Financial Consultancy

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Financial Consultancy

Specialised Financial Advice Provider

We engage with our clients through a process known as Holistic Financial Planning which is a 1st class financial planning and retirement planning service aimed at clients who wish to fully understand their financial position, set their financial goals, know how to achieve them and therefore gain control of their finances.

Pensions can be complicated with an array of different options. We will simplify them for you. We will stick by you. When your situation changes. Or market of legal changes affect you. 

our services

Best Solutions For Your Money

Pension Planning

Enjoy a carefree life in retirement

Financial Planning

Invest your savings wisely


Insurance and Serious Illness

Protect your lifestyle from uncertainty

Inheritance planning

Plan ahead and pass on your assets

Mortgage Protection

Protect your mortgage, protect your home

Income Protection

Maintain a stable income when you need it most

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Comprehensive Market Analysis

At New Alliance, we assist you by conducting well-structured market analyses and providing you with strategies that can enhance your financial capabilities


Experience & Precision

Our advisors boast several years of experience in the fields of financial planning. We can help you decide how you want your money to be used in the best possible way

Independent Advice

New Alliance does not approach financial planning like that of a traditional finance or Insurance company. Instead, we provide you with specialised fee-based advice that is tailored to your case

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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.