Marc Westlake CFP®, TEP, APFS, EFP ,QFA

Marc

Frequent Poster
Messages
1,070
After more than 1,000 posts I've decided not to make any further posts on Askaboutmoney.com

My new business is now up and running and if you would like a second opinion please feel free to get in touch directly quoting this post on AAM.

All the best,

Marc Westlake CFP®, TEP, APFS, EFP ,QFA
CHARTERED, CERTIFIED & EUROPEAN FINANCIAL PLANNER™ professional
AND REGISTERED TRUST & ESTATE PRACTITIONER
Managing Director



Chartered Financial Planners

Web: www.globalwealth.ie

Direct Dial + 353 1 5397245
Mobile 086 043 0627

66 Fitzwilliam Square
Dublin 2

https://twitter.com/WestlakeMarc
https://www.linkedin.com/in/marcwestlake
 

Brendan Burgess

Founder
Messages
38,452
Hi Marc

Sorry to lose you. Your posts were always well informed and provocative.

While we don't allow advertising on askaboutmoney, in recognition of the major contribution you have made, I am happy to leave this post in place.

Brendan
 

Brendan Burgess

Founder
Messages
38,452
Can I ask what market you are targeting? What is your typical customer?

Is it fee only?

Is it people with investable funds in exess of €500k?

I have recommended you in the past to non nationals working in Ireland and Irish people working overseas, as you seem to have a speciality in this.

Brendan
 

Marc

Frequent Poster
Messages
1,070
Thanks Brendan,

We generally work with a small group of Professional service firms in Ireland to help them to solve complex personal financial planning challenges faced by their clients.


I also work with a select group of families and entrepreneurs with a particular emphasis on more complex circumstances such as foreign nationals living in the Republic of Ireland, as you note. We have particular expertise around UK Nationals living in Ireland (because I am one)

As the only Chartered Financial Planning Firm in Ireland, we take a multi-disciplinary approach to financial planning drawing upon our extensive credentials in Investment Management and Tax and Estate Planning.

We only work with a very small number of private clients where we can add substantial value and we only work on a fee basis to ensure complete impartiality and objectivity. We don't have account minimums but it is likely that anyone with more than €100,000 will find benefit from our services either directly or by referral to the other quality professional firms that we work with.

Equally, we are just about to launch a regular saving service which starts at around €120pm so I'd encourage following me on twitter


and or linked in


if you would like to know more about that
 

Sunny

Frequent Poster
Messages
3,587
Best of luck anyway. Always helpful here. I will look you up when I have a spare 100k!.....
 

KOW

Frequent Poster
Messages
309
After more than 1,000 posts I've decided not to make any further posts on Askaboutmoney.com

My new business is now up and running and if you would like a second opinion please feel free to get in touch directly quoting this post on AAM.

All the best,

Marc Westlake CFP®, TEP, APFS, EFP ,QFA
CHARTERED, CERTIFIED & EUROPEAN FINANCIAL PLANNER™ professional
AND REGISTERED TRUST & ESTATE PRACTITIONER
Managing Director



Chartered Financial Planners

Web: www.globalwealth.ie

Direct Dial + 353 1 5397245
Mobile 086 043 0627

66 Fitzwilliam Square
Dublin 2

https://twitter.com/WestlakeMarc
https://www.linkedin.com/in/marcwestlake
Best of luck and many thanks for answering and debating topics.
 

SPC100

Frequent Poster
Messages
399
Sorry to see you go. I sometimes felt folks were a bit too hard on your posts. I appreciated that you brought many useful points of information to the community here. Hope you come back from time to time.
 

Alkers86

Registered User
Messages
58
Shame that you're deciding no longer to contribute, always valued your contributions (even if not agreeing with them).
I'm not on twitter but am interested in the €120 month offering...
 
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