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Private Banking

Your Private Banking Team

This service is only available for existing customers

Ulster Bank Ireland DAC is no longer accepting any new application requests from personal customers.  There are some exceptions to this for existing customers, click here for further information.

It’s good to share a vision together

Private Banking is designed to help you spend less time on your finances while getting more from your money and life. From your first conversation, your Relationship Manager will discuss your goals and dreams, and help you work out the best financial strategy to get you where you want to be. They can also connect you with our network of qualified specialists as you need them. 

Support when and where you need us

Relationship Assistant Team

The Relationship Assistant Team is here to help with your day-to-day banking needs, such as: Account queries and arranging appointments with your Relationship Manager Ordering chequebooks, paying-in books and statements – and will ensuring prompt delivery Changing Standing Orders and Direct Debits Ordering foreign currency or drafts

Telephone banking

Private Banking offers you telephone access to a highly-trained team who can answer queries and handle tasks day or night. Making payments to someone else or another account Instant transfers between your Private account and other Ulster Bank accounts Manage Direct Debits and Standing Orders Paying bills (e.g. credit card, utility etc) Check account balance and recent transactions

Specialist advice and support

Our Specialist Advice Managers are qualified to provide you with advice and guidance to support your decision-making and plans for the future. They'll work with your Private Relationship Manager to help you identify the most effective ways of making your financial goals a reality. This service is complimentary for Private Banking customers.

Investment planning

We can help you design an appropriate investment strategy - including building your investment portfolio or funding your children's education.

Retirement Planning

We specialise in providing tax efficient solutions to both pension planning and exit strategies on retirement for business owners.   

Financial Planning Advisory Service

Our Financial Planning Managers will help you get to grips with your financial goals and show you how you could go about making them a reality.

Protect your family or business

We will work closely with you to understand your family’s estate planning needs as well as protecting you and your business or ensuring it’s survival in the event of a key person passing away.

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Ulster Bank Private Banking