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!
Director
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.
Senior Financial Planner
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!
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!
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.
DEREK MAHON
Financial Planner
Derek joins us with extensive banking and treasury experience alongside a very strong financial background having worked with the leading international and national banking institutions at very senior levels in Dublin. He is extremely client focused and builds lasting and trusting relationships. His emphasis is on service, tailored solutions, client satisfaction, and lasting financial strategies.
Derek has been a Financial Planner for over 5 years and continues with the passion to continue to learn, improve and succeed within the industry. Derek joins us as a fully qualified financial advisor, QFA, and this year added to that qualification as a retirement planning advisor, RPA.
Derek is an avid sports and fitness fan. He plays golf, competes in triathlons, adventure races and cycles many nationwide sportif’s and treks the local mountain ranges and is pursuing the 7 Summits, the highest peak on each of the 7 continents of the world. He has summitted Mont Blanc, Mount Elbrus, Kilimanjaro, Aconcagua and Mount Everest and is scheduled to climb Denali in Alaska next year.
He will for sure bring us all to new heights !
Head of Operations
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!
Senior Paraplanner
IVAN WALSH BOOKEY
Client Service Manager
Ivan has spent all his working life in client facing roles across a number of different industries and so he is a natural fit for our Client Services Team. Prior to joining Wealth Alliance he was responsible for business development with Exertis. There he headed up a successful international Customer on boarding programme as well as creating a large distribution network. Prior to that he was part of a small team at Brandvis for 6 years involved in creating a customisable software programme for customers.
More recently Ivan has taken time out to expand his knowledge and successfully completed a course in Digital Marketing. Ivan has a keen eye for enhancing customer experience and building long term client relationships is key to that.
Ivan enjoys spending time with his family, getting out for a run when he can (although probably more at jogging pace nowadays) and helping out coaching his children’s GAA teams.