Financial Planning

Financial Planning at St Dominic Credit Union

Spring Clean Your Finances… Book Your Free Review

  • Free of Charge & No Obligation
  • Online, over the Phone or Face-to-Face (when Covid-19 guidelines permit) at St Dominic Credit Union
  • With a Qualified Financial Advisor trusted by St Dominic Credit Union
  • Covers Pensions, life insurance, savings, investments, and general family budgeting advice

The Free Financial Planning Service aims to help Credit Union members gain the best value for money and offers a very refreshing alternative to the typical experience at a bank or other financial institution.

Request an Online Review Here

Book a Meeting or Request a Call Back Here

Life Insurance       Mortgage Protection   Serious Illness

Income Protection      Pensions       Inheritance Tax Planning

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Financial Learning Online… Book a Webinar

  • Learn how to better manage your finances
  • Get practical tips
  • All from the comfort of your home
  • Presented by a Qualified Financial Advisor

Click here to register for a seminar

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The Financial Planning service is approved by The Central Bank of Ireland, and provided by CUinsured Limited, a registered insurance intermediary regulated by the Central Bank of Ireland. Operated by CUinsured, an independent company, the service provides in house financial advice to Credit Union members in all areas of personal protection. These include: Mortgage Protection, Family Protection (Life, Serious Illness, Income Protection), Life Cover, Income Protection/Serious Illness, Pensions Retirement planning, Investment/Savings and Estate Planning.