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

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 Keeva

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

IVAN WALSH BOOKEY

IVAN WALSH BOOKEY

Client Service Manager
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.

Learn more about Derek

What our clients say about us

The biggest surprise for us was how easy Wealth Alliance made the process.  We had multiple policies.  Wealth Alliance analysed them, then presented us with a clear picture of our current financial situation and the best path going forward. It was a relief to start working with them. The partners of Wealth Alliance are excellent communicators; they broke everything down for us, making the financial more user friendly. We were impressed with their impartial advice, honesty, expertise and straight forwardness. We feel more secure now that Wealth Alliance is keeping an eye on our financial health.

 

MICHAEL & MARY ANN RYAN

OCTOBER 2020

I needed somebody to advise on my investments and I am delighted to have teamed up with Wealth Alliance. My experience has been excellent and I have found Wealth Alliance to be friendly, approachable and easy to work with. They are extremely knowledgeable and always follow up on time. I completely trust the Wealth Alliance team and would be happy to recommend them to a friend.

JEAN

September 2020

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

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
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

I would highly recommend Tracy and the team at Wealth Alliance. They conducted a very thorough and detailed evaluation of our family finances and came up with a bespoke report and evaluation jam-packed with information we can readily use. Their recommendations were superb and we found them highly skilled and extremely competent. We now have a very clear understanding and overview of where we are and what the next stages are for future planning and financial management.

ORLA KELLY

OCTOBER 2020

Practical, sensible advice that cut through the jargon - that's what I wanted and what I got from my engagement with Tracy Cullen of Wealth Alliance. I needed a complete end-to-end review of my financial situation and objective advice on the things I should do and steps I should take to allow me to live the life I want now but provide for the future life I am planning in the most efficient manner possible. Wealth Alliance provided me with that advice, no query was too small and all my questions were handled quickly, comprehensively and in a factual easy to understand manner. I have been impressed with their service and look forward to continuing to engage with the team as an integral part of managing my finances for the long term.

T.T. COMPANY DIRECTOR

NOVEMBER 2020

 

 

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