With nearly 40 years’ experience in the financial services industry Brenda co-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 qualify 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

Sinead O’Neill has over 26 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!!

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.

Stephen has over 10 years’ experience within the financial services industry with roles ranging from a regulation advisor with the Irish Stock Exchange to a compliance and market surveillance officer with some of the largest global investment banks. During this time, Stephen has gained a very well-rounded knowledge of capital markets as part of the banks control room particularly around the individual investment instruments and asset classes.
Stephen has completed his QFA exams and is on his way to obtaining a CFP designation as he builds his career in the Financial Planning space. He has always placed great value in maintaining good client relationships and understands the importance of delivering high levels of customer service. Having worked on projects with many different teams and viewpoints, he fully appreciates the value of collaboration and teamwork to meet deadlines, taking pride when his interactions lead to positive client outcomes.

Stephen has a wide range of interests being involved with different sports teams, playing Hurling and Hockey for Skerries and casually during his time living in Australia. When he gets a chance, he fits in the odd triathlon, and is committed to working on his golf swing and keeping the ball in play.