"I know you both know this but sometimes it’s important to hear it from a client: your approach works. The personal touch and absolute transparency you guys deliver, not to mention the extra value ads that come in floods is what makes it work so well. You should stick to your guns and continue this approach. It’s a superb model.
This Davy’s scandal and all these financial wrongdoings and the discourse around it will move the type of people you want to do business with in your direction. The competition can’t compete. Their service offerings are very weak in comparison. Keep it up!!"
Graham. Company Owner
“As retirement approached I was unsure of how my assets could achieve their full potential. Marc Westlake analysed my savings and pension situation and suggested a strategy that has very much improved my financial condition for the future.
I wish that I had met Marc a few years earlier...”
Jonathan Hession, Photographer.
Thank you so much for the guidance and counsel over the last 6 months.
You are knowledgeable, thoughtful and client-focused. In particular, I valued your deep thinking about the various risk/reward trade-offs involved in the investment case. In simple terms, a pleasure to deal with.
We are clients of Global Wealth of relatively long standing. What attracted us to Global Wealth was that Marc had a defined and understandable (to us) investment philosophy that was not doctrinaire but was rather tailored to our individual needs. We jointly developed a robust plan which Global Wealth implemented (and continues to monitor and adjust as required) that supported our stated aim of early retirement. We look forward to continuing to work with Marc in the future. J&C Fahy, Cork
"Global Wealth is our most trusted partner when it comes to wealth management as well as their advisory services which are tailored to meet our specific needs and exceed all expectations in their quality of service and deliverables.
I will always recommend Marc and his team - trusted, reliable and honest - this is no ordinary wealth management company!
Business and Private Client"
I have been with Global Wealth for some 7 years now, and increasingly appreciate the service they offer. Many medical professionals like myself have little time to manage our money – and many do it badly even when they have the time. Global Wealth have taken the time to learn about my approach to, and comfort level with, risk in order to provide specialist advice and referrals as our circumstances have grown and changed. We discuss options as national and international events unfold. This means that I can concentrate on what I want to do, and sleep easily. As in any other sphere of activity, I’m glad I chose people whom are expert in their field.
I sought out Marc Westlake and Global Wealth as I needed financial and tax guidance from someone who understood the nuances associated with being Irish resident but having UK, US and Irish citizens in our family. Global Wealth has more than fulfilled my expectations. Marc has helped our family build a highly-tax optimised financial plan that has given us great confidence for the future, and he and his trusty group of colleagues and associates have become trusted advisors for us on all financial matters.