About Us


Who We Are

New Alliance provides personal financial planning advice in the areas of personal finance, pension and retirement planning services, and private banking services to clients who want expertise and assistance to help them deal with financial services institutions on their behalf. 

Our principal business is to provide advice and arrange transactions on behalf of clients about the full range of life assurance & pension products for both firms and individuals. A full list of insurers, product producers, and lending agencies with which we deal is available on request.

What We Do

New Alliance Wealth Planning Ltd. acts as an Impartial Broker which means that: 

  • The principal regulated activities of the firm are provided on the basis of a fair and a personal analysis of the market
  • You have the option to pay in full for our services by means of a fee
  • Our financial advice is focused on you and your requirements, not your money

Our Mission

Our goal is to help our clients develop a sensible and achievable financial plan, to create confidence in your ability to achieve life goals and to make plans and to help you achieve them while riding out the ups and downs that are part of life. We want to give our clients the greatest possible experience and therefore offer the finest initial and ongoing advice that sets the standards in the industry Internationally. 

We provide stability and guidance in the uncertain world of finance and help you navigate through unknown territories. We have a policy of being upfront and honest with our clients, and we vow to convey bad news as well as good, with a commitment to take remedial measures when things don’t go as planned.

We Help Our Clients In Wealth Planning

  • Maximize your wealth by providing investment advice and guidance

  • Protect your wealth from unexpected events

  • Help plan your retirement to ensure it’s just your next step

  • Help plan for inheritance to ensure your wishes are fulfilled

  • Securing and safeguarding all of your wealth and assets
Sustainable Finance Disclosure Regulation (SFDR):

ESG – Environmental, Social and Governance issues are of great concern to all at New Alliance. We love the strides being made by the financial services industry to try and make the world a better place to live. Given the nascent environment for ESG investing, the range of apparent contradictions and the lack of clarity at this point, the management at New Alliance when providing advice, have chosen not to consider the adverse impacts of investment decisions on ESG related issues. We will review this approach on a regular basis and when we feel that we can ‘hang our hat’, on the ESG advice we provide to you we will embrace it as part of our advice process. We have however been addressing this issue for years with clients who are ‘Environmentally’ aware, and are happy to do so with you should you have a preference. 

If any customer wishes to discuss their options or would like more information on this topic, we will be happy to provide advice and carry out our client’s requests.

Aidan Whelan

Aidan has more than 30 years of experience in business management, having worked both in Ireland and Europe. During this time, he has amassed a broad range of financial knowledge in mortgages, insurance, and retirement planning. Aidan is also fully qualified in debt management and is widely regarded as one of the country’s best. He’s also won several national awards, including customer service. 

Paula Woodgate

An experienced financial services professional with extensive experience in banking, management, and customer service roles. Paula is a Compliance Officer and a Qualified Financial Advisor. Paula can provide comprehensive solutions to suit a wide range of tailored retirement and long-term financial needs thanks to her extensive knowledge of pension planning and related regulations. 

Katy Blunn
Katy is a valuable asset to consumer enquiry and advisory services.