Our Clients…

We advise people from all walks of life. Below are some examples of clients we’ve worked with to demonstrate how
we can assist with your financial goals and objectives.

Patrick

Enriching Lives with Comprehensive Wealth Planning Advice

We worked with Patrick to create a financial plan that includes his personal wealth, his business, and the future of his heirs.

Patrick Everlake Wealth Advice Client
Navigating Cross-Border Wealth Planning

David & Niamh

Navigating Cross-Border Wealth Planning

We helped David & Niamh to navigate their goals and challenges with a tailored approach focussing on passing wealth to their children, cross border concerns and tax efficiency.

A Journey to Secure Retirement & Financial Peace of Mind

Sally & Bill

A Journey to Secure Retirement & Peace of Mind

We help retirees secure their financial future, balancing risk aversion and the need for income through tax optimised investment portfolios.

Balancing Success, Family & Finances with Expert Financial Planning

Alex & Maya

Balancing Success, Family & Finances with Expert Financial Planning

We help time-pressed, busy couples like Alex & Maya with high-quality advice that prioritises their goals, maximises their assets and addresses issues such as the US estate tax on employer company shares.

Crafting a Bright Future for Their Children Through Smart Financial Planning

Sean & Meera

Crafting a Bright Future for Their Children Through Smart Financial Planning

We help couples to balance ambitious goals with a desire for security and tax efficiency, like Sean & Meera who faced several challenges in their quest to a secure financial future and a lasting legacy for their children.

Discover Our Expertise

We offer unparalleled guidance and solutions in financial advice, tailored to your specific needs.

Estate Planning

Estate and inheritance planning protects your legacy

Wealth Management

We believe that managing your wealth is a very personal endeavour

Retirement Planning

Guiding you towards a sound financial future later in life is our ultimate goal

Tax Planning

Tax planning is an essential part of your financial strategy

Our Team

We’re a diverse team of experienced professionals

Expert Insights & Advice

Expert Guides

Our series of expert guides can help you understand the various elements of financial planning

Case Studies

Take a look at how
we’ve helped our
clients achieve
financial success

Articles

We’ve created educational and informative articles to help you understand financial planning and advice

FAQs

We answer some
of the most
common
questions you’re
likely to ask

Pricing & Fees

Our aim is to always do the right thing for you and your finances.

We take time to listen to you to understand your values, lifestyle goals and aspirations.

Together we create a financial plan which evolves with you over time.

“People don’t generally have financial goals but rather lifestyle goals that have financial implications. We help you to use your money to lead the best life possible”

Marc Westlake
Managing Director

Ready to get started?

Click below to schedule a call with one of our team

Wealth Planning for Business Owners