
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.
OUR TEAM
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.
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
PETER 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
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
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
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
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
BARBARA OWEN
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
WEALTH ALLIANCE LIMITED IS REGULATED BY THE CENTRAL BANK OF IRELAND C120055
WEALTH ALLIANCE LIMITED IS REGULATED BY THE CENTRAL BANK OF IRELAND C120055