Search

 
Creating Everlake

Creating Everlake

Categories Articles 

Managing your financial affairs can be a confusing and time consuming business, so much so that many of us put off making important decisions about our family finances.

As a business owner and Chief Financial Officer of a successful business, I was used to dealing with competent professional advisers. Following the sale of the business I set about reviewing my own family’s finances and I looked for the best professional advice.

I found good legal and tax advice but I struggled to find good investment advice. There is no shortage of financial institutions, intermediaries and stockbrokers offering, often conflicting, advice on investing.

The investment advice seldom takes regard of an individual’s tax and legal implications and usually involves substantial commissions payable to the broker. I could not find an advisory practice in the Irish market with the range of expertise and independence that I sought. As a result, I spent considerable time working with my advisors to put together a solution that met my objectives.

On the back of this experience I decided to establish a Financial Planning business to cater for clients like me. In Marc Westlake I found a seasoned business partner, with international experience. He shares my passion for client focused wealth management which avoids the conflicts of interest associated with commission based products. We have put together a small team of professionals who are committed to working with clients and their professional advisors to develop the best long-term strategies individually tailored for their needs.

Our team looks forward to working with you.

Gerry Murphy – Chairman

More Insight

If you enjoyed that, you might also be interested in...

Meet Virginia Towo
Categories Articles 

Born in Zimbabwe, Virginia travelled to Ireland with her two small children 20 years ago, during a dark and gloomy...

Read more
Retirement Planning for Gen X, Y & Z
Categories Expert Guides 

Pensions and Retirement Planning are rarely subjects that people relish discussing, especially when they are young or just entering the...

Read more
Approaching Retirement Guide
Categories Expert Guides 

We believe that all investors should understand their retirement options well before they actually reach their proposed retirement date. Asset...

Read more