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Useful information

Financial Planning - Overview

We want to help you to build a better financial future for you and your family. What could be more important? Let us help you put your finances in order.

Why Financial Planning?

Financial Planning illustration

Whatever your goals, it pays to have the plans in place to help realise your dreams.


Financial Planning review

Take control of your finances with our
complimentary no-obligation review, complete
with sound financial advice.

Preparing for your appointment

Get more from your appointment with a little preparation.
Just follow these simple steps.

Contact us:

Call 1800 200 936 (Lines are open Monday to Friday, 9am to 5pm)

Click to view Schedule of fees and charges for Ulster Bank Life & Pension products provided by Irish Life Assurance plc.

Ulster Bank Ireland Limited is a tied agent of Irish Life Assurance plc. for life insurance plans (including life assurance, specified illness cover, income protection, savings, investments, pension plans) and PRSAs.