Winner of the Irish brokers association LPI award for the
best financial planning firm of the year 2016

We're here to guide you...

Wealth Alliance is an award winning leading firm of CERTIFIED FINANCIAL PLANNER ™ professionals who are leaders in the field of financial planning delivering the highest standards and service.

We're here to guide you...

Wealth Alliance is an award winning leading firm of CERTIFIED FINANCIAL PLANNER ™ professionals who are leaders in the field of financial planning delivering the highest standards and service.
Every client we meet has concerns which can range from
“Will we be OK?”
“How much do we need to live our life?”
“Can we be more efficient?”
“How do we stay on track?” 

To address these questions we provide visibility around your lifelong cash-flows summarised in your own bespoke financial plan. We review your income, expenditures, assets and liabilities to achieve the optimum long-term outcome in context of your personal objectives. We work with you to ensure you attain your chosen lifestyle so you can live the life you want without fear or regret.
To address these questions we provide visibility around your lifelong cash-flows summarised in your own bespoke financial plan. We review your income, expenditures, assets and liabilities to achieve the optimum long-term outcome in context of your personal objectives. We work with you to ensure you attain your chosen lifestyle so you can live the life you want without fear or regret.  

Client Scenarios

We have provided a number of scenarios below to illustrate how we work with our clients. All scenarios are fictitious and are for illustrative purposes only. They cover a broad range of issues we have helped clients with.

I'M SELLING MY BUSINESS

I'VE A DEFERRED DEFINED BENEFIT

CAN OUR DREAMS BE BIGGER

Client Scenarios

We have provided a number of client scenarios below to give you an indication on how we work with our clients.

DO WE HAVE ENOUGH?

WHEN CAN WE RETIRE?

I'M SELLING MY BUSINESS

HOW DO WE STAY ON TRACK?

I'VE A DEFERRED DEFINED BENEFIT

CAN OUR DREAMS BE BIGGER

OUR TEAM

BRENDA ROGAN

BRENDA ROGAN

Director

Director

Brenda has over 34 years’ experience in the financial services industry and together with her Jane McAleese, they founded Wealth Alliance Limited in 2011. Brenda’s vision was to establish a transparent fee based financial planning business whose services and values were aligned to the needs and goals of their client’s. To help clients articulate their financial and lifestyle goals whilst empowering them to make considered and measured decisions when developing their personal life plan.

Brenda previously held a number of Senior Corporate and Private Banking roles within Ulster Bank, KBC Bank, Bank of Ireland Private Banking and ICS Building Society. Education is very important to her and she was one of the first people in Ireland to quality as a CFP Professional receiving first class honours in the Master level Graduate Diploma as well has holding a number of other professional qualifications in Investment and Financial Advice.

In her spare time Brenda loves to paint and has also been bitten by the golf bug. You may not know this but she is a cake maker extraordinaire and you should absolutely insist on her bringing a sample to your next meeting!

View Brenda’s business card

Learn more about Brenda

JANE MCALEESE

JANE MCALEESE

Director
Director
Jane is the co-founder of Wealth Alliance and has over 20 years’ experience in the financial services industry and a further 13 years as a business owner in the Equine Industry. Jane and Brenda started with a shared belief that the cornerstone of a Financial Planning business should be the client’s best interest. Jane is passionate about helping our clients make informed financial decisions and achieving their lifestyle goals.

Jane previously worked for Ulster Bank Wealth and held a number of senior positions with KBC Private Bank and KBC Capital Markets. She is both a Qualified Financial Adviser and a CERTIFIED FINANCIAL PLANNER ™ and holds a number of qualifications in Corporate Treasury and Wealth Management. She was awarded First in her year for the Masters level Graduate Diploma in Financial Planning.

Jane loves working out in the Gym and is a keen golfer. She is a passionate dog owner and fancies herself as the Irish version of Barbara Woodhouse. Sit…..Walkies! When Jane is not in the office you will most likely find her hiding out in the West of Ireland.

View Jane’s business card

Learn more about Jane

TRACY CULLEN

TRACY CULLEN

Senior Financial Planner

Senior Financial Planner
Tracy has 18 years’ experience in the financial services industry. Most recently she held a senior role within the Relationship Management team at Bank of Ireland Private Banking. She is a Qualified Financial Advisor, a Certified Financial Planner™ and holds an MSc in Financial Services. With a strong customer focus and a goals-based financial planning bias, she helps customers prioritise financial objectives over varying timeframes.

She has a keen interest in technology and has dedicated much of her time in recent years to customer experience and the digital agenda.

She does not play golf, only occasionally makes it to the gym and when it comes to the kitchen…. well, she’s no Mary Berry! She is still working on these areas!

View Tracy’s business card

Learn more about Tara

KEEVA GARRAHAN

KEEVA GARRAHAN

Financial Planner

Financial Planner

Keeva has 16 years’ experience in the financial services industry. Prior to joining Wealth Alliance, she has held senior positions both in AIB Wealth and most recently in Bank of Ireland Private as a Private Client Manager.

A career in financial planning was a natural choice for Keeva as it gives her the freedom to deliver a personalised level of coaching and guidance to her clients. That client-first thinking has allowed her to build long term relationships based on a true understanding of what is most important. Regular engagement allows for plans to adapt as life unfolds.

She is a Certified Financial Planner ™ and holds a Post Graduate Diploma in Financial Planning from UCD. She also holds a Bachelor’s Degree in Business Management.

As a keen cyclist and skier, she is often found travelling at high speeds!

View Keeva’s business card

Learn more about Tara

GAVIN PEMBREY

GAVIN PEMBREY

Financial Planner

Financial Planner

Gavin has 30 years in the financial services industry, with 20 years as an advisor. Prior to joining Wealth Alliance he was a senior advisor in Ulster Bank Wealth and Bank of Ireland Life. He is a Qualified Financial Adviser and a Certified Financial Planner™.

Gavin started his career in branch banking but soon realised that his passion was for client centric financial planning. He spent a number of years dedicated on upskilling to ensure he was sufficiently equipped to help his clients navigate their financial journey. Gavin’s focus is on building long term relationships with his clients and ensures that their interests are placed at the centre of his advice.

Gavin loves all sports especially rugby and golf and when he is not spending time with his family he can be often be seen walking the fairways (actually mainly the rough) in the west of Ireland.

View Gavin’s business card

 

Learn more about Tara

TAMMY MCCARTHY

TAMMY MCCARTHY

Head of Operations

Head of Operations
Tammy has over 18 years’ experience working at a senior level in the financial services industry. She held the position of Head of Client Management Support within the Business Development and Relationship Management Teams at Bank of Ireland Private Banking. As Head of Operations, she combines a natural customer focus with finely tuned project management skills. She is all about the Customer Journey – from the moment of initial contact, through the process of engagement and into long-term relationships.

She is a Qualified Financial Advisor and holds a certificate in Prince2 Project Management.

Tammy is a keen runner and has a couple of triathlons under her belt, hardly surprising as the rest of us try to keep up with her!

View Tammy’s business card

Learn more about Tammy

SINEAD O’NEILL

SINEAD O’NEILL

Senior Paraplanner

Senior Paraplanner

Sinead O’Neill has over 23 years of experience in the financial services sector.  During this time she worked 19 years in Bank of Ireland Private in the operations department, the pension specialist team and more recently as a senior member of the financial planning team.  Sinead worked closely with the private client managers to deliver personalised financial recommendations for the Bank’s private clients managing their wealth whilst understanding their needs and goals over the long term.
Sinead always places the client’s best interests at the core of her research.    Sinead’s attention to detail and quality of work is exceptional whilst ensuring quality and control standards are maintained at all times.
She is a qualified financial advisor and also holds other financial diplomas (The Pensions Diploma and a Marketing Diploma).
Sinead has many interests, which includes pilates and she enjoys going out for a run most days of the week. As a Mum of 2 boys, if you don’t find her trying to run up the hills in her local park, she finds herself volunteering a lot of her spare time in the local St Finians GAA Club!!

 

Learn more about Tara

AISLENE DOYLE

AISLENE DOYLE

Client Services

Client Services
Aislene Doyle has over 18 years working in Financial Services. During this time she has worked in the General Insurance industry in Fingal Insurance, Goggin Insurance and more recently Alliance Insurance Brokers. It was during her time in Alliance insurance that Aislene was introduced to financial planning and became part of the life & pensions team. She subsequently studied and passed her QFA exams. Aislene joined Wealth Alliance in March 2017 and works with Tara on the client services team.

Aislene has many interests which includes going to the gym, running and watching sports.

With two children, there isn’t much spare time but she does volunteer with her local GAA club St, Margarets. She is an avid runner and pounds the roads most evenings….if you pass her give her a beep!

View Aislene’s business card

Learn more about Tara

What our clients say about us

We have been working with Wealth Alliance since they established in 2011 and throughout this period their advice and support has been invaluable. They are very proactive at exploring different strategies to meet our specific needs and to help us maintain our lifestyle. They help us to plan for the future with confidence. We’d have no hesitation in recommending Wealth Alliance.

PETER KEENAN

COMPANY DIRECTOR & FRANCES KEENAN

Gillian and I have been supported by Wealth Alliance since the firm opened. The direction provided regarding financial planning has been thorough and clear. The recommendations for investment match our risk profile and our financial needs. We like that they are professional yet we feel they know us personally. Overall we are delighted to do business with Wealth Alliance.

ANDREW HUNTER & GILLIAN BRENNAN

COMPANY DIRECTOR & CHARITY DIRECTOR

We have been working with Wealth Alliance since they established in 2011. During this time they more than lived up to our expectations of working with financial planners. They take the time to really know their clients which gives us great confidence that not just our financial goals are well understood but also our comfort level. They regularly provide updates and have always been available to answer any questions or to explain options within our financial plan. We can only give them our highest recommendation.

DENIS VAUGHAN BUCKLEY & INGE VAUGHAN BUCKLEY

S.C. & COMPANY DIRECTOR

I have been a client of Wealth Alliance since its inception and through regular reviews, advice and guidance, all aspects of my finances have improved. Through personalized risk assessment and comprehensive and in-depth knowledge of financial products, cost, taxation and investment and pension options, I feel I have access to all of the information I need to make informed and logical financial decisions. I have nothing but respect and trust for the Wealth Alliance team and have no hesitation recommending them.

JAMES CORCORAN

ACCOUNTANT & INTERNATIONAL PUBLIC SECTOR FINANCIAL CONSULTANT

We started working with Wealth Alliance in 2011 and they have regularly exceeded our expectations, starting with taking the time to really understand our financial position and our goals and objectives. They then outlined and explained the options available to us, ensuring that we understood the opportunities and risks involved with each. Over the years we have had regular reviews and they have suggested changes, as appropriate, ensuring that we feel confident and remain on track to meet our financial goals and objectives. We find them very professional and dedicated to developing their customer proposition. We are happy to recommend Wealth Alliance to people looking for financial planning advice.

DAVID LANE & NOELITA LANE

MANAGING DIRECTOR

Wealth Alliance has provided us with financial planning advice for a number of years. They spent a lot of time talking with us in order to fully understand both of our lifestyle goals and financial objectives. They explained our options in plain English and helped us put in place the various strategies required to achieve our goals. The ongoing contact and annual reviews are most important to us as they ensure we can feel confident that we remain on track to achieve our objectives. We have no hesitation in recommending Wealth Alliance to anyone looking for financial planning advice where the client is placed at the centre of the service.

FRANK & FELICITY HENDERSON

Amanda and I have been engaged with Wealth Alliance for the last three years. The advice and guidance on financial planning has been clear, well thought out and invaluable. They have been proactive in providing investment recommendations which match both our appetite for risk, but also our life goals. They combine a high level of professionalism with a personal service. We would have no hesitation in recommending Wealth Alliance."

SEAN MAC ROIBEIRD,(CO-FOUNDER OPENJAW TECHNOLOGIES) & AMANDA KEOUGH (PILATES INSTRUCTOR)

I am thankful to my employer for many things, not least their engagement of Wealth Alliance, to oversee the company’s pension scheme back in 2012. In the intervening years the relationship has developed and they are now an integral part of my family’s financial planning process. Reviews are well prepared and all queries dealt with in a timely manner. The thoroughness and patience shown by Wealth Alliance over the years has been exemplary. I would have no hesitation in recommending Wealth Alliance to anyone looking for professional financial planning and advice.

 

SCOTT HAYES, (HEAD OF RELATIONSHIP MANAGEMENT, ECCLESIASTICAL INSURANCE)

We have been clients of Wealth Alliance for some years now and we consider the advice and guidance we have received during this time to have had a positive effect on our finances and future outlook. Wealth Alliance have an in-depth knowledge of financial products, taxation and pension options and we rely on them to help us make informed financial decisions. We now have relationship built on trust, and would have no hesitation in recommending Wealth Alliance.

 

LINDA AND DONAL WALSH, (DIRECTORS DW WALSH ARCHITECTS

Linda and Donal Walsh, (Directors DW Walsh architects"

Wealth Alliance provide 1 to 1 advice and support to our employees to assist them in making investment choices and contribution rates to their pension plans appropriate to each individual employee’s circumstances. Jane and Brenda have become trusted advisers to our employees and through their support and guidance we have seen real active engagement by employees in pension planning.

BARBARA OWEN

HUMAN RESOURCES MANAGER ECCLESIASTICAL INSURANCE IRELAND

 

 

Get in touch

 
Call us
(+353 1 840 6082)


Email us
info@wealthalliance.ie

Wealth Alliance
Columba House
Lakeshore Drive
Airside
Swords
Co Dublin
K67 R2Y9

 

 

Get in touch

 
Call us
(+353 1 840 6082)


Email us
info@wealthalliance.ie

Wealth Alliance
Columba House
Lakeshore
Drive
Airside
Swords
Co Dublin
K67 R2Y9

WEALTH ALLIANCE LIMITED IS REGULATED BY THE CENTRAL BANK OF IRELAND C120055

 
 

WEALTH ALLIANCE LIMITED IS REGULATED BY THE CENTRAL BANK OF IRELAND C120055