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Alphawealth Reviews 

116
TrustScore 5 out of 5

4.9

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Review summary

Created with AI, based on recent reviews

Considering 98 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for being knowledgeable, professional, and genuinely caring, often making a real effort to understand individual needs and tailor advice. People frequently highlight the excellent service, noting how easy it is to deal with the team and how supportive they are in guiding financial decisions and planning for the future. Reviewers consistently experience prompt and efficient customer service, with many appreciating the quick response times and clear, jargon-free explanations that make complex topics easy to understand. The overall user experience is described as straightforward and personalized, with advice always tailored to individual circumstances and long-term goals, ensuring a confident and secure financial future.

What people talk about most

Staff

Customers consistently note positive experiences with staff, highlighting their professionalism, knowledge,... See more

Service

Consumers find service to be positive, with many reviewers expressing satisfaction with the professional,... See more

Customer service

Reviewers highlight positive aspects of customer service, consistently praising the helpful, efficient, and... See more

Response time

Customers consistently report positive experiences with response times, highlighting the efficiency and... See more

User experience

Users describe positive interactions with user experience, highlighting that the process was seamless and... See more

Reviews shaping this summary

Rated 5 out of 5 stars

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... See more

Rated 5 out of 5 stars

I couldn’t be happier with the service I receive with alpha wealth(Nick). Professional, proactive and always happy to explain things in a way that makes sense. He has saved me both time and money a... See more

Rated 5 out of 5 stars

I've been a customer of Alpha Wealth for a number of years now and they have always been really easy to deal with. I'm not an expert on financial matters so trusting someone to guide you through this... See more

Rated 5 out of 5 stars

Ive dealt with Alpha Wealth for a few years and found them to be professional, friendly and helpful. Nick has been very accessible and responsive. He has guided me on financial planning towards long t... See more


Company details

  1. Financial Planner

Written by the company

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.


Contact info

4.9

Excellent

TrustScore 5 out of 5

116 reviews

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No recent history of asking for reviews

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4.9

All reviews

(116)

99 reviews in the last 12 months

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Rated 5 out of 5 stars

We have been thoroughly impressed with…

We have been thoroughly impressed with Nick and the team at Alpha Wealth since they began advising us last year. He has provided clear and direct advice to us about making our money work better for ourselves and our growing family into the future. He is accessible, approachable and has helped us reevaluate our whole financial outlook which we think will really benefit us in the long term.

9 March 2026
Unprompted review
Rated 4 out of 5 stars

Alpha Wealth Review

Comprehensive review of current financial status followed by proposals on strategy and options for improvement.
Advice and options are discussed but no pressure on purchasing policies etc, ultimately this is your decision.
Were heading towards retirement and been with working with Nick from Alpha Wealth for last 3 yrs. We are in a substantially better financial position now than when we started our AW journey. I've since recommended AW to a number of my colleagues and family.

26 February 2026
Unprompted review
Rated 5 out of 5 stars

Our experience with Alpha Wealth was…excellent

Our experience with Alpha Wealth was extremely good and helpful. We dealt with friendly, professional people and received sound financial advice. The whole process was seamless from start to finish and everything explained in plain language. Should have done this sooner.

27 November 2025
Unprompted review
Rated 5 out of 5 stars

I have been using David Looney and the…

I have been using David Looney and the Alpha Wealth team now for the last year or so , they have helped me consolidate my pensions and also helped me maximise a recent redundancy payment by reducing the taxation. David and the Alpha team are very professional ,very transparent while explaining everything using simple language and very visual projection tools

16 January 2026
Unprompted review
Rated 5 out of 5 stars

Alpha Wealth - Professional Service and Clear Guidance

We approached Alpha Wealth Financial Services after attending their informative webinars, and we’re very glad we did. David and the team carried out a thorough review of our financial circumstances and provided clear, practical advice on how to structure our finances in the most tax-efficient way to maximise our pensions and support our long-term financial health.

David and the wider team were professional, knowledgeable, and genuinely engaging throughout the process. They explained everything in a way that was easy to understand and made us feel confident about the decisions we were making.

Based on our experience, we would highly recommend Alpha Wealth Financial Services.

11 February 2026
Unprompted review
Rated 5 out of 5 stars

Alpha Wealth Team

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

19 January 2026
Unprompted review
Rated 5 out of 5 stars

Alphawealth very informative and practical

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.

16 January 2026
Unprompted review
Rated 5 out of 5 stars

Great experience, highly recommended

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.

20 January 2026
Unprompted review
Rated 4 out of 5 stars

Pension advice

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

30 January 2026
Unprompted review
Rated 5 out of 5 stars

Practical advice from a professional team

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!!

14 November 2025
Unprompted review
Rated 5 out of 5 stars

Tailored Financial Direction

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.

24 November 2025
Unprompted review
Rated 5 out of 5 stars

Super service, would highly recommend.

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.

27 November 2025
Unprompted review
Rated 5 out of 5 stars

Financial advice from Alpha Wealth

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.

3 December 2025
Unprompted review
Rated 5 out of 5 stars

Couldn't ask for a better financial advisor

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.

19 November 2025
Unprompted review
Rated 5 out of 5 stars

Great service

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.

28 November 2025
Unprompted review
Rated 5 out of 5 stars

Great knowledge and easy to deal with

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!

27 November 2025
Unprompted review
Rated 5 out of 5 stars

Retirement & Investment Advice

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.

18 November 2025
Unprompted review
Rated 5 out of 5 stars

Supportive and punctual


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

29 July 2025
Unprompted review

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