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.

SEAN

I can highly recommend One Plan and Karen in particular. Her expertise, on-going support and efficiency has been invaluable in helping me navigate the many complexities of my pension options! As I am now retired I have great peace of mind knowing I have Karen's expertise to call on

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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.

Budget 2027: What Does It Mean for Your Money?

The Government has announced Budget 2027, with changes across income tax, investments, inheritance tax, pensions, housing, childcare and the cost of living. While there is plenty of detail in the Budget, we have picked out some of the key changes that are likely to have the biggest impact on your personal finances. More of your income will be taxed at 20% One of the main announcements is an increase in the point at which workers begin paying the higher 40% rate of income tax.

How Much Do You Need to Retire in Ireland?

A recent survey found that Irish workers believe they will need an average of €41,000 a year in retirement, with 97% saying they don't expect the State Pension alone to provide enough to live on. The challenge is that while many people have an idea of the income they'd like in retirement, far fewer know whether they're actually on track to achieve it. The amount you need to save depends on a range of factors, including when you start saving, the lifestyle you want, your expe