Financial Planning in Ireland

We all have different financial goals depending on our lifestyles.

Achieving your goals depends on the quality and efficiency of your financial plan.

Let our award-winning advisors take care of it for you.

What is Financial Planning?

Financial planning is a way to set and reach your money goals, whether for yourself or a business. It helps you look at what you have now, figure out what you’ll need later, and make a plan to manage your money. This includes saving, investing, budgeting, and planning for retirement. The main goal is to grow your wealth and keep your finances stable so you’re ready for the future. With guidance and smart strategies, financial planning lets you make good choices about your money, helping you feel secure and in control.

LowQuotes.ie

4.9

Based on 1618 reviews

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Parth S.

When it comes to insurance, we are always skeptical whether its a good deal or not. Also we feel if we could get a deal suited to our custom requirements and not a generic one. I would like to give a shoutout to Low Quote for being direct and patient with me when i explained my situation. They are great and recommended if you wanna get an honest quote. Massive thanks to Shawn (or Shaun) Young in Health insurance department being the life saver (pun intended).

Shemeena S.

I had a great experience with Low Quotes, especially working with Alan Broderick. Alan was very professional, patient, and took the time to clearly explain all the options available to me.I chose mortgage protection, life cover, and income protection, and he made the whole process simple and stress-free. He answered all my questions and helped me find the right cover to suit my needs and budget.I really appreciate the honest advice and excellent service. I would definitely recommend Low Quotes and Alan Broderick to anyone looking for reliable insurance advice.

Niel I.

It was a great pleasure doing business with LowQuotes. Alan Broderick was very thorough, and walked me through every step of the way to help me and my wife get sorted with my Life Insurance and Serious Illness Cover. Alan was very knowledgeable, always followed up with me, and made sure I get the best plan suitable for me and my family. I will definitely recommend LowQuotes to anyone looking for Life Insurance and Serious Illness Cover. Thanks again Alan!

klaids B.

Excellent service, assistance from Cormac Logue APA was incredible .Thank you.

Shane O.

As a first-time buyer, buying as a single applicant, I had a million questions, and Niamh McCaul answered every single one with patience and expertise.She went above and beyond to make sure I felt comfortable and confident with my decisions. It’s rare to find someone so dedicated to her client's success.I cannot recommend Niamh highly enough! From our very first phone call, she made the entire mortgage process feel seamless and stress-free. As someone who was quite overwhelmed by the paperwork, Niamh’s ability to explain everything in plain English was a lifesaver.She was always one step ahead, keeping me updated at every turn and securing a fantastic rate. If you want a mortgage advisor who is professional, proactive, and genuinely cares about her clients, look no further.Thank you, Niamh, for making my dream home a reality!Shane.

Frigen D.

Very good experience with Cormac Logue, It was quick, easy and transparent.Really appreciate his help

Mina W.

I had a great experience arranging my mortgage protection through this broker, especially with Cormac helping me along the way. He was very proactive and followed up multiple times while I was sorting things out with the developer, which really helped keep everything moving.Cormac Logue was always keen to help and very flexible in arranging calls at times that suited me, making the whole process much easier. He also managed to get the policy arranged very quickly once everything was in place.Overall, a very smooth and professional experience.

Vivienne G.

Great experience with LowQuotes. Everything was quick and easy thanks to Cormac Logue - he was very helpful, professional, and easygoing throughout the whole process. He made everything straightforward and stress-free. Highly recommend!

Marc O.

Colin was absolutely outstanding to deal with. From start to finish he guided us through every step with clarity, professionalism, and genuine care. He answered every question quickly and made the entire process effortless. I couldn’t recommend LowQuotes and especially Colin highly enough.

Arul K.

"Aoife was incredibly helpful, providing clear and pleasant explanations for everything."

Philip M.

Cormac was a pleasure to deal with very professional and had great knowledge, he helped us organise our mortgage income protection. I would highly recommend him. Thanks for the help.

Aremu T.

I really want to commend the work of Cormac Logue. He's been amazing and helpful through my insurance pursue and even guidance.i will keep recommending low quotes because of this dude to friends and family. Keep him st all costs please.

john paul M.

If I could give 10 stars to Tiernan Brennan and Low Quotes, I would happily do so. If it wasn't for Tiernan, and the amazing team, we would not be owning a house today. We were first time buyers, with no real idea of what to do, or who to contact, when Low Quotes were recommended to me. Tiernan was a pleasure to deal with from Day 1, his knowledge and professionalism put our minds at ease, his advice was always timely and appreciated, and the speed that we were approved for a mortgage was fantastic. Tiernan was a presence every step of the way, from start to very enjoyable finish, and now that we are in our new home, I'm nothing but thankful to everyone at Low Quotes!!

Zlata J.

Niamh from LowQuotes was absolutely outstanding throughout my entire mortgage journey. From start to finish she was professional, patient, responsive, and incredibly supportive during what turned out to be a very complex purchase. She consistently chased updates, explained everything clearly, and genuinely cared about getting the best outcome for me. She truly went above and beyond at every stage of the process. I honestly don’t think I would have gotten through this without her. I cannot recommend her highly enough.

Mariia L.

Excellent support, clear questions, great explanation! Highly recommended!

Sarah H.

Would recommend LowQuotes, Colin dealt with our mortgage protection application with us, and made sure we got the best outcome and price for our insurance making the process was as smooth as possible, we cant thank him enough!

Kumar D.

I had a great experience securing my policy with Low Quotes. Cormac Logue was exceptionally helpful throughout the entire process, providing various quotes and patiently clarifying all my questions, .The process was quick, and I appreciated the follow-up on the final terms . Highly recommend working with Cormac .

Akbar M.

⭐️⭐️⭐️⭐️⭐️We cannot recommend Berni highly enough! Over the course of a year, she guided us through an incredibly challenging home-buying journey with absolute professionalism, patience, and dedication.Initially, we bought a house, but the vendor failed to vacate, creating a very stressful situation. Berni immediately took responsibility, worked closely with the bank, and expertly managed to reverse the mortgage. She then arranged a new mortgage, and thanks to her knowledge and negotiation skills, we even received €5,000 cashback! Ultimately, she helped us purchase our dream home.Berni’s persistence, expertise, and genuine care for her clients go above and beyond. She made a stressful process smooth and reassuring. If you want a mortgage advisor who truly delivers and supports you every step of the way, Berni is the one!

The Financial Planning Process:

The financial planning process begins with an enquiry, where you reach out to one of our Expert Financial Advisors, expressing your interest and need for their services. Following this, a discovery call is scheduled, which is essentially a deep-dive conversation where the Advisor gets to know you, your financial situation, your goals, and your concerns.

This understanding forms the backbone of the planning phase, where tools like cash flow modellers are employed to map out various financial scenarios, helping you visualize different strategies and their outcomes. Once a plan is crafted, it’s not set in stone; regular reviews allow you to adjust your strategy in response to life changes or shifts in financial goals. The key is to stick with it, making consistent, informed decisions that align with your evolving financial landscape, ensuring that your plan remains a dynamic tool guiding you toward your financial objectives.

Quote or Appointment

Our quote application will gather vital information to match you with a financial planner who meets your unique requirements.

Discovery Call

To set the goals and discuss your current financial situation including risk assessment and the impact this can have on your finances.

Plan Implementation

We will present and explain your financial plan using our state-of-the-art software, allowing you to visualise your current financial situation.

Review and Adjustments

Regularly reviewing and adjusting your financial plan is crucial to ensure it remains aligned with your changing life circumstances, goals, and financial market dynamics.

Meet our Team of Expert Advisors

Claire Clohessy

Financial Planning Team Leader

Niall Daniell

Financial Planning Department

Aoife Morgan

Financial Planning Department

Would you rather speak to an advisor?

Our award winning team is always here to help you.

Financial Planning Consultation

1. Assess your current situation

When you have a financial planning appointment, expect to discuss your current financial situation and your future goals. The Advisor will ask about your income, expenses, debts, and any savings or investments you have.

2. Create a Plan

Together, you’ll make a plan that might include setting a budget, finding ways to save more money, and deciding where to invest to help your money grow. The goal is to create a clear path for you to follow to achieve financial stability and meet your future needs. This meeting is a great chance to ask questions and get advice tailored to your unique financial situation.

3. Ensure you are covered

Also, the advisor will explain to you how a protection package can ensure you are covered against unexpected events, keeping you on track with your financial plans and moving you closer to achieving your dreams.

Cashflow Planning

We use state-of-the-art tools, like Cashflow to help you visualize and monitor your monthly income and expenses, giving you a clear picture of your financial activity. It can also process multiple proposed solutions to meet your short and long-term financial goals.Watch this video to see how this powerful tool can assist you in reaching your financial goals, even when life circumstances change.

Why choose LowQuotes.ie as your financial partner?

Choose us as your financial partner and enjoy the best options the market has to offer.

We work with every lender and provider out there to make sure you get top-notch financial solutions. Our team includes award-winning experts with over 35 years of experience, and we’re proud of our 1,200+ five-star Google reviews. Our advanced software helps us create personalized plans that fit your unique situation perfectly.

Our goal is simple: to go beyond what you expect and build lasting relationships. We value clear communication, honesty, and integrity, always putting your needs first to help you on your journey to financial freedom.

Your Questions Answered

Why Financial Planning is so important?

Think of a financial plan as your GPS in the world of money. Whether you’re saving for a car, planning a big trip, or just wanting to manage your bills better, having a plan helps you get where you want to go without unnecessary detours.

When should I start financial planning?

The best time to start was yesterday, and the second-best time is now! It’s never too early or too late to get your finances in order. Starting young gives you a fantastic head start, but making a plan at any age can help improve your financial well-being.

Can I do my own financial planning, or do I need an expert?

You can definitely start on your own by setting goals and budgeting. However, chatting with one of our financial advisors can be a game-changer for more complex things like investments, retirement planning, or tax strategies. We can offer tailored advice and insights you might not have considered.

How often should I review my financial plan?

Life changes, and so should your financial plan. A good rule of thumb is to give it a once-over annually or after significant life events (think marriage, baby, new job). This way, you can adjust your plan to stay on track with your goals.

What does a good financial plan cover?

A financial plan considers the big picture. It covers income, expenses, savings, investments, debt management, insurance needs, retirement planning, and any other financial goals. Think of it as a comprehensive roadmap for your financial future.

Got more questions? Don’t hesitate to reach out to us for tailored financial advice.

We’re proud to have been featured in Ireland’s leading media outlets, sharing insights on insurance, mortgages, and financial planning.

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Career at LowQuotes

Here at LowQuotes, we want to ensure that our clients receive the highest standard of service. If you have a passion for connecting with people and aspire to thrive in a culture built on trust, dedication and excellence, please send us your CV below.