by Mary-Jane O-Regan
In the bustling hub of Little Island, Cork, lies a beacon of financial expertise and client-centred service – Alpha Wealth. As they celebrated their remarkable 10th anniversary in business last Friday, the occasion not only marked a milestone but also served as a testament to their unwavering commitment to empowering individuals and businesses towards a brighter financial future.
Founded with a mission to provide comprehensive financial advice and solutions, Alpha Wealth has become synonymous with excellence in the realm of asset management, retirement planning, tax advice, and investment strategies. Their holistic approach, coupled with a highly personalised touch, ensures that each client receives tailored guidance to navigate the complexities of financial decision-making.
At the heart of Alpha Wealth’s success story are Nick and Cliona, the visionary minds behind the company. Their dedication to their clients and their passion for making a positive impact have been the driving forces behind the firm’s growth and reputation over the past decade. Minister Michael McGrath, who graced the anniversary event with his presence, aptly acknowledged their achievements and offered valuable insights into the investment landscape and the upcoming auto-enrollment process for 2025.
Beyond the financial discussions, guests at the celebration were treated to a delightful performance by Reggie, a beloved comedian whose presence added an extra dash of joy to the festivities. As attendees mingled and exchanged stories, they were treated to a light lunch featuring sweet treats and the renowned 5 Mile coffee—a testament to Alpha Wealth’s commitment to providing not only financial guidance but also a warm and welcoming environment for their clients and community.
Speaking at the event, Nick Charalambous said, “Through funding initiatives like the EIIS programme, we have raised funds for over 50 companies and are providing the finance for 5 Mile the amazing restaurant , bar, and roastery not far from here, just outside Midleton, who are here today, and provide an opportunity for investment, which makes us immensely proud. With initiatives like Auto Enrolment on the horizon, we’re prepared to make a significant impact on companies and employees alike, providing expert guidance every step of the way. Looking ahead, our vision for the future is bold and ambitious. With the recent acquisition of Greg Barrett Financial and our plans for further expansion, both locally and nationally, we are aiming to reach new heights. Our funds under management are set to reach €500 million by year end, propelling us to become one of Cork’s premier brokerage firms.”
What sets Alpha Wealth apart is not just their breadth of services or their expertise in financial matters, but their genuine dedication to helping clients get their money working harder for them. Whether it’s navigating investment opportunities, planning for retirement, or optimising tax strategies, Alpha Wealth is there every step of the way, ensuring that clients feel empowered and confident in their financial decisions.
As they embark on the next decade of their journey, Alpha Wealth stands poised to continue their legacy of excellence, innovation, and client-centric service. Their 10th anniversary is not just a celebration of past achievements, but a reaffirmation of their commitment to shaping a brighter, more prosperous future for all who walk through their doors. Cheers to Alpha Wealth! Here’s to another decade of financial empowerment and success!
