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Financial Planning

Putting you in control

Book a free financial review

Helping you plan

We want to help you to build a better financial future for you and your family. What could be more important? Let us help you put your finances in order.

Whatever your goals, it pays to have the plans in place to help realise your dreams.

Click to view Schedule of fees and charges for Ulster Bank Life & Pension products provided by Irish Life Assurance plc.

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 Personal Requirement Savings Accounts.

Why financial planning ?

Nobody knows what's around the corner. And 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 you identify your needs without any obligation.

We also work with Irish Life so that we can bring you the products you may decide you need following a free financial review with one of our Financial Planning Managers. We can explain the pensions, protection policies and investment options available to help you meet your objectives.

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 Personal Requirement Savings Accounts.

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Book a free financial review

Booking your free financial review couldn't be easier!

You can either:

  • Complete our online form
  • Call our Financial Planning team on 1800 200 936 and we will arrange an appointment over the phone
  • Call in to your local branch, and one of our team will be happy to arrange a suitable date and time
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Financial planning

Book your free review today

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