Optimized Financial Well-being

Optimizing your financial well-being, with premier, strategic and highly cost-effective financial solutions.

Lasting Relationships

Personalised Financial Advice

Dublin based financial advisors, offering cost-saving online financial protection, holistic financial planning, and private client wealth management, since 2008.

We compare the market offering access to 26 world leading asset managers, and all major life insurers, for unbeatable protection premiums and the most competitive investment charges, for savings, investment and pension solutions.

Wealth
Management

Estate planning, investment management and asset protection strategies.

Wealth
Management

Tailored estate planning & investment growth strategies, with a proven approach designed to enhance returns and reduce risks.

Retirement
Planning

Bespoke private pension plans, retirement annuity, and bespoke ARF solutions.

Retirement
Planning

Bespoke private pension planning, annuity and ARF solutions. Benefit from our extensive fund manager range and low management costs.

Lump Sum
Investment

Tailored lump sum investment solutions, for stronger risk managed returns.

Lump Sum
Investment

Structured deposits and strategic fund based portfolios, based on personal risk tolerance and investment time horizon.

Financial
Protection

Protection from the financial impact of an accident, serious Illness, or demise.

Financial
Protection

Personal, family, and business protection insurance. Get free and instant online quotations, with full market comparison.

Extensive Reach

Impartial Solutions

We partner all the leading life insurers and asset managers operating within in Ireland.

Financial advice

Holistic Financial Planning

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.

We start with protecting your income and examining spending and debt, before reviewing your savings, investments and retirement provision. Then once up and running, we help you to track your progress throughout the years in continuing to support your financial well-being.

01.

Evaluate

By understanding your position, we develop comprehensive plans, to deliver best value client outcomes.

02.

Recommend

Our solutions are personally tailored to your needs, and accomplished based on your financial priorities.

03.

Implement

Application is kept simple, through the use of the latest advanced technologies and digital signature sign-off.

04.

Monitor

We monitor and adjust to your changing needs, as well as to economic conditions, with regular client reviews.

Bespoke Solutions

Tailor-made Investments

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

Swift Financial Protection

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

Discerning Clients

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 select from their pensions retirement benefit options.

Financial Advisors - Our Clients

Acumen & insight

Financial Advice Category

Select your advice category and start discovering ways to a more successful financial future.

testimonials

Google Reviews

Our financial advisory client feedback through reviews.

Niall Corrigan
Excellent service
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Looking after our pension, investment and life insurance needs, One Quote Financial Brokers provide an excellent personalised service with superb value and client choice!
Mick Callan
True Expertise
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Great doing business with One Quote, excellent service and specialist knowledge, particularly for me as a contractor in the minefield of income protection and pensions.
Jer Buckley
Great Service
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Couldn't recommend One Quote more for pensions. Don't waste time and go straight to them. Very professional and efficient. If you want real value, they are the smart choice for pension planning.
Marijana Z.
Professionalism
Read More
Really appreciated their promptness, communication and professionalism! Would definitely recommend One Quote and they were super easy to work with, right through.

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