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.

Google Reviews

LowQuotes.ie
4.9
Based on 1450 reviews
Ali T
Ali T
Very easy to apply thank you so much!!!
Sinead K.
Sinead K.
Dylan was a pleasure to deal with today, so knowledgeable & extremely helpful. He made the whole process so easy. I am really happy with the policy cover I got.
Laura S.
Laura S.
Aoife Morgan was a pleasure to deal with and made the process so smooth. She also dealt with everything from start to finish very efficiently.
Response from the owner: Hey Laura,We’re delighted to hear about your positive experience with Aoife Morgan. It’s great to know she made the process smooth and handled everything efficiently from start to finish. We aim to make insurance as easy and stress-free as possible, so your feedback really means a lot to us!If you have any further questions or need assistance in the future, don’t hesitate to reach out.Best Regards,LowQuotes Team
Emma M.
Emma M.
A wonderful service, thorough and clear. I dealt with Rebecca, who was fantastic. The perfect mix of professional knowledge and courtesy with genuine warmth. Highly recommend her services!!!
Response from the owner: Hey Emma,We’re thrilled to hear about your wonderful experience with Rebecca. It’s fantastic to know she delivered a thorough and clear service with the perfect blend of professionalism and genuine warmth. We really appreciate your kind words and recommendation!If you ever need anything else, we’re just a call away.Best Regards,LowQuotes Team
Yunus Ü.
Yunus Ü.
Great service , low price
Response from the owner: Hey Yunus,Thanks a lot for your kind words! We’re delighted to hear you were happy with the service and the price. We work hard to offer the best value without compromising on quality, so your feedback means a lot to us. If you ever need anything else or have questions in the future, don’t hesitate to reach out.Best Regards,LowQuotes Team
Emma W.
Emma W.
Great experience with Ross who was patient with us as we figured out what plan worked best for us. We really appreciated his advice and his patience. Highly recommend.
Response from the owner: Hey Emma,We’re delighted to hear about your positive experience with Ross. It’s great to know he was patient and supportive as you worked through your options. We’re so glad his advice helped you find the right plan. That’s exactly what we aim for!If you ever need anything else or have more questions down the line, we’re always here to help.Best Regards,LowQuotes Team
Jonathan F.
Jonathan F.
Dealt with Ross, he was incredibly helpful and informative and made the process easy from the start.
Response from the owner: Hey Jonathan,We’re delighted to hear about your positive experience with Ross. It’s great to know he was able to explain everything clearly and make the process easy from the very beginning. We aim to make the journey as smooth and understandable as possible, so your feedback means a lot to us!If you have any further questions or need assistance in the future, don’t hesitate to reach out.Best Regards,LowQuotes Team
Dee H.
Dee H.
Rebecca was wonderful. And got a policy I was very happy with
Response from the owner: Hey Dee,We’re delighted to hear about your positive experience with Rebecca. It’s great to know she was wonderful and helped secure a policy you’re happy with. We always aim to match our clients with the best possible cover, so your feedback is much appreciated!If you ever need anything else or have any questions, feel free to get in touch.Best Regards,LowQuotes Team
Ann D.
Ann D.
Excellent communication. Explained everything very clearly. Lovely customer service
Response from the owner: Hey Ann,We’re delighted to hear about your positive experience with our team. It’s great to know everything was explained clearly and that you received excellent communication and lovely customer service, that’s exactly what we aim for!If you have any questions in the future or need further assistance, we’re just a message away.Best Regards,LowQuotes Team
John K
John K
I have had a very rewarding experience dealing with Low Quotes. Rebecca Sharpe was my point of contact, and she was always prompt, professional and helpful. Vast knowledge of the business and the options to me to get me the best life cover policy, as well as answer my never ending questions and concerns. The process was effortless. Thanks JK
Response from the owner: Hey John,We’re thrilled to hear about your rewarding experience with Rebecca! It’s fantastic to know she was prompt, professional, and able to guide you through the process with such expertise. Life Insurance can raise lots of questions, and we’re so glad she made it effortless for you.If you need anything else down the line, don’t hesitate to reach out.Best Regards,LowQuotes Team
Sandra W.
Sandra W.
Shaun was very informative and helpful
Response from the owner: Hey Sandra,We’re delighted to hear about your positive experience with Shaun. It’s great to know he was informative and helpful throughout the process. We aim to make everything as clear and straightforward as possible, so your feedback means a lot to us!If you have any further questions or need assistance in the future, don’t hesitate to reach out.Best Regards,LowQuotes Team
Gráinne M.
Gráinne M.
I would like highly recommend Bernadine and Low Quotes for anyone seeking professional mortgage assistance. From start to finish, our experience working with Bernadine was exceptional. We recently secured our mortgage through her, and I can confidently say that her advice, skills, and expertise were outstanding and made a significant difference in the entire process. Bernadine demonstrated an in-depth understanding of the mortgage market, guiding us through complex options with clarity and patience.Her professionalism and attention to detail ensured that everything was handled efficiently and smoothly, which made what can often be a stressful process much more manageable and even enjoyable. Bernadine’s efficiency was second to none; she was always prompt, organized, and proactive in communicating updates and answering our questions. Thanks to her, we were able to secure a mortgage that we are really happy with, and she worked tirelessly to find us the best possible deal.We are genuinely grateful for the time and effort she invested in helping us. Her friendly yet professional approach made us feel valued and supported throughout the entire process. I would highly recommend Bernadine and Low Quotes to anyone looking for expert mortgage advice and exceptional service. Her dedication and expertise truly set her apart, and we are so appreciative of all she did for us.
Response from the owner: Hey Gráinne,Thank you so much for your incredibly kind and detailed review! We’re absolutely delighted to hear about your positive experience with Bernadine. Her expertise, dedication, and genuine care truly make a difference, and we’re so glad she helped make your mortgage journey smooth and even enjoyable.Securing the right mortgage can be a stressful process, so it’s fantastic to know Bernadine guided you through it with such clarity and professionalism. We’ll be sure to pass along your lovely feedback to her, she’ll be thrilled!If you need any further support down the line, we’re always here for you.Best Regards,LowQuotes Team
G S (.
G S (.
Quick, easy, straightforward, concise and helpful. If you are considering life insurance, give Colin a call.
Response from the owner: Hey G S,We’re delighted to hear about your positive experience with Colin. It’s great to know you found the process quick, easy, and helpful. We aim to make life insurance as straightforward and stress-free as possible, so your feedback means a lot! If you have any further questions or need assistance in the future, don’t hesitate to reach out.Best Regards,LowQuotes Team
Shane C.
Shane C.
Would just like to say a massive thanks to Bernadine who helped me and my fiancé get our mortgage protection, the whole process was quick and easy. Will definitely recommend to friends and family.A true professionalThanks again Bernadine
Response from the owner: Hey Shane,We’re delighted to hear about your positive experience with Bernadine. It’s great to know she made the process of getting mortgage protection quick and easy for you and your fiancé. We aim to make everything as smooth and straightforward as possible, so your kind words mean a lot! If you or your friends and family need any assistance in the future, don’t hesitate to reach out.Best Regards,LowQuotes Team
yasmine B.
yasmine B.
The biggest thanks to Bernadine. She made the process of getting our mortgage protection so easy and stress free. Will definitely be recommending to others.
Response from the owner: Hey Yasmine,We’re delighted to hear about your positive experience with Bernadine. It’s great to know she made the process of getting your mortgage protection easy and stress-free. We aim to make everything as smooth and understandable as possible, so your recommendation means a lot! If you or anyone you know needs assistance in the future, don’t hesitate to reach out.Best Regards,LowQuotes Team
Malcolm C.
Malcolm C.
I was dealing with Rebecca today and she was a star. It was like talking to a friend over the phone, very clear with instructions and no hesitation when I needed something explained. Exceptional service!
Response from the owner: Hey Malcolm,We’re delighted to hear about your positive experience with Rebecca. It’s great to know she made the process feel so comfortable and explained everything clearly. We aim to provide exceptional service and ensure everything is easy to understand, so your feedback means a lot to us! If you have any further questions or need assistance in the future, don’t hesitate to reach out.Best Regards,LowQuotes Team
maureen A.
maureen A.
Colin was a great advisor. Clear and easy to understand. Cheaper and better cover than I expected
Response from the owner: Hey Maureen,We’re delighted to hear about your positive experience with Colin. It’s great to know he was able to explain everything clearly and secure a better cover than you expected. We aim to make the process as smooth and understandable as possible, so your feedback means a lot to us! If you have any further questions or need assistance in the future, don’t hesitate to reach out.Best Regards,LowQuotes Team
Breda C.
Breda C.
Shaun Young provided an excellent service and guided me through picking a suitable health insurance plan for my needs.Highly RecommendedBreda Crowley
Response from the owner: Hey Breda,We’re delighted to hear about your positive experience with Shaun. It’s great to know he was able to guide you through choosing the right health insurance plan for your needs. We aim to make the process as smooth and understandable as possible, so your feedback means a lot to us!If you have any further questions or need assistance in the future, don’t hesitate to reach out.Best Regards,LowQuotes Team
Marzena C
Marzena C
I had a pleasure to deal with Rebecca ,she was very professional, kind and helpful. She answered all the questions I had and offered me a good deal. I was very happy with everything.
Response from the owner: Hey Marzena,We’re delighted to hear about your positive experience with Rebecca. It’s great to know she was professional, kind, and helpful throughout the process and was able to offer you a great deal. We aim to make everything as clear and smooth as possible, so we’re thrilled to hear you were happy with the service.If you have any further questions or need assistance in the future, don’t hesitate to reach out.Best Regards,LowQuotes Team
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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.

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

Would you rather speak to an advisor?

Our award winning team is always here to help you.

What should you expect from a
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

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.

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.

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.

 

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.

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. 

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Career opportunities at LowQuotes.

Here at LowQuotes, we want to ensure that our clients receive the highest standards of service.  If you have a passion for connecting with people and aspire to thrive in a culture built on trust, integrity, dedication, and excellence, this could be the perfect fit. 

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Coronavirus Covid 19 Information

We would like to assure our customers that although this Worldwide Pandemic has struck our Nation hard, we are still here for our new and existing customers. All phone calls and emails will be dealt with accordingly.

In the unfortunate circumstance that a customer contracts COVID-19 and dies, our life policies would pay out in line with our usual claims philosophy.

All Consultations will be held by Phone or Online via Computer/Smart Device to remove face-to-face interactions and keeping in line with social distancing guidelines recommended by the Government.

We at Lowquotes.ie hope you, your family and your loved ones stay safe & healthy in this time.