Wealth Alliance Ltd
Financial Services
Swords, Dublin, Ie
6 employees
- Employees
- 6
- Contacts
- 2
- Emails
- 2
Wealth Alliance Ltd Overview
- Headquarters
- Swords, Dublin, Ie
- Website
- wealthalliance.ie
- Industry
- Financial Services
- Employees
- 6
- Founded
- 2011
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Wealth Alliance Ltd
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.
Wealth Alliance Ltd Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Wealth Alliance Ltd Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Lauren Carthy | Client Services at Wealth Alliance | Dublin, County Dublin, Ireland |
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|
| Ivan Walsh Bookey | Client Services Manager at Wealth | Ireland |
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|
| Brenda Rogan Qfa, Grad Dip, Cfp® | Certified Financial Planner™ | Ireland |
Email
|
| Stephen Rogan | Financial Advisor - Wealth Alliance | Dublin, County Dublin, Ireland |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 0 |
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