About Alpha Wealth
Alpha Wealth is an expert financial advisor with over 30 years’ experience. Alpha Wealth is the trusted financial advisor to over 4,000 clients across Ireland.
About Alpha Wealth
Established in 2014, Alpha Wealth offers tailored financial advice in Saving, Investing & Retirement Planning.
Alpha Wealth advises clients on how to maximise their savings, invest for their families futures and plan for a secure and comfortable retirement, and we would love to work with you to help you achieve your financial goals.
With a combined experience of over 60 years, Alpha Wealth offers tailored and expert financial advice to individuals & businesses.
Our Mission
At Alpha Wealth, we help individuals and business owners save smarter, invest wisely, and retire with confidence.
Built on trust, education, and personalised financial advice, our team simplifies complex decisions and empowers you to take control of your financial future. Our core philosophy — Save. Invest. Retire. — represents the journey we help every client achieve with clear guidance and proven expertise.
Whether you are starting your first pension, growing your investments, or maximising business profits, Alpha Wealth provides the clarity and confidence you need to reach your financial goals.
Alpha Wealth Established
Alpha Wealth Established by Managing Director, Nick Charalambous
Corporate Social Responsibility
We’re also invested in the success of the communities that we operate in. Find out about how we give back here. Corporate responsibility is at the heart of our purpose, our culture and our business strategy. We are committed to acting as a responsible corporate citizen in managing the impact of our business activities on the environment and on our clients, colleagues, investors and the wider community. We’ve had a Sustainable investment option for clients since 2019 because we recognise that clients want to make a positive difference to the world through their investments.
Our Local Impact
Alpha Wealth are the proud sponsors of Leeside United Football Club and Cork Constitution Rugby Football Club.
Our Team
Nicholas Charalambous
Managing Director
David Looney
Financial Advisory Director CFP® & QFA
Rebecca O’Callaghan QFA
Financial Services Director
Cliona O’Donoghue
Director of Business Development
Tracie Mooney
Financial Services Manager
Ciara Tyrell
Senior Paraplanner
Ruth Murray
Marketing Manager
Aoife Nagle
Life & Pensions Administration Manager
Margaux Pensier
Paraplanner
Kerri Hourigan
Marketing Executive
Josh Clarke
Financial Advisor
Laurna McHugh
Financial Advisor
Ellen Bourke
Senior Life and Pensions Administrator
Luke Tobin
Life and Pensions Administrator
Nicholas Charalambous
Managing Director
David Looney
Financial Advisory Director CFP® & QFA
Rebecca O’Callaghan QFA
Financial Services Director
Cliona O’Donoghue
Director of Business Development
Tracie Mooney
Financial Services Manager
Ciara Tyrell
Senior Paraplanner
Ruth Murray
Marketing Manager
Aoife Nagle
Life & Pensions Administration Manager
Margaux Pensier
Paraplanner
Kerri Hourigan
Marketing Executive
Josh Clarke
Financial Advisor
Laurna McHugh
Financial Advisor
Ellen Bourke
Senior Life and Pensions Administrator
Luke Tobin
Life and Pensions Administrator
