Case Studies

The Background Madeline has been a client of Everlake for almost two decades. She turned 65 last year and decided...

Background Ultan and Margaret are long-term existing clients of Everlake. They are both in their forties and are married. They...

Joe and Cathy are a working couple with two children, who need good quality, objective planning advice to establish their...

David and Jean are in their mid 40s, living in south Dublin. They wished to carefully consider a range of...

Sean and Philip are in their mid-50s, they approached Everlake to avail of our wealth planning expertise, for advice on...

It’s said that “cobblers children are the least well shod“. So, not wanting to end up with no shoes, and...