Managing your financial affairs can be a confusing and time consuming business, so much so that many of us put off making important decisions about our family finances.
As a business owner and Chief Financial Officer of a successful business, I was used to dealing with competent professional advisers. Following the sale of the business I set about reviewing my own family’s finances and I looked for the best professional advice. I found good legal and tax advice but I struggled to find good investment advice. There is no shortage of financial institutions, intermediaries and stockbrokers offering, often conflicting, advice on the best product to invest in. This advice seldom takes regard of an individual’s tax and legal implications and usually involves substantial commissions payable to the broker. I could not find an advisory practice in the Irish market with the range of expertise and independence that I sought. As a result, I spent considerable time working with my advisers to put together a solution that met my objectives.
On the back of this experience I decided to establish a wealth management business to cater for clients like me. In Marc Westlake I found a seasoned business partner with international experience who shared my passion for client focused wealth management, which avoids the conflicts of interest associated with commission based products. We have put together a small team of professionals who are committed to working with clients and their professional advisers to develop the best long-term strategies individually tailored for their needs.
Our team looks forward to working with you.