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
To set up an appointment with a Financial Planning Manager – Phone 1800 200 936
Mon to Fri 9am - 5pm, calls may be recorded.
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.