Main Services
At Everlake we build strong, long-term relationships with a core group of high net worth clients.
We know the areas we specialise in, wealth management, estate planning, retirement planning and financial planning for businesses, and we remain focused on these.
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 our 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 in Ireland, setting the benchmark for integrity, innovation, and expertise.
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.