Useful information

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 028 9027 5795.

Mon to Fri 9am - 5pm, calls may be recorded.