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
- Find out about you
- Identify your needs
- Agree your priorities
- 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.