independent

Friday 1 August 2014

Wealth Alliance launched

Published 09/10/2012|12:40

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The Wealth Alliance team, at the Launch of Wealth Alliance in the RDS Members Club Dublin.

WELL-KNOWN Fingal businessman John Lyons is MD of a new financial planning company called The Wealth Alliance and had their official launch in the RDS.

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John, who has run Alliance Insurance in Skerries for many years, along with Brenda Rogan , Jane McAleese and Stan Pyke collectively have over 100 years of experience in the financial services sector. Having identified the lack of impartial advice currently available in the Irish market, they established Wealth Alliance to provide a comprehensive, independent, fee based planning service to their customers. Unlike many financial advisory practises in Ireland their mission is simple, 'recognising individuality, we look to serve by designing sensible solutions that will enable our clients to meet their financial and life goals now and in the future'. Wealth Alliance employs a stringent research and analysis capability to deliver a comprehensive personal financial plan. Due consideration is given to all aspects of the customers personal situation in context of any strategy employed, thereby allowing individual financial decisions to be made as part of the overall plan. Wealth Alliance believes that on-going planning meetings form a key component of their process. They re-visit objectives and where appropriate recommend and implement adjustments. This approach enables the customer to plan and adapt more easily to life changes and feel secure that their goals remain on track. As Certified Financial Planner professionals, they are certified by the Financial Planning Standards Board Ireland, (FPSB Irl.). FPSB Ireland is affiliated to FPSB Ltd., an internationally recognised body that promotes and monitors rigorous international competency, ethics and practice standards for CFP professionals. They have the tools and the skills to drive the highest level of financial planning in Ireland.

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