Financial Planning

We all have different financial goals depending on our lifestyles.
The success of achieving our financial goals depends on the financial plan.

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

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Financial Planning
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We use state of the art online systems, allowing you to visually compare your current financials to your potential future financials using cashflow planning in your secure portal. Pairing this with award winning financial advisors, you're in good hands.

Google Reviews

Uday BashaboinaUday Bashaboina ★★★★★ Best deals for mortgage protection. I recommend "low quotes". Time saver as there wont be any queue/call waiting if you want to talk to them. It is a direct phone which rings and they answer straight away. Talking to Alison was really great to deal with. Money saver compared to other insurance providers.Trisha FallonTrisha Fallon ★★★★★ Found Low Quotes very easy to deal with, very informative and communication regarding every aspect excellent especially staff member Michael.Jack ColdrickJack Coldrick ★★★★★ I reached out to LowQuotes.ie in relation to securing mortgage protection. I spoke with one of their financial advisors - Colin Bailey who was incredibly helpful, insightful and transparent. I'm not well versed on these things and he took the time to explain everything in detail and ensure I was comfortable moving forward. Thank you Colin! I'd highly recommend LowQuotes.ie.norman murraynorman murray ★★★★★ Very happy with my policy through lowquotes...was dealing with Dylan who was very helpful in every aspect and went up and beyond to help me out and get the best policy possible to suit me...will definitely be recommending family and friends to deal with Dylan.Thanks again for all your help Dylan your a great asset to lowquotes 🙂Cameron ElliottCameron Elliott ★★★★★ In a generation where trust and loyalty isn’t everyone’s first priority. I have never felt more looked after in regards to insurance advisory and future planning than in the very capable hands of Mr Dylan Cadwell. A 5 star service from the beginning this is a man who is passionate and driven in giving truly a first class service to all his clients and potential clients no matter what the circumstances or obstructions might be. All I can really say is that if you’re not on board now, it’s time to get the ball rolling before it’s too late, Dylan Cadwell is a true professional who won’t let this opportunity get away.kevin braneykevin braney ★★★★★ I recently had the pleasure of working with Dylan, my financial advisor, and I couldn’t be more grateful for his expertise and guidance. He helped me set up a health care plan that perfectly suits my needs and those of my two kids. Dylan’s knowledge and professionalism were evident throughout the process, and he patiently answered all my questions. I highly recommend Dylan for anyone seeking financial advice and assistance. Thank you, Dylan, for your outstanding service!MartinMartin ★★★★★ I would like to thank Richard from lowquotes for helping me find mortgage protection, I was very stressed because I was refused already but Richard made everything stress free and as I work office hours it was no trouble for him to arrange a meeting to suit my needs, everything was done efficiently and smoothly and all email communication was quick, thanks for your help Richard it’s really appreciatedCian ReddyCian Reddy ★★★★★ Dealt with Dylan Cadwell , incredible attention to detail and customer service. Unbelievably helpful from the get to and made the process so easy. Will definitely be going back and dealing with this company and with Dylan again.Sheehan SinhaSheehan Sinha ★★★★★ Had a really great experience with low quotes. Big shout-out to Richard Westman who was extremely professional and helped us through out mortgage protection process very easily. We didn't have to worry about anything. I would recommend low quotes and go through Richard. Really great guy and extremely helpful.Aaron SheehanAaron Sheehan ★★★★★ Finally got some great help getting insurance, thanks so much with your help guys and Dylan cadwel you were great over the phoneLeanne MullenLeanne Mullen ★★★★★ Amazing service provided by Dylan Cadwell! Extremely professional and thorough experience throughout the whole process of implementing my cover! An absolute gem and went over and beyond to get me the best cover! I have recommended Low Quotes/ Dylan Cadwell to all my friends and family! Thank you Dylan for all your help!Eoghan FarrellEoghan Farrell ★★★★★ Dylan Cadwell was very helpful today couldn’t recommend him any more!Michelle GaviganMichelle Gavigan ★★★★★ Dylan Cadwell was very helpful and thorough in helping me find the best level of cover and protection. His advice and knowledge was fantastic and I am very happy I committed to speaking to low quotes !Luke ByrneLuke Byrne ★★★★★ Dylan provided outstanding financial advice, and the experience of dealing with him was truly enjoyable. Highly recommend his services!Marcin LisMarcin Lis ★★★★★ I contacted LowQuotes.ie today looking for a professional financial advice and it is safe to say that I received just that. Dylan Cadwell has outdone himself and walked me through every little bit of information that was relevant to my situation and made it very simple and easy to understand. I couldn’t recommend LowQuotes and Dylan more to anyone looking for a financial advise. Thank you!Cody McGrathCody McGrath ★★★★★ Great service particularly from my financial advisor Dylan Cadwell. One of the best in the businesseimear sherwineimear sherwin ★★★★★ I would just like to thank the team at low quotes for helping me get the perfect policy in place for me and my family, our financial advisor Dylan Cadwell in particular who tailored a policy to suit out individual needs! The service and wealth of knowledge was next to none! I would highly recommend Dylan and low quotes to anyone!ornaith o'riordanornaith o'riordan ★★★★★ We dealt with Colin and he was absolutely brilliant. Everything was explained perfectly and quickly and he made the process of getting our mortgage protection so quick and easy.Would 100% reccommend LowQuotes.ie and ask for Colin!Adam HollandAdam Holland ★★★★★ Very nice people to work with. Would recommendMarie-Lou DempseyMarie-Lou Dempsey ★★★★★ Great service from Colin Bailey who patiently covered all the options and answered all my questions, Mortgage protection cover sorted!Jeomerly-Anne ChicoJeomerly-Anne Chico ★★★★★ Many of my colleagues advised me to take a Life Insurance Policy. LowQuotes Colin Bailey helped me and my partner understand our needs and is very patient with our queries. Highly recommended.Mark ReynoldsMark Reynolds ★★★★★ What a great service and well educated staff highly dedicated to meeting my needs most notably Dylan Cadwell's exceptional attention to detail while providing services was truly commendable.His thoroughness and precision not only instilled confidence but also ensured that every aspect of the financial process was handled meticulously. I highly appreciate his commitment to delivering a service marked by keen attention to detail. His knowledge expands over a wide range of areas and I wish you luck in your future endeavours.Thank youPaulo SousaPaulo Sousa ★★★★★ I recently had the pleasure of engaging with Dylan for insurance and mortgage protection services, and their commitment to outstanding customer service exceeded my expectations!When I reached out to inquire about insurance and mortgage protection options, he demonstrated an unwavering commitment to providing exceptional customer service with personalized attention, clear communication, and expertise.I confidently recommend Dylan to anyone seeking reliable and customer-focused insurance and mortgage protection services. His dedication to providing exceptional customer service truly sets them apart!laura fetherstonlaura fetherston ★★★★★ I dealt with a lovely man called Richard. He was very accommodating to suit me and my husband with a call back . He got us a great deal . We are very happy with what he helped us pick .Fiona JessupFiona Jessup ★★★★★ Richard was so helpful and explain the different policy we could go for. He was very patience with questions and gave get advice. Would definitely recommend him. Everything set up in no time and feel much happier now for the future. Thanks againjs_loader

What is Financial Planning?

Financial planning is a comprehensive and strategic plan that helps you manage your finances in order to achieve your financial goals. A financial plan safeguards you against life’s surprises and it can help you to save for a mortgage, an emergency fund, your retirement, or your children’s education.

Low Quotes is a market-leading online insurance broker that provides the best financial planning in Ireland. Our role is to guide you on how to manage your finances and have an effective plan projecting many years into the future.

GET YOUR FINANCIAL PLAN

Our Financial Plan

  • We will work alongside you to create a Financial Plan that's built around you or your companys goals.
  • Placing a solid Financial Plan in action now with specific goals and milestones will ensure you are financially where you want to be later in life.
  • People that don't have a Financial Plan in place rarely reach their Financial goals. Don't have this regret.

Your Financial Plan will include

Most importantly you will receive a Financial Plan that will visually outline how to easily achieve all of your Financial & life goals.

Plan For

  • Accumulating wealth

  • Home renovations or improvements

  • Children's education

  • A new home

  • Upgrading your car

  • Your annual holidays

  • Unexpected illness, death or loss of income

Achieving these without a Financial Plan is extremely difficult. Get planning today and make these goals a reality for you and your family.

The Financial Planning Process

Step 1

Gathering Information

We get to know you, your financial goals and an understanding of when you wish to achieve your goals.

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Step 2

Analysis

Using our award-winning state of the art online platform, together we will perform an in-depth analysis of your current financial circumstances.

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Step 3

The Financial Plan

We will present a bespoke financial plan unique to you, with easy to understand visuals, ensuring that you are on track to achieve all your financial goals for the future and explain it all without any financial jargon.

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Step 4

Implementation

Once you're confident in your plan, we will liaise directly with our partners to implement any required changes to ensure your financial goals are achieved.

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Step 5

Progress & Updates

We will then track and monitor your Financial Plans' progress. At Lowquotes we understand that as life changes, so do your goals. Your Financial Plan will change too, to match your new goals. Rest assured we will be ready to adapt your plan to suit your changing needs. We will work around your busy schedule and be there for you when you need us most.

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Financial Planning Videos

Cashflow (Financial) Planning

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Financial Planning Articles

Why everybody needs a Financial Plan
Financial Planning

Why everybody needs a Financial Plan

Financial Planning isn’t all about budgeting, investing or saving money. It’s about putting every aspect of your personal life together and ....

Read more
Life events to consider a Financial Plan for
Financial Planning

Life events to consider a Financial Plan for

Whether it's your first mortgage, your wedding or a child's wedding, cost of education or planning to expand or start a business.....

Read more

Our Business Partners

Zurich
Aviva
Royal London
New Ireland
Standard Life
ITC
Seniors Money
Conexim
BCP
Wealth Option
Finance Ireland
Haven
Helping you design
the future you want

Building a strong relationship with our clients throughout their lifetime is our core value.
We believe it’s essential for every aspect of a clients financial outgoings be planned & managed carefully such as cashflow, mortgages, protection, retirement & investments. 

This ensures a clients financial goals can be effectively met. 

If you have a specific requirement in mind – we also have specialist advisors in each financial product willing to assist you.

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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.

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