Finance One Ltd. provides a professional, personal financial planning service, helping clients achieve their financial objectives tax efficiently. We are regulated by the Financial Regulator as an Authorised Adviser. This means that you get completely independent personal financial advice.

Our first job is to prepare a detailed financial health check concentrating on you and your financial goals. This ensures that all recommendations are in line with your needs. We will then deliver tailored solutions from across the available product range. Finally we will put a regular review process in place.

You & your family

• Life Cover
• Illness Cover
• Income Continuance
• Inheritance Tax Planning

You & your Business

• Retirement Planning
• Self-Investment Pension Fund
• Business Protection
• Staff Benefit Schemes
• Company Investments

You & your Money

• Lump Sum Investments
• Regular Premium Savings
• Capital Guaranteed Investments

Review your life and pension policies now

Build your portfolio with Finance One

Finance One will help you build a pension and investment portfolio to match your financial needs.  In assessing the building blocks of an investment portfolio we consider two factors:

Risk – The risk associated with different investment assets can be assessed by comparing how volatile they have been in the past.   
Correlation – In building our client portfolios we use as broad a range of asset classes as possible.  This means we can choose assets that behave differently to each other and have different investment cycles.  In this way we can smooth out portfolio returns over the long term.

Finance One has produced three standard investment portfolios to address the investment needs of many of our clients. 

For further information contact any of the Life & Pensions team on 01-6471200 or email info@financeone.ie