Alphawealth Reviews 91

We recently reached out to the Alpha Wealth Team for advice on how best to manage our upcoming retirement Finances.
They built a profile to help understand goals and our level of investment risk.
Everything—from fees to tax implications—was explained clearly and honestly.
I felt completely confident in the advice and support we received.
I’m very happy to recommend the Alpha Wealth Team to anyone seeking trusted financial guidance

Alphawealth webinars are very practical and appeal to everyone that is trying to maximise their finances, minimise their tax, and plan for the future.
I have had more than one consultancy with Nick and he completely changed my way of thinking about my finances and future. He is interested in your plans and will be strong in his clear advice to you. I am following his advice, rebalancing my investments, creating funds for the kids, reducing my tax, and migrating to digital banking. I also believe his FIRE webinars are excellent for everyone no matter what age you are - it really makes you think about how you maximise what you have.

We recently met with Nick from Alphawealth and had a really positive experience. He came across as highly knowledgeable and took the time to break everything down in a way that made it easy for us to understand. It was clear he had made a real effort to understand us and our needs, and he genuinely wanted to tailor his advice to our situation. His follow‑up communication after the initial meeting was excellent and fast. We came away feeling supported and confident about the plans we discussed.

I recently retired and sought advice from Alphawealth on how best to maximise returns from my lump sum pension payouts.

Nick from Alphawealth spent considerable time determining my requirements and my attitude to investment risk. He then outlined what he considered the best investment options for me and why. He clearly described all costs involved at set-up, for ongoing management and tax liabilities.

I found Nick's advice to be clear, concise and jargon free. Nick was happy to answer all my questions.

I have no hesitation in recommending Alphawealth for independent financial advice

Practical, genuine advice from all in the Alphawealth team. Always at hand to answer queries, responses are almost immediate and guidance to date has been spot on.
Advice included mortgages, redundancy, pensions and college savings...so far so good!!

Nick & Team were extremely professional to work with, providing clear informed advice and direction tailored to our personal life and financial objectives. I continue to recommend the Alpha Wealth Team to family and colleagues.

I had a really great session. Nick explained it all clearly and broke it down into 3 simple time frames, with plans for each. He was open, honest and it felt like he had really prepared to make it as personal and useful to me. His communication before and after was brilliant and he is keen to continue to help me see through all the plans we talked about.

I have dealt with Nick at Alpha Wealth over the last few years on a number of different financial issues. I have always found him, knowledgeable, trustworthy and timely with his advice and recommendations.

Solid impartial advice and is very much for the betterment of the client. I found Nick very honest and was not comission bias in anyway. Only wants the very best outcome for his client. Gave me excellent financial advice to plan for the future.

I have been working with Laurna for a while now and she has been wonderful at providing advice and explaining in a way I fully understand. Overall, I am very happy with the service provided and look forward to continued work in the future.

Very knowledgeable people. Were of really great help and support and took care of all the more difficult stuff. More than worth it! Easy to deal with as well if you have follow up. Super recommended, you won’t regret dealing with Alphawealth!
A very, very happy customer indeed!

We have been working wit Aplha Wealth for a few years now and always feel they have our best interest at heart
They are up to date on what is happening in ireland and globally

I’ve been dealing with Nick for several years now and he gives financial planning advice that's easy to understand and suggests practical tips that actually work. The team is friendly, approachable, and always ready to help. You feel supported and confident about your financial future. It’s advice you can trust without the stress.

Alphawealth are very good to deal with
and are Very professional and Nick is easy to deal with, informative , patient & great to follow up & check in. Very happy we decided on Alphawealth for pension , retirement & investment advice.

Nick and his team are excellent at what they do. Very accommodating, easy to work with and simplify the most complicated financial situations and proposal's.

Dealing with Josh from Alpha Wealth the last few months and he has been extremely supportive and helpful with all financial decisions.
Always ensuring information was accessible and easy to access and very punctual with his responses
Josh was always approachable respectful and kind in meetings

I have been working with Laurna for a few months now and I highly recommend.
She covered all areas and broke everything down in a way that made sense. Couldn’t recommend more

All the financial advice has been sound, and the people at alpha wealth have been professional with it. Josh has set up my account and he has been very helpful in doing so. Thanks a mill folks.

We have worked with Nick and the team at Alphawealth for years and would recommend them extremely highly. Very knowledgeable and professional as well as extremely approachable and helpful.

Dealing with Nick for a few years now. Advice is solid and investments have been managed and performed well. He's very responsive, generally replying within minutes, even on weekends.