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.

Meet the Expert Team

Get Your Financial Plan

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

David HurlDavid Hurl ★★★★★ Dealt with Conor and he was great walking me through the stepsMade the process super easy and informativeJordan LipperJordan Lipper ★★★★★ Excellent service, I dealt with Richard Westman and from the very beginning he took care of me and answered all my questions and was very patient with me while he took to time to explain everything to me . Highly recommended 👌Ashlinn CumminsAshlinn Cummins ★★★★★ Dylan has been incredibly helpful and friendly throughout the whole process of obtaining life assurance. He has been able to guide me and given great advice in an area I know nothing about, and has been brilliant in helping with any questions I have had since. Couldn't recommend more highlyMinjeong KimMinjeong Kim ★★★★★ I got both IP and SIC from Niall. I'm extremely satisfied the result I have now. He answered all my questions without judgement for me to choose the right option. I can't recommend him enough. Thanks Niall.thomas chawkethomas chawke ★★★★★ Excellent service, Richard was very helpful in helping us set up our life insuranceKaren O'FlahertyKaren O'Flaherty ★★★★★ Colin is informative and very helpfulNo hesitation recommending Colin and Low Quotes.ieJamie MurnaneJamie Murnane ★★★★★ Richard couldn’t have done anymore for me if he tried . Extremely helpful and tried his best to stick to my budget and give me the best deal in the meantime. It took a few days but he was persistent and got me sorted. Super understanding and helpful. Thanks Richard .Darragh O BrienDarragh O Brien ★★★★★ After speaking to Seamus me and my partner were reassured about what our options were together, he answered all our questions and he was an absolute pleasure to deal with. Would highly recommend getting in touch over the phone for your plan.Richard BulfinRichard Bulfin ★★★★★ Fantastic service from our broker Bernadine. She made the process of getting a mortgage easy and stress free. We would have struggled by ourselves as our house was not a straight forward buy. Highly recommendAamir BanderkerAamir Banderker ★★★★★ We applied for our life insurance through them. Richie is an amazing advisor. He explained the quotes and policy documents in great details. He was also good in advising on various products that would cater our precise requirements. We spoke couple of times, each time he explained the policy in great detail. I would highly recommend LowQuotes and thanks to Richie for helping us set up our policy.Ramy MorsyRamy Morsy ★★★★★ Great company!Had an outstanding support and experience working with Niall.One of best customer experience you can get out there!Holly CaulfieldHolly Caulfield ★★★★★ We used Low Quotes to get life insurance and I'm really happy with the service. We spoke with Colin who was really great and super helpful and explained everything fully to us in detail and answered all our questions. I'd definitely recommend anyone to use them.Alan McAdooAlan McAdoo ★★★★★ Excellent serviceGeorge HannemanGeorge Hanneman ★★★★★ Helpfull and a great expirienceC MC M ★★★★★ Look no further than I can’t recommend Richie Westman enough. He was incredible while working with us. Even though there was a lot of delay and back and forth from our end, he was extremely patient and accommodating. He made sure we had all the information we needed even if it meant repeating things to us a multiple times.If you’re starting your first time mortgage journey, Richie is the the guy you’d want to talk with. Well done Richie and thanks a ton!Alexandra MolnárAlexandra Molnár ★★★★★ Had an amazing experience with Richie Westman. He was patient, super accommodating, and very clear on his explanation when I had questions. I really appreciate his time and expertise, his help will certainly alleviate the some of the stress involved in securing a mortgage.Jennifer MulhollandJennifer Mulholland ★★★★★ Had an outstanding experience with Low Quotes, especially with Alan, while arranging mortgage protection. Alan's professionalism and assistance made the process incredibly smooth. His proactive approach alleviated our stress, as he went the extra mile to stay in touch and ensure we had all necessary documentation to finalize our mortgage. Highly recommend Low Quotes without hesitation.guddu sonuguddu sonu ★★★★★ I would rather not think of any other company to deal with Life insurance and Mortgage protection. I dealt with Seamus who really helped me understand the process as I was a newbie, by providing an exceptional service and information. 100% friendly experience and a very smooth process.Louise KelleherLouise Kelleher ★★★★★ I cannot speak highly enough of Bernadine Day. Our mortgage journey was not a straightforward one and I can honestly say we wouldn't have gotten through it without Bernadine's help. She pointed us in the direction of the right lender for us and guided us through the process with professionalism and empathy. Her knowledge, expertise and kindness are unparalleled. She was always available by message or by phone to answer any questions we had or to assuage any anxieties we had. She dealt with our lender on our behalf and was always prompt in relaying messages from them and in passing on any requests they had for documentation. Bernadine was so helpful too in explaining the different jargon and terminology we weren't used to. She will always have our gratitude for guiding us through the journey and into our dream home.Kind JewelsKind Jewels ★★★★★ There is no other mortgage broker like Bernadine Day. Our mortgage journey was not the most straightforward, and having Bernadine on our side through it all was a blessing. She has vast experience and a can-do attitude ~ she is the reason my partner and I have this mortgage.If you are beginning your mortgage journey, chat to Bernadine. You will be in the best hands possible.10/10, highly recommended.Barry BrownBarry Brown ★★★★★ Richard Westman and the team are LowQuotes are super helpful. Really helped us get the best deal on Mortgage Protection very efficiently. Very professional and easy to deal with.leah holohanleah holohan ★★★★★ I had recently inquired about life Assurance in January and I had Richard Westman looking after me, I would highly highly recommend Richard, he was great to work it, he was keeping me in the loop and helping me get the best quotes of cover. I am delighted with the deal he got me and I would definitely come back for anything else I want to add or any queries I would have.Michael CassinMichael Cassin ★★★★★ Very Good company to deal with, we dealt with Seamus who gave us clear easy to understand information and was very reassuring when we had questions or requested clarity on any issues if we had. Overall would recommend this company to anyone who is looking for any quote's. Thanks again Michael and AmandaAngela DoyleAngela Doyle ★★★★★ Very good company to deal with. we dealt with Seamus who gave us clear easy to understand information and was very reassuring when we had questions or requested clarity on issues. Overall would recommend this company to anyone who is getting a mortgage Protection life cover, or anything they are the best to deal with I won't be changing again. Thanks so much for a fantastic team. 😀😀😀Rebecca NicholsonRebecca Nicholson ★★★★★ Richard Westman was extremely helpful and efficient when sorting our life cover. He also was really friendly which made the experience even better. Thank you!Margaret MorrisseyMargaret Morrissey ★★★★★ Bernadine Day worked tirelessly to remortgage my home. At times it was difficult to navigate due to my complicated housing portfolio but Bernadine`s support and efficiency guided me through the rough waters. She really does go above and beyond to help achieve the best rates for her customers. I are hugely grateful to her. Bernadine`s communication is always clear and concise and no issue is ever too big for her to assist with. Thank you for your help, I will no doubt be back if I purchase again.Date of experience: March 2024abhineet kushwahabhineet kushwah ★★★★★ We got best quotes from LowQuotes. Whole process was easy and hassle free because of Advisors (Alison Fitzpatrick). She was every helpful and responsive for each query.Sweeter than HoneySweeter than Honey ★★★★★ Richie has been very thorough with the details of the mortgage protection that we are hoping to avail. He let us understand how the benefits can impact us in the most simplest terms. Furthermore, he was tactful and patient with every queries we asked. Well done, Richie.Thank you.Behnam RavanBehnam Ravan ★★★★★ I have to say absolutely my pleasure to work with this company they're amazing people and so helpful they're the best of the best 👌 👍kara heriotkara heriot ★★★★★ Richard Westman was incredibly helpful, reassuring and listened to what my needs were. It was a very smooth process and delighted to have taken out Life Cover that suits our families needs.Holly MurphyHolly Murphy ★★★★★ Get service - honest & informative. Highly recommendmackieboy1989mackieboy1989 ★★★★★ Had a great experience. Richie my advisor was on hand to answer any questions. He was also very responsive and found the best solution for my specific needs in a timely fashion.I intend to use Richies services again and will be recommending to family and friends.Darren Mc NamaraDarren Mc Namara ★★★★★ Richard was very helpful in the process of our application he made everything straight forward for us, we would recommend him to others goin' forward.Chee Keong PhungChee Keong Phung ★★★★★ Amazing service from Richard Westman!!Highly recommend Richard if you are looking for mortgage protection and other insurance.He is so helpful.Couldn’t recommend him enough 10/10Sophie RigneySophie Rigney ★★★★★ Couldn't recommend low quotes enough Richie Westman was our advisor and nothing was a problem, he got our policy up and running without any issues, kept in touch with us throughout the process to let us know how things were going and he was very efficient. We are so happy this process was made so easily and puts our minds as ease for our future!!kelvin Akhabuekelvin Akhabue ★★★★★ My life cover protection was so easy the way Fiona took me through the process and I thanks her now I am fully cover for my family.I will highly recommend anyone to LowQoutes and for any assistance.Thank you Fiona RobinsonGary WalshGary Walsh ★★★★★ Highly recommend speaking to Richie if you are looking for mortgage protection. Myself and my wife were delighted with the service from Richie, so efficient and easy to deal with! 10/10Sinead McGuinnessSinead McGuinness ★★★★★ Richie was so professional but friendly and helped me through my application and was super helpful. I would have no hesitation in recommending lowquotes to friends and familyCherry Berry BlossomCherry Berry Blossom ★★★★★ Easy to choseEasy to navigateQuote very fastRachel MartinRachel Martin ★★★★★ Amazing Service!!! Colin was knowledgeable, helpful and an absolute pleasure to deal with. He explained the polices available and listened to what i needed. Highly recommend.John Paulo EbonJohn Paulo Ebon ★★★★★ The process of setting up an insurance policy in this website is very easy to understand and user friendly. I will definitely recommend this to my friends and family.Manuel BraticicManuel Braticic ★★★★★ Very friendly and professional agent. Covered all my questions and gave all answers with best quote for my needsMia SweetmqnMia Sweetmqn ★★★★★ Excellent service .. dealt with Joe who was so helpful & explained in detail everything we needed to know.. very professional. Would highly recommend. Thanks again Joe 😊 Karina & DamienEdina NemethEdina Nemeth ★★★★★ We were dealing with Amanda Buckley. From the first moment Amanda has been extremely hepful, professional and efficient. Her kind and positive attitude just made the whole process easier and smooth. I would definitely work with her again and 100% recommend her everyone who's looking for a great financial advisor.Gcinangaye GamaGcinangaye Gama ★★★★★ What a great team.. had a great time and much informative advise from Joe O Shaughnessy, who took me through the whole stages and gave me the best advisejs_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.

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

Step 2


Step 3

The Financial Plan

Step 4


Step 5

Progress & Updates


Financial Planning Videos

Cashflow (Financial) Planning

Your Secure Online Portal

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

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