First steps in Financial Planning

Irish Life Financial Services (ILFS) can offer you a no obligation, free of charge, full financial review. This can be done face to face with a Financial Advisors at a time and place that suits you or over the phone/online with a TeleAdvisor. A typical Full Financial Review lasts about 45 - 60 minutes. There is no obligation to purchase and all information you give to us is private and confidential.

The review step-by-step

  1. Find out about you
  2. Identify your needs
  3. Agree your priorities
  4. Consider your options

What do you get?

You get a personalised report detailing your current financial status, and the steps needed to to help protect you and your family and planning ahead for the future.

About ILFS advisors

  • All Irish Life Financial Services advisors complete a thorough and comprehensive training programme.
  • Advisors are based all over the country who can meet you at your convenience.
  • They also have a team of teleadvisors who you can talk to you over the phone.
  • All new recruits are required to take Financial Planning Diploma examinations.
  • All advisors receive continuous professional development.
Irish Life Financial Service is a tied agent of Irish Life Assurance plc for life and pensions.
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