PHONE: +353 (0)1 849 3000
Our Team
WE PUT OUR CLIENTS AT THE HEART OF EVERYTHING WE DO
Meet our dedicated team of professionals. Our work revolves around our clients and we are here to help you meet your financial goals. Find out about the individual personalities that make up our company.
John Lyons is the Managing Director and co-founder of Wealth Alliance. He is also the founder and Managing Director of Alliance Insurance, an affiliate of Wealth Alliance. John and his co-directors founded Wealth Alliance to provide independent financial planning to high-net-worth clients, through a broad range of tailored investment strategies and wealth management solutions.
John has over 33 years experience in the financial services industry, many of those years at senior management level. Before owning his own brokerage, he worked extensively in the insurance industry, culminated in his appointment as Assistant General Manager of Standard Life in 1995. Prior to Standard Life, he worked as Head of Sales for Prudential and built a sales team of 200 consultants within 3 years. He also held roles as Regional Sales Manager in Abbey Life, managing a team of 160 employees and a variety of managerial roles in both Irish National and New Ireland.
John enjoys country sports, including hunting, shooting and fishing. He is also a secretary of Belgrove Football Club in Clontarf.
Vision for Wealth Alliance – John wants Wealth Alliance to provide a new and innovative financial planning service to their clients, moving way from product based selling and focusing on a client’s long-term financial needs.
Brenda Rogan is a CERTIFIED FINANCIAL PLANNER™ and co-founder of Wealth Alliance with over 21 years of experience in the financial services industry. Brenda and her co-directors founded Wealth Alliance to provide independent financial planning to high-net-worth clients, through a broad range of tailored investment strategies and wealth management solutions.
Brenda most recently worked as a Wealth Manager in Ulster Bank Wealth. Prior to joining Ulster Bank Wealth, she was a Private Banking Manager in KBC Bank, helping to develop their high-net-worth Wealth proposition. Brenda has also held positions as Senior Manager in Bank of Ireland Private Banking and various managerial roles in ICS Building Society.
Education is a priority for Brenda, as she understands the financial services industry is constantly changing. To this end, she is a Qualified Financial Advisor (QFA) and CERTIFIED FINANCIAL PLANNER™ (CFP Professional). The CFP designation is internationally recognised and Brenda is one of the first people to qualify as
a CFP Professional in Ireland.
She has also attained the following qualifications:
Jane McAleese is a CERTIFIED FINANCIAL PLANNER™ and co-founder of Wealth Alliance with over 15 years of experience in the financial services industry and 13 years experience as a business-owner in the Equine Industry. Jane and her colleagues founded Wealth Alliance to provide independent financial planning to high-net-worth clients, through a broad range of tailored investment strategies and wealth management solutions.
Jane most recently worked as a Wealth Manager in Ulster Bank Wealth. Prior to joining Ulster Bank Wealth, she was a manager in both Capital Markets and
Private Banking in KBC Bank for over 10 years. Her experience as a business-owner before working in financial services has also given her an understanding and insight into the financial needs of an entrepreneur.
Jane realises the importance of further education in the financial industry and is both a Qualified Financial Advisor (QFA) and a CERTIFIED FINANCIAL PLANNER™ (CFP Professional). The CFP designation is internationally recognised and Jane is one of the first people to qualify as a CFP Professional in Ireland.
She has also attained the following qualifications:
Stan Pyke is a CERTIFIED FINANCIAL PLANNER™ and co-founder of Wealth Alliance with over 27 years of experience in the financial services industry. Stan and his colleagues founded Wealth Alliance to provide independent financial planning to high-net-worth clients, through a broad range of tailored investment strategies and wealth management solutions.
Stan has been an independent broker and financial advisor for over 25 years. He most recently worked as Managing Director at Intersure Group, which he set up in 1997 and Finance Matters, which he co-founded in 1989. As a self-employed individual himself, Stan understands the challenges clients are facing in the current economic climate.
Stan is conscious of the importance in achieving relevant qualifications in the financial services industry and is both a Qualified Financial Advisor (QFA) and a CERTIFIED FINANCIAL PLANNER™ (CFP Professional). The CFP designation is internationally recognised and Stan is one of the first people to qualify as a CFP Professional in Ireland. He has also attained the following qualifications:
Tara Murphy our Life & Pensions Administrator has 6 years experience in the industry. She worked as part of the Life & Pensions team in Intersure Group Ltd for 4 years and brings a wealth of experience to the team.
Tara has a wide range of experience in every aspect of the administration role, from New Business, to Customer Services. She is in the process of completing the QFA qualification.
Tara currently volunteers with the Drogheda Special Olympics club and holds the position as the Athlete Protection Officer.
John Lyons
John Lyons is the Managing Director and co-founder of Wealth Alliance. He is also the founder and Managing Director of Alliance Insurance, an affiliate of Wealth Alliance. John and his co-directors founded Wealth Alliance to provide independent financial planning to high-net-worth clients, through a broad range of tailored investment strategies and wealth management solutions.
John has over 33 years experience in the financial services industry, many of those years at senior management level. Before owning his own brokerage, he worked extensively in the insurance industry, culminated in his appointment as Assistant General Manager of Standard Life in 1995. Prior to Standard Life, he worked as Head of Sales for Prudential and built a sales team of 200 consultants within 3 years. He also held roles as Regional Sales Manager in Abbey Life, managing a team of 160 employees and a variety of managerial roles in both Irish National and New Ireland.
John enjoys country sports, including hunting, shooting and fishing. He is also a secretary of Belgrove Football Club in Clontarf.
Vision for Wealth Alliance – John wants Wealth Alliance to provide a new and innovative financial planning service to their clients, moving way from product based selling and focusing on a client’s long-term financial needs.
Brenda Rogan
Brenda Rogan is a CERTIFIED FINANCIAL PLANNER™ and co-founder of Wealth Alliance with over 21 years of experience in the financial services industry. Brenda and her co-directors founded Wealth Alliance to provide independent financial planning to high-net-worth clients, through a broad range of tailored investment strategies and wealth management solutions.
Brenda most recently worked as a Wealth Manager in Ulster Bank Wealth. Prior to joining Ulster Bank Wealth, she was a Private Banking Manager in KBC Bank, helping to develop their high-net-worth Wealth proposition. Brenda has also held positions as Senior Manager in Bank of Ireland Private Banking and various managerial roles in ICS Building Society.
Education is a priority for Brenda, as she understands the financial services industry is constantly changing. To this end, she is a Qualified Financial Advisor (QFA) and CERTIFIED FINANCIAL PLANNER™ (CFP Professional). The CFP designation is internationally recognised and Brenda is one of the first people to qualify as
a CFP Professional in Ireland.
She has also attained the following qualifications:
- Graduate Diploma in Financial Planning
- Professional Diploma in Financial Advice
- Diploma in Investment Advice
- Certificate in Investment Advice
Jane McAleese
Jane McAleese is a CERTIFIED FINANCIAL PLANNER™ and co-founder of Wealth Alliance with over 15 years of experience in the financial services industry and 13 years experience as a business-owner in the Equine Industry. Jane and her colleagues founded Wealth Alliance to provide independent financial planning to high-net-worth clients, through a broad range of tailored investment strategies and wealth management solutions.
Jane most recently worked as a Wealth Manager in Ulster Bank Wealth. Prior to joining Ulster Bank Wealth, she was a manager in both Capital Markets and
Private Banking in KBC Bank for over 10 years. Her experience as a business-owner before working in financial services has also given her an understanding and insight into the financial needs of an entrepreneur.
Jane realises the importance of further education in the financial industry and is both a Qualified Financial Advisor (QFA) and a CERTIFIED FINANCIAL PLANNER™ (CFP Professional). The CFP designation is internationally recognised and Jane is one of the first people to qualify as a CFP Professional in Ireland.
She has also attained the following qualifications:
- Graduate Diploma in Financial Planning (Received President’s Award:1st in Class)
- Professional Diploma in Financial Advice
- Specialist Diploma of Wealth Management
- Graduate Certificate in Corporate Treasury
Stan Pyke
Stan Pyke is a CERTIFIED FINANCIAL PLANNER™ and co-founder of Wealth Alliance with over 27 years of experience in the financial services industry. Stan and his colleagues founded Wealth Alliance to provide independent financial planning to high-net-worth clients, through a broad range of tailored investment strategies and wealth management solutions.
Stan has been an independent broker and financial advisor for over 25 years. He most recently worked as Managing Director at Intersure Group, which he set up in 1997 and Finance Matters, which he co-founded in 1989. As a self-employed individual himself, Stan understands the challenges clients are facing in the current economic climate.
Stan is conscious of the importance in achieving relevant qualifications in the financial services industry and is both a Qualified Financial Advisor (QFA) and a CERTIFIED FINANCIAL PLANNER™ (CFP Professional). The CFP designation is internationally recognised and Stan is one of the first people to qualify as a CFP Professional in Ireland. He has also attained the following qualifications:
- Graduate Diploma in Financial Planning
- Professional Diploma in Financial Advice
Tara Murphy
Tara Murphy our Life & Pensions Administrator has 6 years experience in the industry. She worked as part of the Life & Pensions team in Intersure Group Ltd for 4 years and brings a wealth of experience to the team.
Tara has a wide range of experience in every aspect of the administration role, from New Business, to Customer Services. She is in the process of completing the QFA qualification.
Tara currently volunteers with the Drogheda Special Olympics club and holds the position as the Athlete Protection Officer.
Sterner Holdings Limited t/a Wealth Alliance is regulated by the Central Bank of Ireland C2234 Terms of Business