It’s never too late, or too early, to put plans in place for your financial future. A conversation with our expert advisors during our Financial Planning fortnight can help you understand where you are today, what you want to achieve next, and the supports available to help you get there.
During your appointment, we’ll take the time to understand what matters to you and help you consider practical next steps. You do not need to have everything figured out before you speak to us. The appointment is a chance to talk, ask questions and get personalised guidance.
Book a one-to-one appointment with our expert advisors for a time that suits you or drop into your local branch. We’ll talk through what you want to achieve, help you understand your options and explain what the next step could look like.
Book a Financial Planning Meeting at a time that suits you to take a personalised look at long-term planning like pensions, Investments and protection.
Book a Savings or Deposit Account appointment during the fortnight or drop into your local branch. Can’t make it? Book an appointment at a time and date that suits you.
Financial planning appointments are provided for guidance and discussion. Any products or services discussed will depend on your individual circumstances, needs and eligibility. Pensions and investment products may be provided by Irish Life, where applicable. Relevant terms, conditions, charges, risks and tax rules may apply.
Qualifying criteria, terms and conditions apply. Permanent TSB plc is tied to Irish Life Assurance plc for life and pensions products. Irish Life Assurance plc is regulated by the Central Bank of Ireland. Permanent TSB trading as PTSB is regulated by the Central Bank of Ireland.
