Our Philosophy

At Everlake we build strong, long-term relationships with a core group of clients.

We believe that the wider a financial planner’s client base, the more difficult it becomes to carry out the appropriate client care and due diligence. We know the areas we specialise in, and we remain focused on these. Trying to work with everyone, ultimately ends up being helpful to no one.

The Everlake team of financial advisors is dedicated to achieving excellent outcomes for our clients. We operate at the frontier of innovation and embody a willingness to challenge the status-quo at every turn. Our high ethical standards apply to every aspect of our relationship with you, and through our culture of continuous learning. Each member of our team is highly qualified and capable of delivering world class financial planning solutions to you.

In addition to this, while we do not aim to be all things to all people, we also offer the following:

• Freely available expert guides on various financial planning subjects on our website.
• Updates, opinions, and analysis on financial topics across social & traditional media.
• Everlake team members sit on various boards in a voluntary capacity.

Our Vision

We aspire to be the trusted wealth advisors to individuals, families, and businesses, guiding them towards financial security and fulfilment of their ambitions. Operating in an ethical and sustainable manner, and putting the interest of our clients first, our objective is to develop the future of financial planning in Ireland, setting the benchmark for integrity, innovation, and expertise.

Our Values

Our core values that guide our work at Everlake:

Respect – our team is dedicated to achieving excellent outcomes for our clients. We work in the best interest of the client, always putting them at the centre of what we do.

Integrity – our high ethical standards apply to every aspect of our relationship with you.

Fairness – we don’t just take the highest commission available to us. We believe in a fair fee for our time and expertise, and provide upfront, transparent fee information to clients.

Sustainable – a focus on our collective futures, both in managing your finances, and in looking after our environment and society as a whole.

Open Communication – we always aim to be transparent, inclusive, timely and straight in our communication. We encourage and welcome feedback.

Expertise & Learning – our culture of continuous learning means that we spend significant time each year researching, studying, and increasing our knowledge to deliver world class financial planning solutions to you.

Thoughtful – we operate at the frontier of innovation and embody a willingness to challenge the status-quo at every turn. We employ innovation and tech to enhance our services and add value to our clients.

Our Heritage

Global Wealth

Global Wealth traces its history to 2008 when founder, Marc Westlake, moved to Ireland and developed a fee based financial planning business in Dublin.

On arrival to a country in severe recession, Marc also saw that the financial planning landscape was very different to his native UK.

With no Irish roots, and lacking the school, rugby, and GAA connections of his Irish peers, Marc knew that he couldn’t just be average. In order to gain the trust of new clients, he would have to work twice as hard to demonstrate his expertise.

Marc has worked as an Independent Financial Planning Consultant since 1994 and is a specialist in portfolio management, pensions, tax, and estate planning. As an ex-pat himself, he is particularly well placed to advise non-domiciled individuals on their financial matters.

Throughout his career, Marc has led from the front and always challenged the status quo, often watching what other advisors are doing and deliberately doing the opposite.

Ethical Financial

Ethical Financial was established in 1997 by Ray McNicholas with the aim of supporting individuals, families, business owners, and charities, to achieve their financial goals.

Ray’s son John McNicholas joined the business in the mid-2010s. Ray and John had a particular ethical focus – both from a business and, long before others, from an environmental perspective.

Once John joined the small family business, it grew considerably, as he added his specialist knowledge. John holds a Masters from the London School of Economics and is a Certified Financial Planner (CFP®) with a particular expertise in ESG investing.

Becoming Everlake

With a shared philosophy, shared principles, and shared values, in 2020 Ethical Financial and Global Wealth merged.

In Spring 2022 the company rebranded as Everlake and moved to an office in Dun Laoghaire, Co Dublin. Our team has grown as we add people with carefully to ensure a good fit with our values and client centred philosophy.

With deep rooted Irish connections, a distinctive international perspective, and a focus on what the client needs and wants for themselves and their family, Everlake is unique in the financial planning market in Ireland.

Our Mission

We operate a financial planning business that works with a core group of clients to provide transparent, honest, sustainable, and holistic financial advice that aligns with our client’s goals. We aim to simplify the intricacies of financial planning and investing, enabling our clients to make informed decisions about their wealth. We uphold a culture of continuous learning and challenging the status quo, ensuring our clients receive the highest standard of service and outcomes.