At PTSB, we are committed to helping you manage your financial wellbeing. It’s never too early, or too late, to put plans in place for your financial future.
We’ve partnered with Irish Life to help you manage your money and plan for your future. A Financial Planning Meeting is a personal evaluation of your finances, needs and goals, aimed at finding ways to improve your financial wellbeing.
Benefits of a Financial Planning Meeting
- Understand your finances: You and your expert Financial Advisor will review all aspects of your finances, including income, savings, expenses and debts.
- Plan for your future: Your Advisor will discuss areas where you could improve your financial wellbeing. Depending on your needs, they can cover Life Insurance, Pension, and Investment needs to ensure you’re on track for the future.
- Feel in control of your finances: After your review, you’ll receive a personalised plan with your Advisor’s recommendations. Your Advisor will also be on hand to adjust your plan over the years, as your needs change.
Talk to an expert Financial Advisor
- We’ve partnered with Irish Life to bring you this complimentary service.
- Your Financial Advisor will meet you at your local branch or through an online video call.
- After your review, you’ll get your personalised plan from your Advisor.
Book an appointment today
Not sure what to bring to your Financial Planning Meeting?
See our checklist to ensure you come prepared.
If you're reviewing your finances, but you're not ready to book an appointment, you can call us on +353 (1) 215 1390 to find out more about the review and next steps. Lines are open 9am to 5pm, Monday to Friday (excluding Bank Holidays).
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.
