John headed up the family business, Ethical Financial, originally established by his father Ray in 1997. In 2020 Ethical Financial merged with Global Wealth, before rebranding in 2022 to become Everlake. He’s been advising business owners and families since 2014, identifying solutions to help them maximise their personal financial situations and plan for their future.
With probably the most varied career of all the Everlake team, John was educated in Gonzaga College, before completing a primary degree in Social Work at Trinity College, Dublin. At the same time, he also found time to play League of Ireland football for Athlone Town.
After completing his degree, John began his working life as a children’s social worker for the HSE. His career in social work continued when he moved to the UK, where he also completed a Masters in the London School of Economics in 2010.
Having moved back to Ireland, initially to work with the ISPCC, John joined Ethical Financial. This was a match made in heaven – John’s deep interest in building a better society was matched with Ethical Financial’s leadership position in Ireland in the emerging sustainable investing space. Never one for the easy life, he went back to college again and qualified as a Certified Financial Planner.
Today John delivers bespoke and innovative planning solutions to our clients, bringing particular expertise in ethical investing strategies. At Everlake we take our responsibilities under the EU Sustainable Finance Directive very seriously. John is particularly proud of the work completed with our investment partners PortfolioMetrix to develop cutting-edge, Paris Aligned sustainable investing portfolios which are tax optimised for Irish investors.
John brings investment expertise across the full spectrum of investment solutions to our clients today. When working with him, you can anticipate receiving expert financial planning advice, intelligent insights, personalised solutions to meet your specific needs and a holistic perspective in relation to your finances.
Life is certainly not just about work for John. He has a really keen interest in sport, but this is taking a bit of a backseat at the moment as his spare time is spent running around with his young family who are keeping him fit and full of joy!
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