Investment Planning
Adjusting Investments in a Bear Market
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
02/11/2020
Private Clients
Benjamin Franklin
Get expert wealth management advice, to protect, grow and pass on your assets.
Bespoke Solutions
Our comprehensive and personally tailored wealth management services, extends to private individuals, charities, and business owners.
They include include, personally tailored lump sum investment solutions, retirement planning, as well as business and personal legacy control and taxation strategies.
We appreciate that every client is different, with their own exacting needs, so we will work with you to understand yours, before delivering a bespoke set of cost and tax-effective investment, retirement and protection solutions.
premier protection
Protecting your wealth can mean protecting your income and lifestyle, as well as your business ownership and personal estate.
We have the agency, knowledge, and experience to provide the most cost-effective and tax-efficient wealth protection solutions, with a particular focus on shareholder protection and estate planning.
Strategic Growth
Designing investment portfolios to meet a range of objectives, that includes both retirement planning and lump sum investing, we deliver the right balance of cost, risk and reward.
We combine strategic asset allocation advice, tailored to specific investors’ needs and objectives, with our robust multi-manager approach, matched to your risk appetite and ESG preference.
Supported by technical specialists with expertise spanning global investment markets, tax, pensions, and bespoke portfolio management, we align all to the most competitively costed outcomes.
Bespoke Solutions
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
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
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.
Specialist Advice
We partner all leading asset managers operating within in the Republic of Ireland.
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Wealth management
Your wealth management questions answered.
Wealth management refers to a professional service that which incorporates structuring and planning wealth to assist in growing, preserving, and protecting it, whilst passing it onto the family in a tax-efficient manner and in accordance with their wishes.
Wealth management brings together tax planning, wealth protection, estate planning, succession planning, and family governance.
Clients may engage in a wealth management relationship for a number of different reasons. Some choose to do so because they need help planning for certain goals, or need guidance around estate planning, protecting wealth, retirement planning, or ways to manage their tax obligations. Others choose wealth management because they don’t have the time or the desire to manage their own portfolios or simply value the input of a financial professional, who can act as a sounding board.
Wealth management was a primary focus on investment advice, estate planning, retirement planning, and the associated risk management and taxation advice. Wealth managers work closely with their clients to understand their financial situation, objectives, and risk tolerance in order to develop personally tailored strategies to meet their specific needs.
There are a number of things one can do in an effort to protect wealth, such as retirement planning, estate planning (including developing a plan for the orderly transfer of wealth to your heirs), being more tax-efficient, or exploring the addition of fixed income investments to a portfolio.
Our broker service charge is capped at just 0.25% PA, regardless of fund size, or investment type i.e. Pension Plan, ARF, or Lump Sum Investment.
We do not take a broker service charge on lump sum Structure Deposits.
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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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