Pension Planning
Best Value Pension Plans
Best value pension plans, are those that offer you the right underlying investment options (aligned to risk and ESG preference), coupled with the lowest investment
16/03/2023
About Us
Real Value
Huge Choice, Cost Savings and Premier Service.
We are investment and protection advisors and not product sellers. Our integrity, transparency and insight mean that we are always positioned on the side of our clients, making educated and informed recommendations with true impartiality.
We don’t leverage provider options to take high commissions, or to charge recurring fees, but provide leading financial solutions, focussed on minimum cost and maximum convenience.
Real value solutions
Dedicated Team
Our dedicated team possesses a wealth of expertise, led by senior dedicated specialists.
Real value solutions
Insight & Convenience
We harness the latest technologies, in delivering more objective and convenient solutions.
Online Convenience
We all lead busy lives, so we provide full and instant online market comparative quotations across all personal protection plans, and supply digital applications, customer guides and digital signature options. We also provide meetings over Zoom or MS Teams to support our nationwide customer base.
Valuable Analytics
We utilise the Longboat Analytics tool fund focus to provide us with daily updated market data analytics to help enable better investment recommendations, using the real-time fund data to compare individual fund performance against their market peers, across all fund constructs and risk levels.
Personalised Service
We are a boutique firm, and we thrive on building long-term relationships with our clients. Our focus is always on value and not sales pitching, transparency and not jargon, resulting in best client outcomes. Our service level agreements also ensure automatic annual investment reviews in addition to 365 platform access.
Objective Advice
As an impartial firm, we do not have a vested interest in specific products or services that can bias our judgment or recommendations. And since our compensation is completely independent of insurance or investment decisions you may make, we can be completely neutral in our analysis of your situation.
Real value solutions
Trust & Integrity
Our governance and affiliations form the bedrock of our trusted advice.
Regulated and Affiliated
One Quote Financial Brokers Ltd, trading as One Quote is registered with and regulated by the Central Bank of Ireland. Copies of our regulatory authorisations are available on request.
Trusted Professional Advice
The Qualified Financial Adviser (QFA) designation is the industry recognised, premier designation qualification for financial advisors in retail financial services, with specialisation in Life Insurance, Pensions and Investments.
Member of IOB
We are a long standing and practicing member of Institute of Bankers in Ireland and attend regular seminars and CPD events.
SIA
The Specialist Investment Adviser (SIA) designation is a post graduate level, specialist qualification for those working in the areas of Investment / Asset / Wealth Management.
Member of Brokers Ireland
Brokers Ireland is the is representative body for all Financial Brokers in Ireland. We incourage them to lobby Government on behalf of the consumer and ultilise their services in the in all areas of regulatory compliance and consumer protection.
MCIBS
Chartered Banker (MCIBS) is the gold standard for professionals working in the financial services sector. Chartered Bankers are highly qualified professionals, specialist knowledge and experience in Risk Management, Corporate Governance and Asset Management.
