National Irish Bank Financial Planning Managers offer advice on investment opportunities available in the market.
Our Model is Based on
- Protecting Wealth – an assessment of current financial assets and income takes place with all of our customers to ensure that they are aware of the consequences of unforeseen life-changing events such as death or illness, and that a plan is in place to mitigate where possible.
- Generating Wealth – by reviewing cost of living patterns and disposable income, we help our customers assess whether appropriate income planning is in place for life cycle events, such as saving for children’s education or retirement. We then help them to determine how to best achieve these objectives, maximising all the available incentives, including tax.
- Growing Wealth – having seen and experienced phenomenal growth in personal wealth over the past decade in particular, we establish plans in conjunction with our customers to ensure that they continue to grow their personal wealth, but in an appropriately diversified manner taking into account their tolerance for risk versus reward, their income requirements, and specified time horizon.