Caroline CrowleyCaroline Crowley – Senior Advice Specialist
Phone: 0871122230
Caroline.Crowley@boi.com

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In Bank of Ireland we recognise that senior customers are diverse and have varying goals and priorities which may include having confidence about basic yearly living, to healthcare, to intergenerational transfer. With this in mind Bank of Ireland Wealth Advice & Distribution has established a Senior Advisory Model with a dedicated team of highly skilled professional Senior Advice Specialists. This new model is the first of its kind for Bank of Ireland enabling our senior customers to thrive.

My role as a Senior Advice Specialist working in the Bank of Ireland Senior Advisory Team is to support our senior customers through their pivotal later life moments, so that they can enjoy the benefits of their wealth in the present; build their wealth to enable their future goals; and share their wealth with those they love.

The dedicated Senior Proposition for our customers aged 75 to 85 offers the following:

  • Assist clients to set their goals and priorities and build a roadmap to secure their and their family’s financial future and protect against the unexpected.
  • Inter-family generational discussions including the importance of making a Will, establishing Power of Attorney and estate management.
  • Understanding longevity of assets through a Financial Wellbeing Senior Life Planning journey.
  • Age friendly supports for your day to day banking through a dedicated team and access to supports from Global Markets and Bank of Ireland Insurance Services.
  • Innovative Investment Options

This senior advisory model is done through a senior Life Planning journey. A Life Planning journey will help you set life goals, prioritise your financial needs and enable you to build a roadmap to secure your financial future and the financial future of your family. The output of this journey is a very detailed, personalised plan outlining your current financial position, your future financial planning needs and objectives and how best to achieve these.