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 1540 reviews
Roxanne S.
Roxanne S.
Great service, quick response, was very helpful in picking health insurance
Response from the owner: Hey Roxanne,We’re delighted to hear about your positive experience with our team. It’s great to know we could help you find the right health insurance and make the process quick and straightforward. We always aim to simplify the journey and ensure you get the best cover for your needs.If you ever need any further assistance or have questions in the future, don’t hesitate to reach out.Best regards,LowQuotes Team
Aisling M.
Aisling M.
Bernadine was consistently supportive throughout the whole journey applying for our mortgage. Even when it got stressful for us, Bernadine kept us grounded and on track.
Response from the owner: Hey Aisling,We’re delighted to hear about your positive experience with Bernadine. It’s great to know she was able to support you throughout your mortgage journey and help keep things on track, even during the stressful moments. We always aim to make the process as smooth and reassuring as possible, so your feedback means a lot to us!If you have any questions or need assistance in the future, don’t hesitate to reach out.Best regards,LowQuotes Team
Victor A.
Victor A.
I had an excellent experience with Low.ie. Maik who helped me was phenomenal, incredibly patient, friendly, and very helpful throughout the entire process. Maik took the time to explain everything clearly and made sure my wife and I got the best possible offer for life and illness insurance ⭐️ ⭐️ ⭐️ ⭐️ ⭐️.
Response from the owner: Hey Victor,We’re delighted to hear about your positive experience with Maik. It’s great to know he was patient, friendly, and thorough in helping you and your wife secure the best offer for your life and illness insurance. We aim to make the process as clear and stress-free as possible, so your feedback really means a lot to us!If you ever need further assistance or have questions down the line, don’t hesitate to reach out.Best regards,LowQuotes Team
Claire M.
Claire M.
Cormac was brilliant — friendly, patient, and really knew his stuff. Made sorting my life and assurance policy so much easier. Highly recommend!
Response from the owner: Hey Claire,We’re delighted to hear about your positive experience with Cormac. It’s great to know he was able to explain everything clearly and make the process of setting up your Life and Assurance policy so straightforward. We always aim to make things as simple 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
Conor
Conor
Low quotes were fierce helpfully in sorting out a policy, the agent I dealt with Alan was thorough and helpfully would recommend
Response from the owner: Hey Conor,We’re delighted to hear about your positive experience with Alan. It’s great to know he was thorough and helpful in getting your policy sorted. We always aim to make the process as smooth and straightforward as possible, so your recommendation really 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
Brian H.
Brian H.
Cormac who I dealt with was so helpful, friendly and if he didnt know the answer he went off and found out and actaully rang me back, which is very unusal from any customer swrvice in this day and age. All very effcient and everything was explained very clearly
Response from the owner: Hey Brian,We’re delighted to hear about your positive experience with Cormac. It’s great to know he went the extra mile to find the answers you needed and followed up personally. That’s exactly the level of service we aim to deliver. We’re also glad everything was explained clearly and efficiently for you.If you have any further questions or need assistance in the future, don’t hesitate to reach out.Best Regards,LowQuotes Team
Helena D.
Helena D.
Very helpful explained everything really well
Response from the owner: Hey Helena,We’re delighted to hear about your positive experience with our team. It’s great to know everything was explained clearly and that you found the process helpful. We always aim to make things as simple and easy to understand as possible!If you have any further questions or need assistance in the future, don’t hesitate to reach out.Best Regards,LowQuotes Team
Sarah D.
Sarah D.
Seamus is one in a million, he went way above and beyond to help us we struggled with getting mortgage protection and he put both of us at ease every time we got anxious his bubbley personality, humour and honesty made our journey a joy ,thank you again Seamus your amazing at your job 🎉🙏
Response from the owner: Hey Sarah,We’re absolutely delighted to hear about your experience with Seamus! It’s wonderful to know he went above and beyond to support you through the mortgage protection process and made the journey easier with his honesty and great energy. We’re lucky to have him on our team!If you ever need assistance again or have any questions down the line, don’t hesitate to reach out.Best Regards,LowQuotes Team
Geraldine M.
Geraldine M.
Thanks Aoife for taking the time and advice of best policy to take out
Response from the owner: Hey Geraldine,We’re delighted to hear about your positive experience with Aoife. It’s great to know she took the time to guide you and help you choose the best policy for your needs. Providing clear and tailored advice is exactly what we aim for!If you have any further questions or need assistance in the future, don’t hesitate to reach out.Best Regards,LowQuotes Team
J M
J M
I had the pleasure of dealing with Alan Broderick who supported me with finding the best rates for my few policies and plans and I even ended up switching. Not only was this guy professional, he was also very easy going, empathic, and just had a very good understanding of how to support me with the best advice and products for my hard earned little money. This is rare in today's world of ever rising costs! And despite my annoying phone calls and never ending questions, he still remained patient and helpful.If you're looking for an advisor who is driven and knows his stuff, then look no further. I would highly recommend this gem. Thank you Alan for all your help.Joyce M - Dublin
Response from the owner: Hey Joyce,We’re thrilled to hear about your experience with Alan! It’s fantastic to know he provided such professional and empathetic support while helping you find the best options for your policies. His patience and dedication truly make a difference, and we’ll be sure to pass along your kind words to him.We really appreciate you taking the time to share your feedback and recommendation. It means a lot to us.Best Regards,LowQuotes Team
isobel lawlor (.
isobel lawlor (.
We found Colin to be friendly, easy to deal with and very imformative.He explained every thing clearly and made sure we went with a policy that suited our needs.Would highly recommend
Response from the owner: Hey Isobel,We’re so glad to hear you had such a great experience with Colin. It’s wonderful to know he explained everything clearly and helped you find the policy that best suited your needs. Providing friendly and informative service is what we aim for, so your feedback means a lot.Thank you for your recommendation, we’ll be sure to share your kind words with Colin.Best Regards,LowQuotes Team
Elena A.
Elena A.
As first time buyers,we choose LowQuotes for our mortgage and life insurance and we are very happy that we did ,because from the very begining until the end Aoife Morgan guide and help us to choose the best offer for us .She help us with everything and answear to our questions in a very friendly and profesional way.We highly recomend her to help you on your way.
Response from the owner: Hey Elena,We’re so pleased to hear about your great experience with Aoife! As first-time buyers, we know how important it is to have someone who can guide you through every step, and it’s wonderful to know she made the process smooth and stress-free for you.We’ll be sure to pass along your kind words, she’ll be delighted to hear them! Thank you for recommending us and for trusting LowQuotes with your mortgage and life insurance journey.Best Regards,LowQuotes Team.
Kelley M.
Kelley M.
I highly recommend! Rebecca was fantastic, so kind and easy to talk to. She made the process easy and explained everything to me clearly. It was easy to get in touch when needed and Rebecca was so professional with returning calls etc ! Thank you so much
Response from the owner: Hey Kelley,We’re delighted to hear about your positive experience with Rebecca! It’s great to know she made everything easy to understand and was always available to help when needed. Clear communication and care are exactly what we strive for, so your feedback means a lot.Thanks so much for recommending us. We’ll be sure to pass your kind words along to Rebecca!Best Regards,LowQuotes Team
Debby S.
Debby S.
Rebecca Sharpe was excellent to communicate with. She explained the purpose and process of acquiring life insurance (as part of a mortgage application) so well. She was honest and helpful in answering all my questions. She was very knowledgeable and gave a range of options so I could get the most appropriate package for my personal situation. I would highly recommend her and LowQuotes as a result. Thanks!
Response from the owner: Hey Debby,We’re delighted to hear about your positive experience with Rebecca. It’s great to know she explained everything clearly and helped you find the most suitable life insurance package for your situation. We always aim to make the process as simple and transparent as possible, so your feedback means a lot to us.Thank you for your kind recommendation, we’ll be sure to pass your lovely words on to Rebecca.Best Regards,LowQuotes Team
Carmel S.
Carmel S.
Had great help from ColinSet up my life insuranceEasy no hassleThanks again
Response from the owner: Hey Carmel,We’re delighted to hear about your positive experience with Colin. It’s great to know he made setting up your life insurance easy and hassle-free! We always aim to make the process as smooth 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
Michael M.
Michael M.
Rebecca has been dealing with us over the past few days. Professional, friendly and Genuine are words that come to mind when describing the customer experience. Very helpful throughout and would recommend this company going forward due to Rebecca's help.
Response from the owner: Hey Michael,We’re delighted to hear about your positive experience with Rebecca. It’s great to know she was professional, friendly, and genuine throughout the process, and that her support made such a strong impression.We aim to make every interaction helpful and straightforward, 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
Stephen D.
Stephen D.
I've been dealing with Seamus who helped me. Have to say, his professionalism, patience and his knowledge was fantastic, such an easy guy to talk to. Ended up going through Seamus and id absolutely recommend him. I hope this review gets to his manager, great guy! Thanks Seamus
Response from the owner: Hey Stephen,We’re delighted to hear about your positive experience with Seamus. It’s great to know he was able to guide you through the process with such professionalism, patience, and knowledge. We’re thrilled to hear how easy he made everything for you, we’ll be sure to pass your kind words along to him!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
Shauna D
Shauna D
Had a very positive experience speaking with Rebecca Sharpe today, she was very helpful in discussing my options and made sure I understood the policy that I was getting and was very patient in answering any questions that I had. Highly recommend this service.
Response from the owner: Hey Shauna,We’re delighted to hear about your positive experience with Rebecca Sharpe. It’s great to know she took the time to explain your options clearly, ensure you fully understood your policy, and answer all your questions with patience and care.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
John A.
John A.
Highly Recommend, Dealing with Rebecca was fantastic.
Response from the owner: Hey John,We’re delighted to hear about your positive experience with Rebecca. It’s great to know she was able to explain everything clearly and make the process smooth for you. We aim to make every step as straightforward and stress-free 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
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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.

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. 

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. 

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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.