We provide expert advice to clients in a simple and straightforward manner.
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 you values, lifestyle goals and aspirations. Together we create a financial plan which evolves with you over time.
We don’t believe that people generally have financial goals, but instead they have lifestyle goals that have financial implications.
Planning for Retirement
We believe that retirement is one of the ‘big rocks’ in your life, like getting married or having children. Retirement is a life changing event that requires a professional assessment of the life you want to live in your later years, and a clear strategy to achieve your objectives.
Planning for Life’s Milestones
At Everlake, we help you plan and prepare financially for every major change in your life, whether that’s your family circumstances or your career. We endeavour to help you to retain and grow your wealth, while reducing tax payable at each of life’s milestones.
Tax Planning
At each stage of your financial plan, we pay close attention to ensure that all aspects of the plan work together and every opportunity is explored to minimise your tax burden. This is a key element of our financial planning service.
Insight
A wealth of ideas to share…
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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Jacki joined Everlake as Chief Operating Officer in April 2021. After 19 years in a variety of roles with IBM,…
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The Background Madeline has been a client of Everlake for almost two decades. She turned 65 last year and decided…
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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.
