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Our Philosophy

We are dedicated to achieving excellent outcomes for our clients, operating at the frontier of innovation and embodying 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, our team are qualified and capable of delivering world class financial planning solutions to you.

Marc Westlake

Managing Director

Probably Ireland’s most qualified financial planner, Marc has achieved gold standard qualifications in Ireland, the UK and at a European level. He is a registered Trust & Estate Practitioner. He set up Global Wealth in 2008. Marc provides complex financial planning solutions to a small cohort of our clients.

John McNicholas

Client Director

John headed up Ethical Financial before merging with Global Wealth. Previously John worked as a social worker. He holds a Masters in the London School of Economics and is a Certified Financial Planner with a particular expertise in ESG investing. John loves sport and played League of Ireland football.

Jacki Conway

Chief Operations 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.

Ray McNicholas

Client Account Manager

Ray established Ethical Financial in 1997 which merged with Global Wealth in 2020,  before becoming Everlake in 2022 Prior to this, Ray 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.

Virginia Towo

Financial Planning Executive

Virginia became a Qualified Financial Adviser (QFA) in 2010 and has recently attained accreditation in Retirement Planning Advice (RPA). Having commenced her career in Electrical Engineering, she changed tack before joining us in 2018. Virginia’s passion for social justice initiatives makes her a natural fit with the team.

Ruairi Quinn

Certified Financial Planner

Ruairi has 15 years of experience as a financial planner, with us since 2020 and previously with Irish Life. A Certified Financial Planner, he brings experience and expertise when helping his clients to put the most appropriate financial steps in place, to achieve the right outcomes.

Rebecca Scaife

Marketing and Client Services

Rebecca joined us in 2017, having previously enjoyed a varied and sometimes hair-raising career in delivering marketing experiences. Having qualified as a Certified Financial Planner in early 2021, Rebecca collaborates with our financial planners to help clients make their money work for their own individual lifestyles.

Matt Nolan

Client Services Executive

Matt joined us in December 2021, having previously gained valuable customer and management experience in his family’s business. He has a business degree and a 1st class honours MSc in Finance, both from Trinity College Dublin. While studying, Matt still found time to achieve a single figure handicap in golf.

Rebecca Wilson

Client Services Executive

Rebecca joined us from Aviva in 2021. To support her objective of providing excellent customer service to our clients, Rebecca is pursuing a Professional Diploma in Office Admin in UCD. She’s on the same path as some of our clients, building her career and saving for a house.

Gerry Murphy

Chairman

Gerry is a qualified Chartered Accountant, Tax Adviser and a Certified Financial Planner with wide business experience in different sectors. Gerry joined Global Wealth as Chairman in 2015 and oversaw the merger with Ethical Financial and the launch of Everlake. Gerry also serves as a non-Executive Director on several boards.

Our Heritage

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.