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Welcome to One Plan Financial: Your Trusted Financial Partners

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You're here because you're looking for help, advice to help you navigate the complex world of finance. Whether you're trying to make sense of your pension or looking for ways to protect and grow your wealth, you've taken an important step. 

 

Why choose us? We believe in building relationships on trust and transparency, we are not here to sell you something you don’t need.  We want to empower you with tailored solutions and the insights you need to make informed decisions.  We will help you make expensive decisions like when to pay off your mortgage and how to pay for college.  We will help you retire well and advise the best ways to reduce your tax along the way.

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How can we help today?

financial planner cork

  • Identify and prioritise your financial goals 

  • Establish your current and future income requirements

  • Gain a greater understanding of the impact of your financial decisions

financial advisor glanmire

  • Find out the options for your savings

  • Advice on best account in line with goals

  • Risk Assessment

  • Jargon free investment advice

pension advisor cork

  • Start a Pension

  • Take control of an old Pension

  • See where you stand for retirement

  • Advice on changes you can make to retire better

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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