Before we recommend the type of financial product or products that will help you reach your goals, we need to review your current financial arrangements and understand your aims for the future.

Our complimentary no-obligation review lets us get to know you better. It's also a chance for you to think about your financial aims. Our experts will be able to help you identify your goals using their experience of helping many people just like you.

How it works

To get things started, contact us and set up a meeting with our Financial Planning team.

1. We can meet you at your local Ulster Bank branch at a time that suits you best - some of our branches are even open on Saturdays.
2. It only takes us about 45-60 minutes to get to know you, your financial position and your goals
3. We'll set out a personalised recommendation of what we believe you need to do, and we'll explain the reasons behind it
4. You're under no obligation to accept our recommendations. But if you do, we'll help you every step of the way
5. Once everything's in place we'll confirm the arrangements we've made and the reasons for them, in writing

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.