Financial Planning - Overview
Plan for your lifetime in next to no time
You can't predict what the future holds, but we can help you plan for most eventualities. A free review with an Ulster Bank Financial Planning Manager will help you decide not only how you want your money to work for you, but also the best way to secure your financial future.
The review will cover:
- Personal and Family Protection
- Income Protection
- Retirement Planning
- Savings and Investments
We make banking easy
We recognise that your busy lifestyle may mean that you can’t visit one our branches during normal opening hours (which includes Saturdays in selected locations). As such, we are happy to arrange an appointment at a time and location most suitable to your needs.
To talk to one of our advisors between Mon – Fri 9-5 please telephone 1800 200 936.
Alternatively please email ~ Financial Planning RI with your contact details and one of our advisors will be in touch to arrange a suitable appointment.
Download the
Financial Planning Review brochure (PDF)
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.
