The Everlake team of financial advisors is dedicated to achieving excellent outcomes for our clients. We operate at the frontier of innovation and embody a willingness to challenge the status-quo at every turn. Our high ethical standards apply to every aspect of our relationship with you, and through our culture of continuous learning. Each member of our team is highly qualified and capable of delivering world class financial planning solutions to you.
Probably Ireland’s most qualified financial planner, Marc has achieved gold standard qualifications in Ireland, the UK and at a European level. Additionally, he is a registered Trust & Estate Practitioner. Marc set up Global Wealth in 2008 and provides complex financial planning solutions to a small cohort of our clients.
To book an initial 30 minute call with Marc, please click Schedule Call below.
John headed up Ethical Financial before merging with Global Wealth. Previously, John worked as a social worker before becoming a Financial Advisor. He holds a Masters from the London School of Economics and is a Certified Financial Planner (CFP®) with a particular expertise in ESG investing. John loves sport and played League of Ireland football.
To book an initial 30 minute call with John, please click Schedule Call below.
Chief Operating Officer
Jacki joined us after 15 great years working in Barnardos as HR & Communications Director. Previously she worked in IBM. Having overseen the merger of Ethical Financial and Global Wealth, and the launch of Everlake, Jacki now drives operational excellence across all areas of our business.
Client Account Manager
Ray established Ethical Financial in 1997 which merged with Global Wealth in 2020, before becoming Everlake in 2022. Prior to this, he was an army captain who played senior football for Mayo. Ray has a passion for bringing ethical investing and tax efficient investment solutions to his clients.
Certified Financial Planner
With us since 2020 and previously with Irish Life, Ruairi has over 15 years of experience as a financial advisor. A Certified Financial Planner (CFP®) , he brings experience and expertise when helping his clients to put the most appropriate financial steps in place, to achieve the right outcomes.
To book an initial 30 minute call with Ruairi, please click Schedule Call below.
Gerry is a qualified Chartered Accountant, Tax Adviser and a Certified Financial Planner with wide business experience in different sectors.
He joined Global Wealth as Chairman in 2015 and oversaw the merger with Ethical Financial and the launch of Everlake. In addition, Gerry also serves as a non-Executive Director on several boards.
Marketing and Client Services
Having previously enjoyed a varied and sometimes hair-raising career in delivering marketing experiences, Rebecca joined us in 2017. Qualifying as a Certified Financial Planner (CFP®) in early 2021, Rebecca collaborates with our financial advisors to help clients make their money work for them to fit their own individual lifestyles.
Client Services Executive
Matt joined us in December 2021, having previously gained valuable customer and management experience in his family’s business. With a business degree and a 1st class honours MSc in Finance, both from Trinity College Dublin, Matt still found time while studying to achieve a single figure handicap in golf.
Client Services Executive
Rebecca joined us from Aviva in 2021 and is on the same path as some of our clients, building her career and saving for a house. To support her objective of providing excellent customer service to our clients, Rebecca completed a Professional Diploma in Office Admin in UCD in 2022.
With a shared philosophy, shared principles, and shared values; in 2020 Ethical Financial and Global Wealth merged.
Ethical Financial was established in 1997 by Ray McNicholas with the aim of supporting individuals, families, business owners and charities to achieve their financial goals. Over the years, the business grew considerably, along with a specialist knowledge and expertise in ethical investing.
Global Wealth traces its history to 2008 when founder, Marc Westlake, developed a commission free financial planning business in Dublin. Marc has worked as an Independent Financial Planning Consultant since 1994 and is a specialist in portfolio management, pensions, tax and estate planning. As an ex-pat himself, Marc is particularly well placed to advise non-domiciled individuals on their financial matters.
In Spring 2022 the company rebranded as Everlake.