bespoke investors
We are experts in advising private individuals, as well as charities and company owners, on how best to invest for the short to medium term. Putting their lump sum cash deposits to work, to counter inflation and significantly out perform Irish bank deposit rates.
As a regulated financial broker, authorised by the Central Bank of Ireland, we have capacity to facilitate investments tailored specifically to you. We do so by building bespoke, multi-asset portfolios, aligned to your risk profile, ESG preferences and personal time horizon, whilst also offering international structured fixed return, deposit alternatives.
Lump Sum Investments
Clients frequently approach us with monies sitting idle on deposit, albeit personal or corporate funds, or because they are about to receive a tax-free lump retirement lump-sum, or a cash inheritance.
We offer tailored made solutions and add value by sourcing low-cost funds and guaranteed deposit rates, from some of the world’s largest and most successful banks and asset managers.
Defined Process
Our personalised investment process, will examine your financial goals and investment timeframe, alongside your ESG preferences and risk return tolerance.
This information will form the basis of our investment recommendations, allowing us to research the market and offer the most appropriate and cost-effective investment solution to meet your needs, after which the relationship is ongoing.
Risk Analysis
Robust risk management is key to achieving your investment goals, part of which is maintaining volatility within your personal comfort zone.
To help you achieve this, we go beyond simply parking you within an ESMA risk rated fund. Our bespoke portfolio approach considers cost and past performance, but also monitors ongoing market conditions, helping you take advantage of opportunities, navigate risks and stay focused on achieving investment success.
Extensive Reach
We partner all leading asset managers, operating within in the Republic of Ireland.
Premier Solutions
Through a simple 4-step approach, we minimise cost and maximise choice and convenience.
01.
By understanding your position, we develop bespoke plans to deliver best value client outcomes.
02.
Our solutions are tailored to your individual needs and accomplished based on your priorities.
03.
Application is kept simple, using latest technologies, with digital signature, client sign-off.
04.
We monitor and adjust to your changing needs, and to economic market conditions, with regular reviews.
news & posts
Benefit from our latest investment planning articles.
Our risk management philosophy centres on the belief that optimised portfolios require diversification and that investment style matters. This means that we believe in investing
When seeking to discover the best pension fund manager performance, make sure your source of information is fully transparent, unbiased, and displays its independent source.
Our risk management philosophy centres on the belief that optimised portfolios require diversification and that investment style matters. This means that we believe in investing
When seeking to discover the best pension fund manager performance, make sure your source of information is fully transparent, unbiased, and displays its independent source.
Low-cost investment funds offer an immediate advantage, but there is a huge misconception that “Passive Funds” including ETFs are the only low-cost solution. In Ireland,
Get in touch
Schedule your free consultation right now.
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.
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