Wealth Management Advice

Protecting, growing and passing on wealth, takes cost-effective, tax-efficient wealth management.

Wealth Management

Wealth Management Advice

"An investment in knowledge pays the best interest.”

Benjamin Franklin

Get expert wealth management advice, to protect, grow and pass on your assets.

Wealth Management Advisory Client

Bespoke Solutions

Wealth Management

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.

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, serious Illness cover, income protection or specialist estate planning.

Wealth Management 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 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

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 Management Partners

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.

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Our latest insights

Benefit from our latest wealth management articles.

Wealth Management

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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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Wealth management

Wealth Management - FAQ's

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.

 

 

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