Investment Planning
Best Lump Sum Investment Options
Lump sum investment alternatives are badly needed with deposit rates simply dismal, despite the recent interest rates increase. People remain anxious to find a better
11/07/2021
investment advisory
Warren Buffet
For better investment advice, both personal and corporate, discover our risk-managed solutions.
Bespoke Investments
Our bespoke investment advisory solutions, involve the construction of diversified client portfolios, spanning several asset classes and investment managers, and include the full implementation and monitoring of a long-term critical plan.
We combine strategic asset allocation, tailored to specific investors’ needs and objectives, with our robust multi-manager approach, aligned to both risk appetite and sustainability preferences.
Impartial Advice
Investing can appear complex, so we explain the jargon is simple terms, helping you to identify your most suited alternatives, whilst ensuring independent Choice, Asset Diversity and absolute Cost Transparency, albeit a personal or corporate investment solution
your path to investment
Investing is not easy as it looks. It takes a lot of effort and time to grow money, which is why early investing is always advised. We urge you to invest smartly to achieve your financial goals early in life. Investing in the wrong kinds of investments will only result in unforeseen losses, which is why you must follow some necessary steps to ensure your investment journey is successful.
All initial private investment consultations, are provided free of charge and without obligation.
Premier Solutions
Our investment advice involves a simple 4-step approach, that minimised cost and maximises choice and convenience.
01.
By understanding your position, we develop bespoke investments, to deliver best value client outcomes.
02.
Our investment solutions are personally tailored to your needs and 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 changing market conditions, with regular reviews.
Extensive Reach
We partner all the leading asset managers operating within in the Republic of Ireland.
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Lump sum investment alternatives are badly needed with deposit rates simply dismal, despite the recent interest rates increase. People remain anxious to find a better
What should investors do as the US election looms large and we enter a bear market? Adjusting investments in falling equity markets can be confusing
Lump sum investment alternatives are badly needed with deposit rates simply dismal, despite the recent interest rates increase. People remain anxious to find a better
What should investors do as the US election looms large and we enter a bear market? Adjusting investments in falling equity markets can be confusing
If you’ve acquired a lump sum through savings, inheritance, or redundancy, there are a number of lump sum investments available to you. You can place
Get in touch
Schedule your free consultation right now.
One Quote Financial Brokers,
11 James’s Terrace, Malahide,
Co. Dublin, K36 CV08
One Quote Financial Brokers Ltd t/a One Quote is regulated by the Central Bank of Ireland no: 459006.
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