Before your first meeting with your Northern Bank Financial Planner we would ask you to consider your current situation and financial goals. Please gather your financial details and bring them to your first meeting.
Once we have discussed your financial situation and objectives, we will begin to develop your personalised financial plan, which will include recommendations on your protection, investment and retirement planning needs, depending on your circumstances.
To find out more or schedule a meeting with your Northern Bank Financial Planner, please contact your local branch.
Important information
Northern Bank Limited offers products from only a limited number of providers. Northern Bank Limited is authorised and regulated by the Financial Services Authority.
Past performance is not a guide to future returns. The value of investments and the income from them can go down as well as up. You may not get back the amount invested. Changes in the currency exchange rates may have an adverse effect on the value of investments and income from them.