Client Testimonials

“Having to consider all the financial implications of moving country, finding Marc and the team at Everlake was a big relief. After an initial call with Marc, I felt so much more confident about the way forward. He was happy to have three-way meetings with myself and my financial advisor from the UK which really eased the transition. His knowledge, experience and relaxed manner made all the difference. I have no difficulty recommending Marc and the team.”

“We are so grateful to have been introduced to Marc.  He has been so helpful to us.  Marc’s straightforward and practical approach led us to the best outcome, all the time understanding our individual needs.  We feel safe in his hands.”

Marc and the team at Everlake have advised my wife and I on pension, investments, and other personal financial planning matters for over a decade.  We have always found Marc and his team to offer sensible, considered advice and they have always been responsive to our needs.  They take a long-term and sustainable approach to investing and to client relationships which we value highly.  We would be happy to recommend Everlake to other self-employed professionals seeking guidance on financial and investment matters.

“I have worked with Everlake and in particular, Marc and John, for a number of years and would happily recommend their services to anybody. In addition to being very strong technically, Marc and John take a holistic approach in advising their clients and ensure that their advices are always focused on what is best for their clients and their family, rather than purely focusing on what might be the most financially advantageous approach to take. Furthermore, the feedback I have heard from any mutual clients who also work with Everlake is always extremely positive and the clients appear to build a very strong rapport with the Everlake team.”

Your approach works. The personal touch and absolute transparency you guys deliver, as well as the extra value adds that come in floods makes it work so well. It’s a superb model.

As retirement approached, I was unsure how my assets could achieve their full potential. The suggested strategy has much improved my financial condition. I wish we had met earlier.

Marc, thank you for the guidance and counsel over the last 6 months. I particularly valued your deep thinking about the risk/reward trade-offs involved.  A pleasure to deal with.

You focus on me and discuss possibilities with a realistic and balanced view of investment risk & return. You really believe in your stated principles and follow them faithfully.

Marc has helped structure our corporate and personal finances to make them as tax efficient as possible. His advice and recommendations have been truly life changing.

I needed financial and tax guidance on the nuances of being Irish resident while having UK, US and Irish citizens in our family. You have more than fulfilled my expectations.

I have been with Everlake for some 7 years now, and increasingly appreciate the service you offer. Because of Everlake, I can concentrate on what I want to do, and sleep easily.

You exceed all expectations in your quality of service and deliverables. I will always recommend you – trusted, reliable, and honest. This is no ordinary wealth planning company!

As long-standing clients of Everlake, what attracted us was Marc’s defined and understandable investment philosophy that was not doctrinaire but tailored to our individual needs.