Investment Planning
Investment Risk & Reward Profiling
When it comes to investment risk and reward and the ever-popular use of both single and multi-asset risk rated funds, proper strategic portfolio construction and
20/06/2025
Trusted Financial Advice
One Quote Financial Brokers are trusted Financial Advisors based in Malahide, Co. Dublin. We provide clear, tailored, and impartial financial advice that delivers real value — from tax-efficient wealth strategies and insightful investment advice to substantial cost savings and digital convenience.
Our focus is your on long-term financial wellbeing, not just policy transactions, giving you confidence, clarity, and peace of mind at every stage of your financial journey.
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about wealth management, a pension, post retirement options, investments or life insurance options, or find out more about us and our client centric approach.
Tax efficient estate planning, investment and business protection strategies, for private clients, including retirees and business owners.
Tailored estate planning & investment growth strategies, with a proven approach designed to enhance returns and reduce risks.
Pension planning, ARF and retirement annuity solutions. Benefit from our huge fund choice, lower costs, and expert, personalised advice.
Bespoke private pension planning, annuity and ARF solutions. Benefit from our extensive fund manager range and low management costs.
Lump sum, personal and corporate investments, structured around your personal risk appetite and investment horizon.
Structured deposits and strategic fund based portfolios, based on personal risk tolerance and investment time horizon.
Mortgage, family and personal protection solutions. Get free and instant online quotations, with full market comparison.
Personal, family, and business protection insurance. Get free and instant online quotations, with full market comparison.
Solution Partners
We partner all leading asset managers and life insurers.
Holistic Financial Planning
Our approach begins by listening closely to your individual needs. From there, we can address your immediate priorities while also considering a more holistic, long-term financial plan. Because we’re not tied to any provider, our advice is impartial and based on a full and fair analysis of the best options available to you.
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By understanding your position, we develop comprehensive plans, to deliver best value client outcomes.
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Our solutions are personally tailored to your needs, and accomplished based on your financial priorities.
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Application is kept simple, through the use of the latest advanced technologies and digital signature sign-off.
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We monitor and adjust to your changing needs, as well as to economic conditions, with regular client reviews.
Bespoke Porffolios
With superior value and asset choice at the forefront, we create individually tailored investment bond portfolios, to put cash lump sums to work, albethey bank deposits, an inheritance, a retirement lump, or even a windfall.
All such investment recommendations, are based on your personal risk/reward profile and investment time horizon.
Our expert investment advice, builds long-term value, through broad diversification and dynamic asset allocation.
Robust Solutions
We work with all leading market providers, to offer individual, regular contribution pension savings plans to the self-employed and to company directors, including professional contractors.
We also offer Group Master Trust Schemes to employers and their staff, and advise individuals during employment exit and well as at the time of redundancy or come retirement.
Benefit from our highly competitive charging structures, pension and strategic investment expertise.
Client Centric
Our clients, like you, are discerning individuals who make well-informed wealth management and financial planning decisions with the support of our expert advice.
We work with self-employed professionals, company owners, retirees, foundations, and charities, providing guidance focusing on growing, maintaining, and protecting wealth through integrated strategies including pension planning, investment management, estate planning, and tax optimisation.
Acumen & insight
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