+353 (0)1 539 7246 |  info@globalwealth.ie

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Our Guide to Socially Responsible and Ethical Investing

GUIDE

Download the guide


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What is Socially Responsible Investing?

Understand the different types of SRI and what one fits best for you

Our Portfolio Choices

Discover our available portfolios and how they rank against our competitors

What type of investor are you?

What you need to consider before putting your money into socially responsible investments.

Is SRI right for you?

FInd out if SRI is right for you depending on your  appetite for risk vs. return.

About the author


Marc has worked as an Independent Financial Planning Consultant since 1994 a specialist in Portfolio Management, Pensions and Tax and Estate Planning, he moved to Ireland from the UK in January 2008.

He is a Chartered Financial Planner and a member of the Chartered Insurance Institute and Personal Finance Society in the UK having been awarded the Advanced Diploma in Financial Planning, as well as a member of the Life Insurance Association in Ireland holding the QFA diploma.

Marc is also a registered Trust & Estate Practitioner and member of the prestigious Society of Trust and Estate Practitioners and works closely with Estate Planning Lawyers in Ireland to assist clients in managing their wealth transfer to the next generation.

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Marc Westlake
Managing Director of Global Wealth Chartered Financial Planners. 

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