, expertise and straight forwardness. We feel more secure now that Wealth Alliance is keeping an eye on our financial health.
I have been a client of Wealth Alliance since its inception and through regular reviews, advice and guidance, all aspects of my finances have improved. Through personalized risk assessment and comprehensive and in-depth knowledge of financial products, cost, taxation and investment and pension options, I feel I have access to all of the information I need to make informed and logical financial decisions. I have nothing but respect and trust for the Wealth Alliance team and have no hesitation recommending them.
I am thankful to my employer for many things, not least their engagement of Wealth Alliance, to oversee the company’s pension scheme back in 2012. In the intervening years the relationship has developed and they are now an integral part of my family’s financial planning process. Reviews are well prepared and all queries dealt with in a timely manner. The thoroughness and patience shown by Wealth Alliance over the years has been exemplary. I would have no hesitation in recommending Wealth Alliance to anyone looking for professional financial planning and advice.
Wealth Alliance provide 1 to 1 advice and support to our employees to assist them in making investment choices and contribution rates to their pension plans appropriate to each individual employee’s circumstances. Wealth Alliance have become trusted advisers to our employees and through their support and guidance we have seen real active engagement by employees in pension planning.
I would highly recommend the team at Wealth Alliance. They conducted a very thorough and detailed evaluation of our family finances and came up with a bespoke report and evaluation jam-packed with information we can readily use. Their recommendations were superb and we found them highly skilled and extremely competent. We now have a very clear understanding and overview of where we are and what the next stages are for future planning and financial management.
WEALTH ALLIANCE LIMITED IS REGULATED BY THE CENTRAL BANK OF IRELAND C120055
