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Ireland’s Private Pension Specialists

Pension Planning Ireland is a trading name of New Alliance Wealth Planning LTD. New Alliance is regulated by the Central Bank of Ireland and has been advising private clients and companies on Pensions, Investments and Protection for more than 10 years. Our team of Specialist Advisors and Consultants have advised dozens of Irish companies, hundreds of company directors and thousands of individual clients on their Pension needs.

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Meet Our Team

Aidan Whelan
Aidan Whelan Director/Senior Financial Consultant

Aidan comes with more than 30 years of business management, having worked nationwide and in Europe during his tenure. During this time, he has acquired a vast knowledge in the financial spectrum. Ranging from mortgages, protection, and retirement planning. Aidan is also fully qualified in Debt Management and is deemed to be one of the best in the country. He has also won nation awards including customer service which will be, no doubt an asset to this company.
Paula Woodgate
Paula WoodgateDirector/Senior Financial Advisor
LIB QFA ACOI
An experienced professional in the financial services sector with many years of experience across Banking, Management and Customer Advice roles. Paula is a Qualified Financial Advisor and Compliance Officer. A deep understanding of Pension planning and associated regulations enable Paula to provide comprehensive solutions to suit a broad range of tailored retirement and long-term financial needs.
Katy Blunn
Katy BlunnOffice Manager

Katy is a key support to consumer enquiry and advisory support services.

About Us

Pension Planning Ireland is a trade name of New Alliance Wealth Planning Ltd. New Alliance is regulated by the Central Bank of Ireland and provides Financial Advice to private clients and companies on Pensions, Investments and Protection, with more than 20 years experience. Our team of Specialist Advisors and Consultants have advised dozens of Irish companies, hundreds of company directors and thousands of individual clients on their Pension needs.

With offices in Dublin we are available nationwide. We define your pension needs and assess those needs with the suitability of your current or previous pension provisions.

Everybody is unique and you may need to be referred to a specialist financial planner or exit specialist, depending on your personal goals.

We will assess your situation and provide advice or claims assistance as you need it in your locality. Our Advisor will visit you or your company, or arrange a zoom consultation. After compiling an assessment of your needs, we will be in a position to plan all aspects of your retirement income, recommend suitable investments and ensure your wealth is protected against unexpected situations like illness.

Please complete the data request/review form and you will be referred to a consultant immediately to take care of your enquiry.

Established & Trusted

Our advisors have extensive knowledge of the financial services sector. Our Pension and Retirement Team have developed special expertise in all aspects of Pension Planning, Retirement Options and exit strategies.

What’s Your Status?

You can contribute to various types of pensions depending on your employment status.

In Employment

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Self Employed

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Company Director

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Pension with
Previous Employer

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Pension Property

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Redundancy

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What Our Clients Say

”Our Customers Have Rated Us “Great”

Extremely great service

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.

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