Our Team

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 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.

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.

Gerry is a qualified Chartered Accountant, Tax Adviser and a Certified Financial Planner (CFP®) 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.

A Certified Financial Planner™, John also holds a Graduate Diploma in Financial Planning (Hons) from UCD and is a Fellow of the Life Insurance Association (FLIA). Bringing a great level of experience and knowledge to Everlake, John specialises in helping clients build robust financial plans to achieve their goals and objectives in life.

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

Rebecca joined us having previously enjoyed a varied career in delivering marketing experiences. A Certified Financial Planner (CFP®), she collaborates with our advisors to deliver innovative and excellent financial advice to our clients. Rebecca is also responsible for Everlake’s marketing activities and co-ordinates various projects within the business each year.

Chris joined Everlake in the summer of 2023 having just returned from a bucket list travel adventure in South East Asia. Attracted to working at Everlake due to shared values of openness, equality and sustainable practices, he brings fantastic organisational and people skills to the Client Services team. Chris is currently studying to become a Certified Financial Planner (CFP®).

With a Masters in International Finance from University of Galway and over 9 years experience in Financial Services, Daiva has fantastic analytical and technical skills. A Qualified Financial Advisor (QFA) Daiva enjoys working in client facing roles, addressing clients needs and concerns, and assisting our advisors in managing and customising financial plans.

Bukky joined us in 2023, having started her career in Financial Services back in 2020. With a background in Underwriting and Specialist Risk, and a great enthusiasm for customer satisfaction, Bukky is working towards obtaining her QFA qualification.

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.