Marc Westlake is our Managing Director. He specialises in advice for non nationals moving to Ireland, estate planning advice and wealth management.

Marc Westlake

MANAGING DIRECTOR

Probably Ireland’s most qualified financial planner, Marc has achieved gold standard qualifications in Ireland, the UK and at a European level. Additionally, he is a registered Trust & Estate Practitioner. Marc set up Global Wealth in 2008 and provides complex financial planning solutions to a small cohort of our clients.

To book an initial 30 minute call with Marc, please click Schedule Call below.

John worked as a social worker before becoming a Certified Financial Planner. John advises a range of clients from business owners to charities. He has a particular interest in sustainable investing and pension planning.

John McNicholas

DIRECTOR

John headed up Ethical Financial before merging with Global Wealth. Previously, John worked as a social worker before becoming a Financial Advisor. He holds a Masters from the London School of Economics and is a Certified Financial Planner (CFP®) with a particular expertise in ESG investing. John loves sport and played League of Ireland football.

To book an initial 30 minute call with John, please click Schedule Call below.

Our Chief Operating Officer Jacki drives operational excellence across all areas of our business.

Jacki Conway

CHIEF OPERATING OFFICER

Jacki joined us after 15 great years working in Barnardos as HR & Communications Director. Previously she worked in IBM. Having overseen the merger of Ethical Financial and Global Wealth, and the launch of Everlake, Jacki now drives operational excellence across all areas of our business.

Client Account Manager Ray established Ethical Financial in 1997 which merged with Global Wealth in 2020, before becoming Everlake in 2022.

Ray McNicholas

CLIENT ACCOUNT MANAGER

Ray established Ethical Financial in 1997 which merged with Global Wealth in 2020, before becoming Everlake in 2022. Prior to this, he was an army captain who played senior football for Mayo. Ray has a passion for bringing ethical investing and tax efficient investment solutions to his clients.

Our Chairman Gerry Gerry is a qualified Chartered Accountant, Tax Adviser and a Certified Financial Planner with wide business experience across various different sectors.

Gerry Murphy

CHAIRMAN

Gerry is a qualified Chartered Accountant, Tax Adviser and a Certified Financial Planner with wide business experience across various different sectors.

He joined Global Wealth as Chairman in 2015 and oversaw the merger with Ethical Financial and the launch of Everlake. In addition, Gerry also serves as a non-Executive Director on several boards.

Rebecca joined us from Aviva in 2021 and is on the same path as some of our clients, building her career and saving for a house.

Rebecca Wilson

CLIENT SERVICES EXECUTIVE

Rebecca joined us from Aviva in 2021 and is on the same path as some of our clients, building her career and saving for a house. To support her objective of providing excellent customer service to our clients, Rebecca completed a Professional Diploma in Office Admin in UCD in 2022.