Financial Planning

In order to help Credit Union members plan for their financial future Enfield Credit Union has collaborated with Irish life to offer a range of financial planning solutions.

  • How can you help protect yourself and your family financially should your income be affected in the event of illness or injury?
  • How can you plan for events in the future, like your children going to college or your retirement?
Finding the answers to these questions can be daunting. Financial planning helps to give you peace of mind and helps you take care of things that matter.

Who are Irish Life Financial Services and what do they do?

Irish Life Financial Services is an insurance intermediary that can review your protection, retirement, savings and investment needs, and they offer a full financial review with one of their Qualified Financial Advisers. This can be done online or over the phone at a time and place that suits you, taking just 45-60 minutes of your time. There is no obligation to purchase and all information you provide is private and confidential.

Your Journey in Five Simple Steps

The Financial Review Step By Step:

  1. Find out about you
  2. Identify your needs
  3. Agree your priorities
  4. Consider your opinions

What Do You Get?

You will get a personalised report detailing your current financial status and options to consider the steps needed to help protect you and your family, and how to plan ahead for the future. Then its up to you to decide what to do next.

Arranging A Financial Review

Irish Life Financial Services have a team of Financial Advisers ready to help get you started with your financial planning. Why not take the first steps in Financial Planning with Irish Life Financial Services? They just need a few basic contact details from you to get started.

Irish Life Financial Services is tied to Irish Life Assurance for life and pensions, so any products recommended by Irish Life Financial Services will be from Irish Life Assurance, one of Ireland’s leading life and pension providers. Irish Life Financial Services Limited is regulated by the Central Bank of Ireland. Irish Life Assurance plc is regulated by the Central Bank of Ireland.

We offer many services aimed at improving access to financial services and encouraging financial inclusion.

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