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“Your approach works”

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.

Graham – Company Owner

 

“I wish we had met earlier”

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.

Jonathan Hession – Photographer

 

“Expert guidance & deep thinking”

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.

Jeremy – Chief Executive Officer

 

“Long standing clients”

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.

J&C Fahy – Cork

 

“No ordinary wealth planning company”

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!

Simon Wigzell – Business & Private Client

 

“Not enough time to manage our money”

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.

Hospital Consultant

 

“I needed international expertise”

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.

Company Director

 

“Truly life changing advice”

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.

Ross Killen

 

“You follow your principles”

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.

Pat L. – Software Development Consultant (Galway)