Financial Review
Take a fresh look at your finances.
Benefits
Plan for your financial objectives
Your review will focus on what’s important to you. Whatever your aims for your money, we can help you to create a plan for how to achieve them.
The review is free and confidential, with no obligations. Plus it only takes around 45-60 minutes.
What a financial review will cover
In a review you take a broad look at your finances with a Financial Advisor. It covers:
- Business savings and investments
- Retirement plans
- Any protection you have in place
Once we have an idea of where you stand, we can make recommendations to help you plan for the future.
Your personalised report
You'll get a personalised report after the meeting with a record of what we discussed and our recommendations. We can help you to act on these straight away, or you might use them to make plans for later. Whatever suits you best.
Financial review at a glance
- No obligations
- Only takes 45 - 60 minutes
Arrange your review
Book an appointment for a review with one of our Financial Advisors, or drop into your local branch.
Regulatory notice
| WARNING: The value of your investment may go down as well as up. |
Allied Irish Banks, p.l.c. is tied to AIB life for life and pensions business. Allied Irish Banks, p.l.c. is regulated by the Central Bank of Ireland. Saol Assurance d.a.c., trading as AIB life is regulated by the Central Bank of Ireland. Allied Irish Banks, p.l.c. has a 50% holding in Saol Assurance d.a.c.
