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Financial Solutions you need at the best price

Get a mortgage, retire in comfort, save for the things you need and protect your family’s lifestyle against risks like death or illness.

Excellent

4.7/5 | See all 36 reviews

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From Life Cover to
Retirement Planning

Your personal financial shoppers, exploring the entire range of providers available in Ireland to find the best solutions for you.

We take a holistic approach to financial planning, helping you identify your unique needs for protection, savings, investments, retirement, and mortgages.

Amount of Wealth Managed

+ 0 K

Number of Clients

+ 0

Customer Success Rate

+ 0 %

How Can We Help?

As seasoned financial planning advisors, we leverage our diverse expertise to develop personalised financial plans that align with your unique goals and aspirations. With our expert advice and ongoing support, you can confidently navigate every stage of your financial journey, ensuring you have the resources you need when it matters most.

Enjoy your retirement!
Life goes on after your working years, and pensions serve as your income—not just an expense. Your contributions, investment returns, and fees impact what you can withdraw later, making expert advice crucial.
Plan wisely for a secure and fulfilling retirement.

Personal financial planning is about proactively preparing for life’s financial events instead of reacting when it may be too late.

Many neglect essential planning, such as creating a will or deciding how to allocate assets; leading to chaos and stress, resulting in family disputes, undervalued asset sales, business disruptions, or unnecessary tax burdens.

A little planning goes a long way.

Facing illness and loss is challenging enough without financial worries.

Protect yourself from financial risks and ease stress during these tough times.

Mortgage Protection is mandatory if you have a mortgage. While banks offer it, their rates can be high.

Cover your debt if you pass away during the mortgage term. Choose your policy for better rates and flexibility.

Ensure peace of mind for your family.

If illness prevents you from working, this policy ensures you receive regular income to replace your lost earnings, unlike a lump sum from life insurance.

Plus, you may be eligible for tax relief on your premiums.
In 2024, the personal rate for social welfare is €232 per week, totaling over €12,064 annually, with additional benefits for dependents.

Could you afford such a decrease in your income?

How We Guide You

With personalised attention and expert guidance at every step, ensuring your income is safeguarded against life’s uncertainties.

01 5543678
info@newalliance.ie

Step 1

Assessment & Customisation

No matter what your query is, we will have an initial chat to get to know what your needs and objectives are so we can guide you in the right direction

Step 2

Personalised Recommendations

We present and explain to you all available options in simple terms so you can make an informed decision

Step 3

Implementation

Once you have decided what you would like to do, we will assist you from start to finish to ensure the process is as straightforward as possible

Don’t Just Take Our Word for It

I came across this company on Instagram while reviewing my pension options and contacted them for advice. I initially dealt with Aidan who gave me great advice and insight. As I engaged further with him, I felt very comfortable and reassured in my dealings. He called to the house with his colleague Geoff and discussed all my pension options in detail, in plain English. I never felt pressured into doing anything and they were very patient with me as I had lots of questions. I decided to move my pension plan to their company and I haven’t regretted my decision. Highly recommend Aidan and Geoff.

Professional and friendly service Many thanks to Aidan at New Alliance for his help and guidance when I recently needed support in relation to a pension. Aidan kept me updated at every stage with emails and phone calls so I felt involved every step of the way.... delighted with the professional friendly prompt service.

I contacted New Alliance about my old workplace pension that I wanted a cash settlement applied for as I tried myself and was offered pitence for. I cannot rate New Alliance and Aidan Whelan high enough he was just brilliant ! And my experience dealing with Aidan Whelan from start to finish was top draw so professional and always updating me how my case was progressing. He realised a excellent settlement amout that I am still amazed at several weeks later! I would highly recommend New Alliance and Aidan Whelan to family and friends I so delighted with my outcome.

We have Recently had the pleasure of Dealing with Aidan Whelan from New Alliance wealth planning. I found Aidan to be very knowledgable, prompt and professional while always having our best interests at heart. He is definitely someone I can recommend and would have no hesitation in saying that we were 100% happy with the service we have received. Thanks for your help Aidan it has been very much appreciated. Regards Phil

Aidan was recommended to me by a colleague who spoke very highly of their experience in dealing with Aidan. Having discussed my business with Aidan he took control of my affairs as regards a previous pension I had and also some mortgage interests I had. He dealt with all these affairs for me in an extremely professional and detailed manner. I can’t recommend Aidan and the company highly enough and look forward to doing further business in the future. Mick Territt

I got in touch with Aidan in October last year to try and find a pension I had contributed to, Aidan checked everything out for me and talked me through the paperwork, he made it seem so easy. I am very happy with the help and guidance provided by Aidan and I have told friends about Alliance Wealth planning Ltd. I had no worries once I got talking to Aidan. He is friendly, very professional and helpful Bridget in Co Clare

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We are here to help! Financial Solutions you need at the best price