Plan, protect and invest

Next Steps:

Email us
Call into a branch
Or call us on: 0800 1697 192

Retirement planning

Goal: live well and retire happy

With sound financial advice while you’re still working, our financial consultants can help you achieve the standard of living in retirement that you have worked hard to achieve.

Protection

Goal: peace of mind for you and your family

As none of us can be sure what the future holds, it is very important to have the right protection plans in place. We can help you get the right cover in place within an agreed budget.

Investments

Goal: make the most of your finances

With our professional experience, we can advise you on an investment package to help you to reach your goals within a timescale that suits you. We can also talk to you about taxation on any of your existing or planned personal investments.

Talk to us

One of our financial consultants would be pleased to arrange a time to meet you.

Phone us on 0800 1697 192 or call into any First Trust Bank branch.

First Trust Bank introduces to First Trust Financial Planning Limited. First Trust Financial Planning Limited is an appointed representative of the following companies which are authorised and regulated by the Financial Services Authority for advising on and arranging the products shown: Legal & General (Portfolio Management Services) Limited (life assurance, pensions and investments) and Legal & General Partnership Services Limited (insurance).

First Trust Financial Planning Limited is incorporated in Northern Ireland. Registered Office, 4 Queen's Square, Belfast BT1 3DJ. Registered Number NI 026458.

First Trust Bank is a trademark of AIB Group (UK) p.l.c. (a wholly owned subsidiary of Allied Irish Banks, p.l.c.), incorporated in Northern Ireland. Registered Office, 4 Queen's Square, Belfast, BT1 3DJ. Registered Number, NI 18800. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. First Trust Bank is covered by the Financial Services Compensation Scheme, established under the Financial Services and Markets Act 2000.

First Trust Bank subscribes to the Lending Code and is covered by the Financial Ombudsman Service. Details of the Lending Code are available on request from any First Trust Bank branch or from the Lending Standards Board.

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The information regarding the products and services contained on the following pages is intended only for the residents of Northern Ireland. If you are not a resident of Northern Ireland it may be unlawful for you to receive this information.