Our advisors are committed to helping people around Ireland achieve their financial goals.
Book an appointment with one of our financial advisors, virtually or in-person.
Financial planning meeting
At Irish Life Financial Services, we offer comprehensive financial planning and advice for business and high net worth individuals to help them protect and grow their wealth. Our qualified Wealth Advisor will work with you to create a personalised financial plan with practical strategies to stay on course to your goals. Your review meeting is complimentary and can be arranged at a time that suits you - in person or by video link.
Dependable investment partners
Multi-award-winning investment managers
80 years looking after the needs of people in Ireland
What to expect from your review meeting
Where are you now?
This is a snap shot of your current financial position.
• Earnings and outgoings
• Mortgages, loans and credit cards
• Savings, investments and pensions
• Protection / insurance plans
• Property and other assets
What are your future plans and goals?
Here we look at what’s next for you. What are the important life goals you still want to achieve? Whatever stage of life you’re at, your Wealth Advisor can help you identify the goals that really matter to you and create a plan to help you reach them.
Your personalised wealth plan
At the end of your meeting, you’ll get a personalised wealth plan with practical strategies and solutions to help you stay on course. There’s no obligation to make any decisions straightaway. You’re free to take your time and review the plan in your own time.
Meeting topics at a glance
Your current situation
Review your current financial position while exploring your short and long term goals. Identify any financial gaps and potential risks, and offer solutions to mitigate against them.
Protection for you and your family
Are your current insurance plans giving you and your family adequate protection?
Protection and succession planning for your business
Is your business protected against the loss of a key member due to injury, sickness, or death?
Investments and pensions
Take a look at your current investments and pension plans – could they be working harder?
Retirement goals
Talk about your retirement goals and tax efficient ways to achieve them.
Passing on your wealth
Estate planning and passing on your wealth to your loved ones.
Annual follow up meeting
Life happens and priorities change as time goes by - so we check in with you once a year to see
how you’re doing. A fresh look at your wealth plan can help you refocus on what really matters
so you can tweak things as you go. The best financial plan gives you options and the flexibility to
take a detour if you need to.
how you’re doing. A fresh look at your wealth plan can help you refocus on what really matters
so you can tweak things as you go. The best financial plan gives you options and the flexibility to
take a detour if you need to.
Free consultation
Want to talk to an expert?
What happens in your appointment?
Get an evaluation of your finances
Get answers to your questions
Get a free personalised plan
Get the right recommendations
“Use 60 mins to invest in your life, it’s time well spent on your future.”
- Linda Moran
Financial Advisor Irish Life
Irish Life Financial Services Limited, trading as Irish Life, is regulated by the Central Bank of Ireland. Irish Life Financial Services is an insurance intermediary tied to Irish Life Assurance for life and pensions.