Understand the different types of SRI and what one fits best for you
Discover our available portfolios and how they rank against our competitors
What you need to consider before putting your money into socially responsible investments.
FInd out if SRI is right for you depending on your appetite for risk vs. return.
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.
Managing Director of Global Wealth Chartered Financial Planners.