Helping you to take control of your money, plan for the future, invest wisely and minimise taxes.

HOW CAN WE HELP TODAY?

Pensions & Retirement

Helping you build a tax-efficient retirement strategy so you can enjoy financial security and flexibility in later life.

Death & Illness Insurance

Protecting you and your family financially by ensuring the right cover is in place should illness, disability or death occur.

Saving & Investing

Guidance on building a diversified investment portfolio aligned with your goals, time horizon and tolerance for risk.

Business Owners

Specialist advice for business owners on extracting profits tax-efficiently, protecting their income and planning for retirement.

Financial Planning

A comprehensive review of your finances to help you understand where you stand today and create a clear roadmap for the future.

Estate Planning

Strategies to help you pass on your wealth to the next generation in a tax-efficient and structured way.

WHAT OUR CLIENTS SAY

KATY

Karen was incredible to deal with from start to finish. She explained everything so clearly and we felt really reassured we were putting all the right plans in place for our financial future. I would highly recommend One Plan Financial.

JOE

I can't recommend One Plan Financial enough. The advice and service is second to none. Robert the financial advisor is a gentleman and would go out of his way to help you. If you need any financial advice this is your best place to call. Highly recommend 5 stars.

FIONA

I had an appointment with Karen in January and felt like I was starting the year in a much better position as a result. She is so knowledgeable and was able to help me put clear financial goals in place. Would highly recommend her to anybody looking for financial advice.

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ARE WE THE
RIGHT FIT?

We specialise in working with business owners and high earners who need more than generic advice; people who want to extract profits tax-efficiently, grow wealth intentionally, and protect what they’ve built. Before numbers or products, we focus on understanding your current position, your future goals, and the financial strategy required to bridge the gap.

Our advice is highly personalised. Every recommendation is built around your structure, your income, your timeline and your priorities - not a one-size-fits-all approach.

Example of diversification showing investments spread across multiple global companies instead of holding a single employer stock.

Are Company Shares too risky to hold?

“If you were given the cash value of those shares today, would you invest all of it in your employer’s company?”

3 Ways you could add Thousands to your pension fund

Your pension is one of the most powerful tools you have to build long-term wealth - but only if it’s set up and managed properly. Over the years I’ve seen too many people miss out on thousands of euro simply because their pensions weren’t invested in the right way, or they weren’t taking advantage of the available tax breaks. Here are 3 simple but effective ways to make sure your pension is working harder for you: 1. Review Your Investments Your pension isn’t just a savings

How to Be a Successful Investor: 6 Timeless Principles That Work

Investing isn’t about luck or timing the market. The most successful investors are not those who chase the next big thing - they’re the ones who follow a clear plan, stay disciplined, and make smart, consistent choices over time. Whether you're just getting started or looking to refine your strategy, here are six timeless principles that can help you become a successful investor. 1. Start With a Plan Success doesn’t happen by accident. A good investor starts with clear goals;

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