“Even the most complex requirements can be met with ethical and effective solutions, when you have experience at your fingertips”
Marc Westlake, Managing Director
The Everlake Difference
Ever ethical. Ever transparent. Ever progressive.
Expert financial planning advice, intelligent insights, personalised solutions, and a holistic perspective. That’s what you can expect from our team at Everlake.
But above all we believe in treating our customers fairly, being willing to have difficult conversations as well as the pleasant ones, and where possible, steering investments towards ethical and sustainable practices that will secure a brighter future for the generations that follow.
Are you seeking expert financial planning combined with ethical and transparent advice?
Our impactful advice will add value and meaning to your wealth, at every stage in your financial journey.
Wealth Planning
Addressing complex needs with effective solutions
Accumulation, decumulation, CGT, Estate Duty, trusts, social impact, and possibly philanthropy. These are just some of the considerations when managing a complex portfolio of investments.
In our more than 25 years of providing wealth planning advice, we have supported private individuals, families and family businesses. We’re here to help you too.
Financial Planning
Personalised planning to help you achieve your financial goals
Financial Life Planning isn’t just about money, it’s about finding out what really matters to you and helping you take control of your future.
We will work with you to help you identify where you are now, where you want to be and what is holding you back from achieving all that is important to you.
Featured Service
Planning for Retirement
Guiding you through one of life’s major transitions
We believe that retirement is one of the ‘big rocks’ in your life, like getting married or having children. Retirement is a life changing event that requires a professional assessment of the life you want to live in your later years, and a clear strategy to achieve your objectives later in life.
Featured service
Investment Consulting
Wise investing requires an objective and professional assessment
Long-term investment success means different things to different people. The best investment plan for you depends on your specific circumstances and objectives.
We offer Irish investors a choice of portfolios to meet your investment preferences, ranging from traditional investment portfolios through to our ethical filtered portfolio.
Insight
A wealth of ideas to share…
All of our latest news and insights at a glance. Subscribe to our newsletter for regular updates directly into your inbox.
We’ll all be going electric when it comes to driving soon… With the announcement in February this year that the…
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At Everlake we believe investment returns are explained by the following investment decisions: asset allocation, diversification, and investment approach. 1. …
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Sustainable investment funds employ three key strategies that are inter-related and underpin our sustainable investment philosophy at Everlake. In its…
Read moreMeet Marc Westlake…
…our Managing Director
Probably Ireland’s most qualified financial planner, Marc has achieved gold standard qualifications in Ireland, the UK and at a European level.
Feedback
What our clients say
“Your approach works”
Your approach works. The personal touch and absolute transparency you guys deliver, as well as the extra value adds that come in floods makes it work so well. It’s a superb model.
Graham – Company Owner
“I wish we had met earlier”
As retirement approached, I was unsure how my assets could achieve their full potential. The suggested strategy has much improved my financial condition. I wish we had met earlier.
Jonathan Hession – Photographer
“Expert guidance & deep thinking”
Marc, thank you for the guidance and counsel over the last 6 months. I particularly valued your deep thinking about the risk/reward trade-offs involved. A pleasure to deal with.
Jeremy – Chief Executive Officer
“Long standing clients”
As long-standing clients of Everlake, what attracted us was Marc’s defined and understandable investment philosophy that was not doctrinaire but tailored to our individual needs.
J&C Fahy – Cork
“No ordinary wealth planning company”
You exceed all expectations in your quality of service and deliverables. I will always recommend you – trusted, reliable, and honest. This is no ordinary wealth planning company!
Simon Wigzell – Business & Private Client
“Not enough time to manage our money”
I have been with Everlake for some 7 years now, and increasingly appreciate the service you offer. Because of Everlake, I can concentrate on what I want to do, and sleep easily.
Hospital Consultant
“I needed international expertise”
I needed financial and tax guidance on the nuances of being Irish resident while having UK, US and Irish citizens in our family. You have more than fulfilled my expectations.
Company Director
“Truly life changing advice”
Marc has helped structure our corporate and personal finances to make them as tax efficient as possible. His advice and recommendations have been truly life changing.
Ross Killen
“You follow your principles”
You focus on me and discuss possibilities with a realistic and balanced view of investment risk & return. You really believe in your stated principles and follow them faithfully.
Pat L. – Software Development Consultant (Galway)
