We provide private and corporate, lump sum investment options, tailored to your individual needs.
Our specialist lump sum investment advice delivers, short to medium term investment solutions, serving both private and corporate clients, alike.
By matching your return expectations, to your investment time horizon, we combine strategic asset allocation, with our robust multi-manager approach, aligned to both risk appetite and sustainability preferences.
We construct highly cost-effective tailored investment structures, which include full implementation and performance monitoring, together with your own 24/7 online access.
Once set up, your lump sum investment remains flexible, so if your risk approach changes, its is easy to alter your investment at any time.
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 cost transparency.
Real choice means that we will never attempt to promote any single solution, but offer a selection of options matched to your individual requirements.
Asset diversity means will create a tailored portfolio to spread and hedge risk as appropriate.
Cost transparency ensures there are no hidden charges or fees, with a huge emphasis placed on delivering real client value.
your path to investing
Investing involves risk and return
correlation and you will obviously want to maximise your gains, relative to your risk tolerance. You may also wish to place emphasis on the underlying investments
Our job is to listen to and understand your needs and expectations, so as to provide the best investment advice based on a keen understanding of the markets.
From zero risk, structured deposit-based investments to higher-risk multi-asset portfolios, the initial client assessment is still the same, with investment time horizon, required access, taxes and charges forensically examined.
Our investment advice and solutions involve a simple 4-step approach.
We partner all the leading asset managers operating within in the Republic of Ireland.
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Your lump sum investment questions answered.
Before making any client investment recommendation, our 4 key considerations are:
This is all about how quickly you might need access to your money.
A pre or post-retirement investor is long term, but for cash lump sum investors, seeking a higher return than bank deposit rates, our minimum time frame for structured deposits is 3 years.
Whereas if you are interested in higher potential returns a time frame of 5-7 is most typically required.
For clients seeking guaranteed returns, we offer short-term deposits products, but for those willing to take on a level of volatility, your risk tolerance will be aligned to your investment recommendation.
Thankfully, all pension plans and post-retirement ARFs enjoy tax-free growth.
But unfortunately, for all other type of investments, it’s impossible to avoid your gains being taxed , albeit DIRT Tax, Capital Gains Tax or Exit Tax. However, we can advise you on the most tax-efficient solutions.
We always seek out investment solutions that not only provide you with the best returns, but also the most competitive charges.
Mutual funds offer more diversification, cost-transparency, and convenience than investing in individual securities, and they’re professionally managed. They can also benefit form dividend reinvestment are professionally managed and carry different risk-return ratings to suit differing investor risk tolerances.
Structured Deposits over superior fixed rates of return to those generally available to Irish bank depositors. Facilitators may include the likes of Societe Generale, HSBC or Barclays.
One Quote Financial Brokers charges just 0.25% PA for our broker services, working with over 23 separate domestic and international asset managers. This is half that of the average broker service charge.
The is in additional to the fund managers own charge which is subject to the fund style, construct and the size of your investment.
The minimum lump sum to avail of our guaranteed deposit rates or risk rated fund offerings is 100K.
Yes, subject yo your personal requirements, any combination of deposit based and risk asset portfolios can be constructed, using our broker services.
The typical combined total combined annual cost, comprising of both the fund management and broker service charge is 1.00% PA.
Both ETFs and index funds are pooled investment vehicles that are passively managed; the key difference is that ETFs can be bought and sold on the stock exchange (just like individual stocks) — and index funds cannot.
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