Certified Financial Planner, Independent Financial Advisor


Tel 00353860430627
Chartered and Certified Financial Planner and Registered Trust and Estate Practitioner. 22 years experience

I assist a select group of Irish residents to make smart decisions with their money.
My specialist niche is helping Foreign Nationals living in Ireland

Work History

Financial planning consultant

FTSE 100 Bank

November 1992 - March 2002



Investment and Capital Markets at Dublin Business School

Qualifications & Certifications

BA Hons Economics and Politics

Pennsylvania State University

Qualified Financial Adviser QFA

Life Insurance association

Graduate Diploma in Financial Planning

Institute of Bankers/ UCD

Registered Trust and Estate Practitioner TEP

Society of Trust and Estate Practitioners

Certified Financial Planner Professional CFP

Financial Planning Standards Board

Chartered Financial Planner APFS

Chartered Insurance Institute

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Marc Westlake provides the following services:

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