Financial Planning - Ulster Bank


Important Notice about Closure to New Business:

With effect from close of business 29 October 2021, Ulster Bank Ireland DAC will not accept any new application requests from personal customers. There are some exceptions to this for existing customers, click here for further information. 


Financial Planning

Take control of your financial future

No consideration of sustainability adverse impact statement

Ulster Bank Ireland DAC 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 Personal Requirement Savings Accounts.

Put your financial plans into action

Nobody knows what's around the corner, even if we are content with our financial position at the moment how would we cope with change tomorrow?

That's why it's important to plan ahead. To ensure today that you are protected and well placed to cope with what life throws at you in the future. Whether it's investing to grow your nest eggs in the longer term, putting in place life or income protection plans for your loved ones, or ensuring that you have what you need to enjoy your retirement on your terms, Ulster Bank is here to help.

We also work with Irish Life so that we can bring you the products you may decide you need following a free financial review.


From workplace schemes to personal pension plans, discover the different pension options available

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If you are looking for investment variety and the potential for your money to grow, we can help

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Life Insurance

Discover how you can protect the people that matter with our Life Insurance products

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Financial planning Next Steps
Talk to us

To arrange a free financial review


Call our Financial Planning team on 1800 200 936 and we will arrange an appointment over the phone

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