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Helping you make informed decisions about your most important financial concerns.

Insight

A wealth of ideas to share…

Meet Virginia Towo
Categories Articles 

Born in Zimbabwe, Virginia travelled to Ireland with her two small children 20 years ago, during a dark and gloomy

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Retirement Planning for Gen X, Y & Z
Categories Expert Guides 

Pensions and Retirement Planning are rarely subjects that people relish discussing, especially when they are young or just entering the

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Approaching Retirement Guide
Categories Expert Guides 

We believe that all investors should understand their retirement options well before they actually reach their proposed retirement date. Asset

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What our clients say

“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)
FAQs

Here are just some of the questions we hear most often.

Should I pay off my mortgage or invest my money?

Once you have a sufficient emergency fund in place, we advise paying off mortgage first and only then, consider investing.

Should I consider additional insurance to the benefits provided by my employer?

Additional life cover is advisable if you have dependents.

I have several pensions, should I consolidate them?

Usually yes, but this depends on individual circumstances and the pension structures that you have.

How should I manage my share options scheme in work?

It is generally advisable to sell your share options once the vesting period is over.