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.

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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....

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...

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...