Financial planning meeting
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?
What are your future plans and goals?
Your personalised wealth plan
Meeting topics at a glance
Your current situation
Protection for you and your family
Protection and succession planning for your business
Investments and pensions
Retirement goals
Passing on your wealth
Annual follow up meeting
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.