About Us

Building partnerships rooted in mutual interests.
New Alliance ensures the best management of your financial resources.

We prioritise your needs above all else, ensuring every interaction is grounded in reliability.
Delivering on our promises and exceeding your expectations.

Why Us

Build your assets over time with our wealth management, regardless of size.

We guide you to stay on track with your financial plan during all of life’s situations

Our commitment to integrity fosters trust and long-term relationships, ensuring you receive reliable, unbiased financial guidance.

New Alliance Guiding Principles

We focus on each client’s unique financial goals and circumstances, educating clients on financial concepts to empower them to make informed decisions and take ownership of their financial future.

We always act in the best interests of our clients, providing unbiased, transparent advice. We uphold the highest ethical standards, ensuring trust and long-term relationships based on open and clear communication.

We stay updated on financial trends, regulations, and strategies to provide the most relevant and effective advice. All our staff possess relevant credentials and certifications to demonstrate expertise and competence.

Our Mission

“Our mission is to empower individuals and families to achieve financial security and long-term success through personalised, transparent, and ethical financial planning. We are committed to delivering expert guidance tailored to each client’s unique goals, while upholding the highest standards of integrity and fostering lasting relationships built on trust and accountability.”

This mission statement emphasises the core values of personalization, transparency, integrity, and client empowerment while focusing on long-term financial well-being.

Leadership team

Committed to delivering expert financial guidance and personalised service, ensuring your financial ease is navigated with confidence

Aidan Whelan

Director/Senior Financial Consultant
QFA, APA Debt Management

Paula Woodgate

Director/Senior Financial Advisor
LIB QFA EFA LCI RPP

Zach Scannell

Senior Financial Consultant
QFA SIA PTP

Katy Blunn

Office Manager

Sustainable Finance Disclosure Regulation - IBIPs & Pension Advice

In accordance with the Sustainable Finance Disclosure Regulation (‘SFDR’), we inform you that when providing advice on insurance-based investment products/Investments, we assess, in addition to relevant financial risks, relevant sustainability risks as far as this information is available, in relation to the products proposed/advised on. This means that we assess environmental, social or governance events/conditions that, if they occur, could have a material negative impact on the value of the investment.

We require each client to complete an ESG questionnaire so we can determine the importance of these factors to the customer and dependant on the result we review product provider literature in relation to sustainability risks and will liaise with the providers in relation to any queries in relation to the funds.

In relation to Principal Adverse Impacts on sustainability factors, when providing advice on insurance-based investment products (‘IBIPs’) or investment advice, we assess the PAI information published by product manufacturers where relevant.

This information will be reviewed by the firm on an annual basis.