Guiding you

Personal Support from financial specialists

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Guiding You

Our relationship management service looks after your personal banking needs, with access to an accredited Premier Relationship Advisor, supported by an extensive specialist team. They will help you with your everyday banking and support you with making more complex banking decisions.

Our team of accredited specialists provide support on mortgages, personal lending, wealth management1 and more. Whatever your goal, they will support you to make the best financial decision

Get the inside track from an experienced property specialist, to find your ideal home. The Premier Property Service2, gives you expert help and analysis from initial consultation to securing your home.

Access to a dedicated foreign exchange dealer and services.

 

Life Planning exclusive to Premier customers

Our new Life Planning service helps you create your own unique financial plan for what matters most to you and your family. Available at no extra charge, it helps make what you want from life clearer and more achievable. Plus you can adjust your plan as your circumstances change and your goals evolve. Having a plan in place gives you peace of mind to know that you and your loved ones are on track to get what you want from your future.

 

With your needs in mind

  • Advice on planning for your children’s future and protecting what’s important to you
  • Guidance on planning your retirement
  • Recommendations on managing, growing and passing on your wealth

Our Life Planning advisors will help refine your plan and give you advice on your options to ensure that your plan delivers on the future you want.

 

How to start your life plan

To find out how you could benefit from our Life Planning service go to boi.com/lifeplanning

To arrange face-to-face or skype meetings with yourLife Planning Advisors, email us at lifeplanning@boi.com. Appointments available at times that suit you.

1Bank of Ireland trading as Bank of Ireland Insurance & Investments and as Insurance & Investments is regulated by the Central Bank of Ireland. Bank of Ireland is a tied agent of New Ireland Assurance Company plc., trading as Bank of Ireland Life, for life assurance and pensions business.
2The Premier Property Service is currently limited to Premier customers seeking to purchase properties in the Dublin area with Principal Dwelling mortgage approval of €500,000 or more with Bank of Ireland.
If you are not currently a Bank of Ireland Premier customer but have an individual gross annual income of €100,000 (or a joint income of at least €140,000) you may still avail of our Premier Property Service but will not be eligible for the full range of BOI Premier benefits until you meet the Premier Banking criteria outlined above.


Book an appointment

Talk to your Premier Relationship Advisor about your financial needs at time and place that suits you.

Book an appointment

 
 
 
 

Book your Life Plan Meeting

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