At PTSB, we committed to working with you to help manage your financial wellbeing. We’ve partnered with Irish Life to help you manage your money and plan for your future. It’s never too early, or too late, to put plans in place for your financial future.
A financial review is a personal evaluation of your finances, needs and goals, helping you find ways to improve your financial wellbeing.
The first step to improving your finances is understanding them.
Your Advisor will then discuss areas where you could improve your financial wellbeing.
After your review, you’ll get your personalised plan from your Advisor.
Arrange a Financial Review with an expert Financial Advisor to create a financial plan for you. Your Financial Advisor will arrange to meet you at your local branch or through an online video call.
