Financial Wellbeing

Attendees can expect to come away with advice on how to effectively save money, reduce debt and reduce the amount of tax you pay.

Description

This month's webinar will be a chance for attendees to hear advice and learn some tips that will help with managing your personal finances. Nick Charalambous, Managing Director of Alpha Wealth, will deliver a presentation that will provide useful, actionable advice, with a Q&A session at the end where you can engage directly with Nick.

Key learnings

  • How to save money in simple ways
  • How to reduce debt
  • How to reduce the Tax you pay
  • How to retire early

Trainer Profile

With a Cypriot background, Nick was raised and educated in London. He has worked in Investment and Private Banking for some of the biggest banks in the world.  With over 25 years financial services experience in Cork, primarily working as a Financial Advisor with AIB and Ulster Bank, he has built up extensive knowledge of the financial services environment which he shares with his clients in many different areas of personal finance. Nick is Managing Director of Alpha Wealth which he set up 9 years ago. Alpha Wealth is a dynamic, progressive financial services company whose purpose is to provide individuals and companies with a level of wealth service and financial advice which will help them achieve their financial goals.

Organisation Profile

Alpha Wealth Financial Management is a dynamic, progressive financial services company with offices in Cork and Dublin. Our purpose is to provide individuals and companies with a level of wealth services and financial advice which will help them achieve their financial goals. Alpha Wealth is an independent financial partner for individuals that want to manage their money smarter and get their retirement planning right. We understand that everyone's financial situation is unique, and we believe that everyone should have access to personalised financial guidance that suits their needs. At Alpha Wealth, we help clients in all aspects of personal finance, including savings and investment advice, tax planning, retirement planning, and more. 

CPD Competences: C1. Knowledge and understanding

 

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Financial Wellbeing

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