Financial plans are as individual as each person we meet. Read some of the financial plans we’ve tailored to the needs of different types of clients.
Investing Your Retirement Fund in a Sustainable Home
The Background Madeline has been a client of Everlake for almost two decades. She turned 65 last year and decided to retire from her job as CEO of a sustainably focussed SME. Having retired a...
A Long-Term Financial Plan, including Sustainable Investing
Background Ultan and Margaret are long-term existing clients of Everlake. They are both in their forties and are married. They live in rural Ireland with their two financially dependent children and are farmers by profession....
A Financial Plan for Couple Joe & Cathy, Both with High Incomes
Joe and Cathy are a working couple with two children, who need good quality, objective planning advice to establish their priorities and make the best use of their financial resources, with particular focus on pension...
An Investment Plan for High Earning Couple, David & Jean
David and Jean are in their mid 40s, living in south Dublin. They wished to carefully consider a range of investment options to preserve their lifestyle into retirement years, along with implementing a tax efficient...
Clients Seeking an International Lifestyle Plan, Sean & Philip
Sean and Philip are in their mid-50s, they approached Everlake to avail of our wealth planning expertise, for advice on Philip’s non-domiciled status and his UK pension. The couple had several estate planning queries, including...
UK to Ireland Pension Transfers
It’s said that “cobblers children are the least well shod“. So, not wanting to end up with no shoes, and since I’m a Chartered Financial Planner, I decided to give myself an early birthday present...
