Wealth Management
Benjamin Franklin
Get expert wealth management advice, to protect, grow and pass on your assets.
Bespoke Solutions
Our specialist wealth management advisory services are truly comprehensive. We deliver personal and corporate deposit lump sum investment solutions, pre and post-retirement pension planning, as well as wealth protection, including legacy 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 wealth management solutions.
premier 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, serious Illness cover, income protection or specialist estate 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 approach includes 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
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.
Extensive Reach
We partner all leading asset managers operating within in the Republic of Ireland.
testimonials
Our client feedback through Google reviews.
news & posts
Benefit from our latest wealth management articles.
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
Our guide to Approved Retirement Funds is all about understanding how an ARF works, which is essential when it comes to drawing down your pension
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
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,
Since the rise of the ECB rate, going from 0% in July 2022 to 4.5% in early September 2023, we have been approached by ever
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 wealth, 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.
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.
We offer a range of wealth management services tailored to your investment objectives and risk profile.
We specialise in investment and protection solutions for individual, pension, corporate and charity clients, and we believe strongly in the provision of choice, transparency and fair value, together establishing on-going and support client relationships.
The majority of financial advisors, brokers and wealth managers charge between 0.5% and 0.75% PA, for assets under management.
However our charge is capped at just 0.25% PA regardless of fund size, or investment type i.e. Pension Plan, ARF, or Investment Bond.
Further more we do not take a recurring charge on Structure Deposit products.
Get in touch
Schedule your free consultation 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.
©2023 All Rights Reserved.
Web Design by Juvo.
