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 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.
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.