We help you identify your objectives in life and develop a plan to achieve them.
Everlake provides comprehensive advice that integrates investments, retirement planning, tax and estate planning, and risk management solutions into a holistic financial plan, specific to you and your goals.
Financial Planning
At Everlake, we specialise in helping you to visualise how you would like to live your life in the years ahead, and we then create a financial plan to help you achieve these goals.
We are passionate about always doing the right thing for you and your finances. We take time to listen to you to understand your values, lifestyle goals and aspirations. Together we create a financial plan which evolves with you over time.
Wealth Planning
Our Wealth Planning process is designed to combine your money, your values and your personal goals into one cohesive plan. Everlake offers an expert level of bespoke advice that will help you to achieve your objectives in an ever changing legal, tax and regulatory environment. Our tailored services are designed to help you make the best use of your money and your time.
Insight
A wealth of ideas to share…
All of our latest news and insights at a glance. Subscribe to our newsletter for regular updates directly into your inbox.
We’ll all be going electric when it comes to driving soon… With the announcement in February this year that the…
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At Everlake we believe investment returns are explained by the following investment decisions: asset allocation, diversification, and investment approach. 1. …
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Sustainable investment funds employ three key strategies that are inter-related and underpin our sustainable investment philosophy at Everlake. In its…
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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.
What qualifications do your advisors hold?
Everlake advisors hold the world renowned Certified Financial Planner® professional designation. Our office staff hold the Qualified Financial Advisor (QFA) designation or are studying towards it.
What other expertise do you have?
We have several decades of combined financial planning experience across our team. Other team members come from a broad range of backgrounds, including social work and other business industries, which helps us understand our clients’ needs and how best to put solid financial plans in place to meet your goals.
What continuous professional development (CPD) do you undertake?
Along with the annual CPD required to maintain our existing qualifications, we are also advocates of continued education. Our team regularly pursue further education across various financial and business subjects.
How do you remain progressive?
We are a forward-thinking company, always challenging the status quo and striving to improve. Our Advisory Standards Group consistently and systematically reviews our investment options, processes, and advice. We are committed to staying ahead in an ever changing legal, tax and regulatory environment.
