Pension Planning
Executive Pension V PRSA Alternative
Executive Pension V Executive PRSA – If you’re a company owner/director, or senior executive, and your company is now seeking to pay pension contributions on
15/11/2024
Lasting Relationships
Dublin based financial brokers, offering cost-saving online financial protection, holistic financial planning, and private client wealth management, since 2008.
Granting access to 26 world leading asset managers, and all major life insurers, we deliver unbeatable life insurance premiums, together with the most competitive and flexible investment, pension and retirement solutions.
Estate planning, investment management, and asset protection strategies.
Tailored estate planning & investment growth strategies, with a proven approach designed to enhance returns and reduce risks.
Bespoke private pension plans, leading retirement annuity, and ARF portfolios.
Bespoke private pension planning, annuity and ARF solutions. Benefit from our extensive fund manager range and low management costs.
Tailored lump sum investment solutions, for stronger risk managed returns.
Structured deposits and strategic fund based portfolios, based on personal risk tolerance and investment time horizon.
Protection from the financial impact of an accident, serious Illness, or demise.
Personal, family, and business protection insurance. Get free and instant online quotations, with full market comparison.
Extensive Reach
We partner all the leading life insurers, and asset managers operating within in Ireland.
Financial advice
Financial planning involves a detailed evaluation of your current financial situation and expectations for the future. We can help you formulate a financial plan, by identifying both your short and long-term life goals, before putting in place an effective, personalised financial strategy.
01.
By understanding your position, we develop comprehensive plans, to deliver best value client outcomes.
02.
Our solutions are personally tailored to your needs, and accomplished based on your financial priorities.
03.
Application is kept simple, through the use of the latest advanced technologies and digital signature sign-off.
04.
We monitor and adjust to your changing needs, as well as to economic conditions, with regular client reviews.
Bespoke Solutions
With superior value and choice at the forefront, we create individually tailored investment portfolios, for private pensions, retirement lump sums, as well as private and corporate deposits.
Our expert investment advice, builds long-term value, through broad diversification, dynamic asset allocation and highly tax-efficient strategies.
ONLINE CONVENIENCE
Our swift protection solutions make arranging the most comprehensive and best value life insurance plans, completely hassle-free!
Benefit from full market comparison, via our free quotation engine, with personalised advice, fast reflective underwriting, and digital policy document delivery.
integrity & vALUE
Our clients are discerning just like you, taking the time to make their own well-informed financial planning decisions, with the help of our expert advice.
They range from private families, to the self-employed, professional contractors and company owners, as well as including, charities, lump sum investors and upcoming retirees, ready to draw down their retirement benefits.
Acumen & insight
Select your advice category and start discovering ways to a more successful financial future.
testimonials
Our financial advisory client feedback through reviews.
Get in touch
Schedule your free consultation now!
news & posts
Benefit from our latest financial advisory articles.
Executive Pension V Executive PRSA – If you’re a company owner/director, or senior executive, and your company is now seeking to pay pension contributions on
It’s typically not until Irish company directors reach their early 50’s, that they seriously start thinking about their actual intended retirement age. But, its important
Executive Pension V Executive PRSA – If you’re a company owner/director, or senior executive, and your company is now seeking to pay pension contributions on
It’s typically not until Irish company directors reach their early 50’s, that they seriously start thinking about their actual intended retirement age. But, its important
A new client recently approached us to discuss his existing Executive Pension Plan (EPP). Taken out through another broker some 10 years previous, he was
OneQuote Financial Brokers,
11 James’s Terrace, Malahide,
Co. Dublin, K36 CV08
One Quote Financial Brokers is regulated by the Central Bank of Ireland no: 459006.
©2023 All Rights Reserved.
Web Design by Juvo.