Wealth Management Advice

Protecting, growing and passing on your assets, takes cost-effective planning, we deliver premier solutions.

Wealth Management

Wealth Management

"An investment in knowledge pays the best interest.”

Benjamin Franklin

Let’s create a financial plan, to manage your assets, built around your priorities.

Wealth Management Advisory Client

Bespoke Solutions

Wealth Management

Our comprehensive wealth management services, incorporate personal and corporate deposit lump sum investing, pre and post-retirement planning, as well as personal and business protection including, legacy strategies.

We appreciate that every client is different, with their own exacting needs, and we will work you to understand yours, before delivering a bespoke and comprehensive set of cost and tax-effective solutions.

Wealth Protection Advice

premier protection

Wealth Protection

Protecting your wealth can mean protecting your income and lifestyle, as well as your business ownership and personal estate for future generations.

We have the agency, knowledge, and experience to provide the most cost-effective, tax-efficient wealth protection solutions, albeit it through life insurance, illness protection, income protection or specialist inheritance tax-planning.

Wealth expansion advice

Strategic Growth

Wealth Investment

Designing bespoke investment portfolios to meet a range of objectives, we deliver the right balance between risk, cost, and reward. Our tailored solutions, also include 24/7 online access with automatic annual reviews and ongoing market updates.

We combine strategic asset allocation advice tailored to specific investors’ needs and objectives, with our robust multi- manager approach, aligned to risk appetite and ESG preference.

Supported by technical specialists with expertise spanning global investment markets, tax, pensions and bespoke portfolio management and we are proud to provide all this, aligned to the most competitively costed outcomes.

Bespoke Solutions

Wealth Managementt

Our comprehensive wealth management services, incorporate deposit lump sum investing, pre and post retirement planning, as well as both personal and business protection and legacy strategies.

We appreciate that every client is different with their own exacting needs, and we will work you to understand yours, before delivering a bespoke and comprehensive set of cost and tax-effective solutions.

premier protection

Wealth Protection

Protecting your wealth can mean protecting your income and lifestyle and or your business ownership and personal estate, for future generations.

We have the agency, knowledge, and experience to provide the most cost-effective and tax-efficient protection solutions, albeit it through life insurance, illness protection, income protection or specialist inheritance tax-planning.

Strategic Growth

Wealth Investment

Designing bespoke investment portfolios to meet a range of objectives, we deliver the right balance between risk, cost, and reward. Our tailored solutions, also include 24/7 online access with automatic annual reviews and ongoing market updates.

We combine strategic asset allocation advice tailored to specific investors’ needs and objectives, with our robust multi- manager approach, aligned to risk appetite and ESG preference.

Supported by technical specialists with expertise spanning global investment markets, tax, pensions and bespoke portfolio management and we are proud to provide all this, aligned to the most competitively costed outcomes.

Extensive Reach

Asset Manager Partnerships

We partner all leading asset managers operating within in the Republic of Ireland.

testimonials

Wealth Management Reviews

Our client feedback through Google reviews.

Tim Walsh
Excellent service
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Excellent service and very prompt at transferring funds. They are probably the most transparent broker in the market. Their fees are extremely competitive too. A very happy client!
Mick Callan
Specialists
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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 planning.
Paula B.Walsh
Recommended
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I approached One Quote for best value options on investing my retirement funds. I set up both an ARF, together with and a separate lump sum investment, and I would highly recommend them.
Eliza Ward
Strong choice
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As a rapidly expanding company in the food space, they took the time to review our protection and pension needs, providing strong choice and advice with best value outcomes.

news & posts

Our latest insights

Benefit from our latest wealth management articles.

Wealth Management

How to Choose a Financial Adviser

Wondering how to choose a Financial Adviser in Ireland? This guide covers what to look for including qualifications, independence, online options, and charges. A Financial

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Post Retirement Planning

How an ARF Works

Understanding how an ARF works is essential when it comes to drawing down your pension benefits. This comprehensive ARF guide covers everything ARF-related, from early

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Post Retirement Planning

How an ARF Works

Understanding how an ARF works is essential when it comes to drawing down your pension benefits. This comprehensive ARF guide covers everything ARF-related, from early

Read More »

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