Before you startBefore you start

At Northern Bank we believe your investment should reflect your objectives and personal attitude to investment risk. Before making any investment decision, you should meet with your Financial Planner to agree:-

  • The financial goals you want to achieve
  • How much you want to invest
  • How long you want to invest for
  • Your investment preferences

The investment triangle below is a representation of our investment analysis process, helping to ensure that you cover all relevant aspects before you make an informed decision to proceed with any investment.

Investment Triangle

Read more about getting startedRead more about getting started

Investment Profile
Consider your objectives, time horizon, knowledge and experience and attitude to risk.
Investment Profile
Asset Allocation
What is asset allocation and how does it help to reduce risk?
Asset Allocation
Selection
Determine the regions, sectors and securities in which you want to invest.

Region, Sector and Security Selection

Are you interested?Are you interested?

Individual Stakeholder Pension plan
A low cost tax efficient investment plan which enables you to build up a sum of money towards your retirement.

Read more about Individual Stakeholder Pension
Contact us about retirement planning
If you would like to contact us to receive professional advice about the most appropriate retirement planning solution(s) for you, please click the link below.

Contact us
Northern Bank Limited, Donegall Square West, Belfast BT1 6JS. Registered in Northern Ireland R568. Phone +44 (0) 28 9004 5000. Calls may be recorded. Northern Bank Limited is authorised and regulated by the Financial Services Authority. Credit facilities other than regulated mortgages are not regulated by the Financial Services Authority. Northern Bank Limited is entered in the Financial Services Authority's register, registration number 122261. VAT number GB853 7590 92. Northern Bank Limited subscribes to the Lending Code.

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