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Artwork for Everlake: Insightful Wealth Management Advice

Everlake: Insightful Wealth Management Advice

Marc Westlake & John McNicholas (Everlake.ie)

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

PublishesTwice monthlyEpisodes20Foundeda year ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Everlake: Insightful Wealth Management Advice

Latest Episodes

How can you support your children financially, on your terms, while optimising for tax and retaining control?

In this episode, Marc Westlake is joined by Andrea McNamara, Director of Private Client Law at EY Law Ireland, to unpack the often-overlook... more

In this follow-up to their in-depth conversation, Marc Westlake is joined once again by Irish tax expert and host of Taxbytes for Expats, Stephanie Wickham for Part 2 of their conversation. Together, they chat about more of the complex and often misu... more

YouTube

Returning to Ireland or moving here for the first time? The tax implications can be complex but with the right guidance, they don’t have to be overwhelming. In this two-part conversation, Marc Westlake sits down with chartered accountant and Expat Ta... more

YouTube

In this episode, John McNicholas sits down with Gavin Francis, founder of Worthstone and a leading advocate for sustainable and impact investing in the UK. Together, they discuss what it really means to invest sustainably, the aspects of funds that a... more

YouTube

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#84
Ireland/Business

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