Everlake Wealth Management Advisers
@everlake.bsky.social
We aspire to be the trusted wealth advisors to individuals, families, and businesses, guiding them towards financial security and fulfilment of their ambitions.
🎧 New podcast episode
In our latest Everlake podcast, John McNicholas talks to Jennifer McConnell of Living Legacy about advanced planning as an act of care.
Listen here:
👉 buff.ly/mRyW8Ys
If this topic has been sitting on your mental to-do list, this is a good place to start.
In our latest Everlake podcast, John McNicholas talks to Jennifer McConnell of Living Legacy about advanced planning as an act of care.
Listen here:
👉 buff.ly/mRyW8Ys
If this topic has been sitting on your mental to-do list, this is a good place to start.
December 15, 2025 at 12:45 PM
🎧 New podcast episode
In our latest Everlake podcast, John McNicholas talks to Jennifer McConnell of Living Legacy about advanced planning as an act of care.
Listen here:
👉 buff.ly/mRyW8Ys
If this topic has been sitting on your mental to-do list, this is a good place to start.
In our latest Everlake podcast, John McNicholas talks to Jennifer McConnell of Living Legacy about advanced planning as an act of care.
Listen here:
👉 buff.ly/mRyW8Ys
If this topic has been sitting on your mental to-do list, this is a good place to start.
The relationship between a Financial Planner and a client works best when it’s built on shared values and mutual respect.
In our latest article, we look at the habits and values that guide our work at Everlake and help us to build long standing relationships with our clients.
In our latest article, we look at the habits and values that guide our work at Everlake and help us to build long standing relationships with our clients.
Good Habits & Great Advice
You’ve spent this year reading about, and hopefully working on, good financial habits; regular saving, reviewing your plan and keeping your head when markets move. One more habit that really makes a…
buff.ly
November 17, 2025 at 1:50 PM
The relationship between a Financial Planner and a client works best when it’s built on shared values and mutual respect.
In our latest article, we look at the habits and values that guide our work at Everlake and help us to build long standing relationships with our clients.
In our latest article, we look at the habits and values that guide our work at Everlake and help us to build long standing relationships with our clients.
Most investors don’t actually earn what the markets return.
That difference, known as the behaviour gap, is caused by human reactions.
Buying high, selling low and following the noise.
Our latest article looks at what really causes the gap and how to narrow it.
That difference, known as the behaviour gap, is caused by human reactions.
Buying high, selling low and following the noise.
Our latest article looks at what really causes the gap and how to narrow it.
The Investment Performance Gap We Don’t Talk About
As part of our ongoing professional development and learning, we attend various events and training sessions throughout the year. During the last week of September, the Everlake team attended the…
buff.ly
October 24, 2025 at 9:22 AM
Most investors don’t actually earn what the markets return.
That difference, known as the behaviour gap, is caused by human reactions.
Buying high, selling low and following the noise.
Our latest article looks at what really causes the gap and how to narrow it.
That difference, known as the behaviour gap, is caused by human reactions.
Buying high, selling low and following the noise.
Our latest article looks at what really causes the gap and how to narrow it.
Most business owners are brilliant at building companies but struggle with planning their own exit.
The numbers matter, but so does having a clear picture of what comes next.
If you're looking for clarity around retiring from your business, book a call to discuss how we can help buff.ly/UoRbm3D
The numbers matter, but so does having a clear picture of what comes next.
If you're looking for clarity around retiring from your business, book a call to discuss how we can help buff.ly/UoRbm3D
Financial Planning for your Business - John McNicholas
A free financial planning call to discuss long-term strategies and plans for you and your business.
calendly.com
July 31, 2025 at 3:40 PM
Most business owners are brilliant at building companies but struggle with planning their own exit.
The numbers matter, but so does having a clear picture of what comes next.
If you're looking for clarity around retiring from your business, book a call to discuss how we can help buff.ly/UoRbm3D
The numbers matter, but so does having a clear picture of what comes next.
If you're looking for clarity around retiring from your business, book a call to discuss how we can help buff.ly/UoRbm3D
12 financial planning tips we think are genuinely helpful
If you’re the kind of person who keeps meaning to 'sort all that stuff out,' this might be a good place to start.
Read the full article here: buff.ly/r8SIKtc
If you’re the kind of person who keeps meaning to 'sort all that stuff out,' this might be a good place to start.
Read the full article here: buff.ly/r8SIKtc
July 3, 2025 at 12:53 PM
12 financial planning tips we think are genuinely helpful
If you’re the kind of person who keeps meaning to 'sort all that stuff out,' this might be a good place to start.
Read the full article here: buff.ly/r8SIKtc
If you’re the kind of person who keeps meaning to 'sort all that stuff out,' this might be a good place to start.
Read the full article here: buff.ly/r8SIKtc
🎧 New Podcast Episode – Family Partnerships & Lifetime Wealth Planning
In the final episode of this season, we’re joined by Andrea McNamara to talk about a practical and often overlooked option in lifetime wealth planning - family partnerships.
🎙️ Listen to the latest episode here:
buff.ly/72K5x7H
In the final episode of this season, we’re joined by Andrea McNamara to talk about a practical and often overlooked option in lifetime wealth planning - family partnerships.
🎙️ Listen to the latest episode here:
buff.ly/72K5x7H
June 26, 2025 at 2:50 PM
🎧 New Podcast Episode – Family Partnerships & Lifetime Wealth Planning
In the final episode of this season, we’re joined by Andrea McNamara to talk about a practical and often overlooked option in lifetime wealth planning - family partnerships.
🎙️ Listen to the latest episode here:
buff.ly/72K5x7H
In the final episode of this season, we’re joined by Andrea McNamara to talk about a practical and often overlooked option in lifetime wealth planning - family partnerships.
🎙️ Listen to the latest episode here:
buff.ly/72K5x7H
🚫 Going it alone? You could be at risk
There is a shift with real consequences for anyone DIY investing through Revolut, DEGIRO or eToro.
📖 Read our article to understand what’s happening, and what it could mean for your investment strategy:
👉 buff.ly/5WptUBT
There is a shift with real consequences for anyone DIY investing through Revolut, DEGIRO or eToro.
📖 Read our article to understand what’s happening, and what it could mean for your investment strategy:
👉 buff.ly/5WptUBT
June 16, 2025 at 1:07 PM
🚫 Going it alone? You could be at risk
There is a shift with real consequences for anyone DIY investing through Revolut, DEGIRO or eToro.
📖 Read our article to understand what’s happening, and what it could mean for your investment strategy:
👉 buff.ly/5WptUBT
There is a shift with real consequences for anyone DIY investing through Revolut, DEGIRO or eToro.
📖 Read our article to understand what’s happening, and what it could mean for your investment strategy:
👉 buff.ly/5WptUBT
🎙️ New from the Everlake Podcast: Tax Traps & Offshore Fund Rules
Stephanie Wickham serves up a wealth of insights on the offshore fund space and the tax pitfalls that rarely make headlines.
(Marc might even share a mistake he made that Steph fixed for him!)
🔗 Listen now: buff.ly/yhQRI57
Stephanie Wickham serves up a wealth of insights on the offshore fund space and the tax pitfalls that rarely make headlines.
(Marc might even share a mistake he made that Steph fixed for him!)
🔗 Listen now: buff.ly/yhQRI57
June 12, 2025 at 9:26 AM
🎙️ New from the Everlake Podcast: Tax Traps & Offshore Fund Rules
Stephanie Wickham serves up a wealth of insights on the offshore fund space and the tax pitfalls that rarely make headlines.
(Marc might even share a mistake he made that Steph fixed for him!)
🔗 Listen now: buff.ly/yhQRI57
Stephanie Wickham serves up a wealth of insights on the offshore fund space and the tax pitfalls that rarely make headlines.
(Marc might even share a mistake he made that Steph fixed for him!)
🔗 Listen now: buff.ly/yhQRI57
🎙️ New Episode: Navigating Tax Residency & Domicile for Expats in Ireland
This conversation is essential for expats and internationally mobile families aiming to make informed financial decisions in Ireland.
🎧 Listen to the full episode here: buff.ly/aBpuMgL
This conversation is essential for expats and internationally mobile families aiming to make informed financial decisions in Ireland.
🎧 Listen to the full episode here: buff.ly/aBpuMgL
June 4, 2025 at 1:41 PM
🎙️ New Episode: Navigating Tax Residency & Domicile for Expats in Ireland
This conversation is essential for expats and internationally mobile families aiming to make informed financial decisions in Ireland.
🎧 Listen to the full episode here: buff.ly/aBpuMgL
This conversation is essential for expats and internationally mobile families aiming to make informed financial decisions in Ireland.
🎧 Listen to the full episode here: buff.ly/aBpuMgL
💼 Is your business taking full advantage of tax exemptions?
If you’re a company director or business owner in Ireland, there are several tax-efficient strategies that can directly benefit you and your company.
📖 Read the article here: buff.ly/A70tpl1
If you’re a company director or business owner in Ireland, there are several tax-efficient strategies that can directly benefit you and your company.
📖 Read the article here: buff.ly/A70tpl1
May 27, 2025 at 2:51 PM
💼 Is your business taking full advantage of tax exemptions?
If you’re a company director or business owner in Ireland, there are several tax-efficient strategies that can directly benefit you and your company.
📖 Read the article here: buff.ly/A70tpl1
If you’re a company director or business owner in Ireland, there are several tax-efficient strategies that can directly benefit you and your company.
📖 Read the article here: buff.ly/A70tpl1
🎧 New Episode: Navigating Sustainable Investing with Gavin Francis 🌍
Are your investments truly making a positive impact, or are they just riding the green wave?
🎙️ Listen to the full episode here: buff.ly/0m00POt
#SustainableInvesting #ImpactInvesting #ESG #FinancialPlanning #EverlakePodcast
Are your investments truly making a positive impact, or are they just riding the green wave?
🎙️ Listen to the full episode here: buff.ly/0m00POt
#SustainableInvesting #ImpactInvesting #ESG #FinancialPlanning #EverlakePodcast
May 15, 2025 at 4:11 PM
🎧 New Episode: Navigating Sustainable Investing with Gavin Francis 🌍
Are your investments truly making a positive impact, or are they just riding the green wave?
🎙️ Listen to the full episode here: buff.ly/0m00POt
#SustainableInvesting #ImpactInvesting #ESG #FinancialPlanning #EverlakePodcast
Are your investments truly making a positive impact, or are they just riding the green wave?
🎙️ Listen to the full episode here: buff.ly/0m00POt
#SustainableInvesting #ImpactInvesting #ESG #FinancialPlanning #EverlakePodcast
Many business owners pay themselves in a way that triggers higher tax and lower long-term security.
We help business owners restructure their remuneration strategies for improved efficiency, protection and peace of mind.
👉 Want a quick review of your setup? DM us or book a call buff.ly/9GQGQk0
We help business owners restructure their remuneration strategies for improved efficiency, protection and peace of mind.
👉 Want a quick review of your setup? DM us or book a call buff.ly/9GQGQk0
May 13, 2025 at 12:04 PM
Many business owners pay themselves in a way that triggers higher tax and lower long-term security.
We help business owners restructure their remuneration strategies for improved efficiency, protection and peace of mind.
👉 Want a quick review of your setup? DM us or book a call buff.ly/9GQGQk0
We help business owners restructure their remuneration strategies for improved efficiency, protection and peace of mind.
👉 Want a quick review of your setup? DM us or book a call buff.ly/9GQGQk0
🎙️ Episode Nine of the Everlake Podcast - Why You Need the Experts for your Investments
In this episode John speaks to Philip Wellington CFA from PortfolioMetrix about:
📒 Responsibilities of a Portfolio Manager
💶 Asset Allocation
📈 Diversification & Risk Management
🎧 Listen here: buff.ly/40TWU5k
In this episode John speaks to Philip Wellington CFA from PortfolioMetrix about:
📒 Responsibilities of a Portfolio Manager
💶 Asset Allocation
📈 Diversification & Risk Management
🎧 Listen here: buff.ly/40TWU5k
May 13, 2025 at 11:58 AM
🎙️ Episode Nine of the Everlake Podcast - Why You Need the Experts for your Investments
In this episode John speaks to Philip Wellington CFA from PortfolioMetrix about:
📒 Responsibilities of a Portfolio Manager
💶 Asset Allocation
📈 Diversification & Risk Management
🎧 Listen here: buff.ly/40TWU5k
In this episode John speaks to Philip Wellington CFA from PortfolioMetrix about:
📒 Responsibilities of a Portfolio Manager
💶 Asset Allocation
📈 Diversification & Risk Management
🎧 Listen here: buff.ly/40TWU5k
🎙️ Episode Twelve of the Everlake Podcast - Practical Strategies for Managing Financial Risk in 2025
⚡ Financial Risk Management
📈 Investment Strategies for Retirement
❓ Personal Rate of Inflation
🗒️ Individual Financial Circumstances
🎧 Listen here: everlake.ie/captivate-po...
⚡ Financial Risk Management
📈 Investment Strategies for Retirement
❓ Personal Rate of Inflation
🗒️ Individual Financial Circumstances
🎧 Listen here: everlake.ie/captivate-po...
March 20, 2025 at 2:56 PM
🎙️ Episode Twelve of the Everlake Podcast - Practical Strategies for Managing Financial Risk in 2025
⚡ Financial Risk Management
📈 Investment Strategies for Retirement
❓ Personal Rate of Inflation
🗒️ Individual Financial Circumstances
🎧 Listen here: everlake.ie/captivate-po...
⚡ Financial Risk Management
📈 Investment Strategies for Retirement
❓ Personal Rate of Inflation
🗒️ Individual Financial Circumstances
🎧 Listen here: everlake.ie/captivate-po...
How prepared are you for the inevitable?
Our ‘dying tidily’ checklist is a comprehensive run-through of considerations and information that you should leave for after you’ve passed away.
Download checklist: issuu.com/everlakeirel...
Our ‘dying tidily’ checklist is a comprehensive run-through of considerations and information that you should leave for after you’ve passed away.
Download checklist: issuu.com/everlakeirel...
March 12, 2025 at 1:27 PM
How prepared are you for the inevitable?
Our ‘dying tidily’ checklist is a comprehensive run-through of considerations and information that you should leave for after you’ve passed away.
Download checklist: issuu.com/everlakeirel...
Our ‘dying tidily’ checklist is a comprehensive run-through of considerations and information that you should leave for after you’ve passed away.
Download checklist: issuu.com/everlakeirel...
It's International Women's Day tomorrow and we see that women still face significant challenges in the areas of financial confidence and equality.
In our latest article we discuss some important financial considerations for women buff.ly/Azf43aw
In our latest article we discuss some important financial considerations for women buff.ly/Azf43aw
March 7, 2025 at 7:34 AM
It's International Women's Day tomorrow and we see that women still face significant challenges in the areas of financial confidence and equality.
In our latest article we discuss some important financial considerations for women buff.ly/Azf43aw
In our latest article we discuss some important financial considerations for women buff.ly/Azf43aw
🎙️ Episode 11 of the Everlake Podcast - The Power of Estate Planning
In this episode, Marc Westlake sits down with Andrea McNamara, Director of Private Client Law at EY Law Ireland, to explore the crucial role of estate planning for individuals and business owners.
🎧 Listen here: buff.ly/bQiNBHI
In this episode, Marc Westlake sits down with Andrea McNamara, Director of Private Client Law at EY Law Ireland, to explore the crucial role of estate planning for individuals and business owners.
🎧 Listen here: buff.ly/bQiNBHI
March 6, 2025 at 5:00 PM
🎙️ Episode 11 of the Everlake Podcast - The Power of Estate Planning
In this episode, Marc Westlake sits down with Andrea McNamara, Director of Private Client Law at EY Law Ireland, to explore the crucial role of estate planning for individuals and business owners.
🎧 Listen here: buff.ly/bQiNBHI
In this episode, Marc Westlake sits down with Andrea McNamara, Director of Private Client Law at EY Law Ireland, to explore the crucial role of estate planning for individuals and business owners.
🎧 Listen here: buff.ly/bQiNBHI
🎙️ Episode Ten of the Everlake Podcast - Getting Perspective on your Financial Risk
In this episode of the Everlake podcast, hosts John McNicholas and Marc Westlake discuss the complexities of understanding and managing risk in financial planning.
🎧 Listen here: https://buff.ly/3X8niHn
In this episode of the Everlake podcast, hosts John McNicholas and Marc Westlake discuss the complexities of understanding and managing risk in financial planning.
🎧 Listen here: https://buff.ly/3X8niHn
February 18, 2025 at 1:10 PM
🎙️ Episode Ten of the Everlake Podcast - Getting Perspective on your Financial Risk
In this episode of the Everlake podcast, hosts John McNicholas and Marc Westlake discuss the complexities of understanding and managing risk in financial planning.
🎧 Listen here: https://buff.ly/3X8niHn
In this episode of the Everlake podcast, hosts John McNicholas and Marc Westlake discuss the complexities of understanding and managing risk in financial planning.
🎧 Listen here: https://buff.ly/3X8niHn
🎙️ Episode Nine of the Everlake Podcast - Why You Need the Experts for your Investments
In this episode John speaks to Philip Wellington CFA from PortfolioMetrix about:
💶 Asset Allocation
📈 Diversification & Risk Management
🎧 Listen here: https://buff.ly/40TWU5k
In this episode John speaks to Philip Wellington CFA from PortfolioMetrix about:
💶 Asset Allocation
📈 Diversification & Risk Management
🎧 Listen here: https://buff.ly/40TWU5k
February 6, 2025 at 4:03 PM
🎙️ Episode Nine of the Everlake Podcast - Why You Need the Experts for your Investments
In this episode John speaks to Philip Wellington CFA from PortfolioMetrix about:
💶 Asset Allocation
📈 Diversification & Risk Management
🎧 Listen here: https://buff.ly/40TWU5k
In this episode John speaks to Philip Wellington CFA from PortfolioMetrix about:
💶 Asset Allocation
📈 Diversification & Risk Management
🎧 Listen here: https://buff.ly/40TWU5k
🎙️ Episode Eight of the Everlake Podcast - Your Wealth Management Advice for 2025
Your exclusive financial consultation for 2025.
🎧 Listen: https://buff.ly/3V735AE
🎥 Watch on YouTube: https://buff.ly/4jbiXMV
Your exclusive financial consultation for 2025.
🎧 Listen: https://buff.ly/3V735AE
🎥 Watch on YouTube: https://buff.ly/4jbiXMV
January 14, 2025 at 9:31 AM
🎙️ Episode Eight of the Everlake Podcast - Your Wealth Management Advice for 2025
Your exclusive financial consultation for 2025.
🎧 Listen: https://buff.ly/3V735AE
🎥 Watch on YouTube: https://buff.ly/4jbiXMV
Your exclusive financial consultation for 2025.
🎧 Listen: https://buff.ly/3V735AE
🎥 Watch on YouTube: https://buff.ly/4jbiXMV