You may be asking yourself questions such as:
That’s why it’s good to know that Danske Bank has professionally qualified Independent Financial Advisers who can help you map out your financial future. Your Independent Financial Adviser will provide you with independent wealth planning advice to help you meet your short, medium and long term financial goals and also protect your financial interests if the unexpected occurs.
Life is continually changing and with each new set of circumstances comes different financial needs and objectives.
At Danske Bank, we provide you with the most suitable wealth planning advice and financial recommendations – whatever stage of life you’re at.
We can provide you with independent wealth planning advice in the
following key areas:
• Wealth Protection Protect yourself, your family
and loved ones, your business and your debts in
case the unexpected happens
• Retirement Planning Take control of your future by planning for a financially secure and comfortable
retirement - and also understand how you may be
able to maximise your income during retirement
• Investment & Asset Management Make the most
of your assets and ensure that your money is
working hard for you in line with your individual
investment risk profile
• Tax & Estate Planning Pass on accumulated
wealth to your loved ones as tax-efficiently as
possible and help mitigate the potential for
Each of our Independent Financial Advisers are professionally qualified and authorised to offer independent wealth planning advice on products and financial solutions from the whole of the market
The result is greater confidence for you - knowing that you will be receiving impartial financial advice and more choice.
You can trust your Independent Financial Adviser to identify the right wealth planning approach for you and to create a tailored financial plan that will help you to achieve your personal and/or business financial goals.
Your Independent Financial AdviserYour best interests will always be at the heart of our wealth planning advice.
Your Independent Financial Advisers will provide you with peace of mind in knowing that you have wealth planning solutions in place to help you meet your short, medium and long term financial goals and objectives.
Straightforward and convenient wealth planning
Are you new to financial planning? Or are you already an experienced investor? either way, Danske have Independent Financial Advisers that will cater for your individual and/or business financial needs, making the whole process straightforward and convenient for you.
Independent professional wealth planning adviceAs the Wealth Planning & Asset Management service is not restricted to any particular products or providers, your Independent Financial Adviser can recommend the most suitable products and solutions from the whole of the market
Starting with an in-depth and completely confidential consultation, your Independent Financial Adviser will discuss and review your overall financial situation, attitude to investment risk and your goals and ambitions.
2. Research of Financial Products
We will carry out comprehensive research across the whole of the market to determine the most appropriate protection and/or investment strategy and wealth plan solution(s) to meet your identified needs.
3. Personal recommendations
Your Independent Financial Adviser will provide you with a personal report detailing the financial recommendations being made and why we consider them suitable for you
4. Implementation of financial product solutions
When you accept our wealth plan recommendations, we will act on your behalf to make all arrangements necessary to implement the financial strategy and solution(s) agreed with you.
5. Ongoing financial reviews
If you choose to receive our Ongoing Advice Service for your investment portfolio, we will carry out a yearly review of your financial circumstances, attitude to risk, investment needs and objectives. If you need to review your protection arrangements, contact your Independent Financial Adviser to arrange a meeting.
There is no charge for an initial consultation with an Independent Financial Adviser and you will be under no obligation to take the advice that is recommended or purchase any products as a result.
We will charge a fee for:
The actual fee charged to you may vary and will depend on the amount of money you decide to invest and/or the complexity and scope of advice required to meet your financial needs and objectives. Your Independent Financial Adviser will always tell you exactly what the cost is before you commit to our services.
For advice on your wealth protection requirements, commission will be paid to us by the product provider(s) and will be fully disclosed to you by your Independent Financial Adviser.
For an appointment with one of our Independent Financial Advisers you must have a single income of at least £40,000 or Joint Income of £60,000 or have investable assets of £75,000 or more.
call us on:+44 (0) 800 917 4192
Call into a local branch
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Lines are open between 8am and 8pm Monday to Friday and 9am to 4.30pm Saturdays and Sundays, except on bank holidays or other holidays in Northern Ireland when the bank is not open for business. Call charges may vary. Please contact your phone company for details. We may record or monitor calls to confirm details of our conversations, for your protection, to train our staff and to maintain the quality of our service.
Danske Bank is a trading name of Northern Bank Limited. Registered in Northern Ireland R568. Registered office: Donegall Square West, Belfast BT1 6JS. Northern Bank Limited is a member of the Danske Bank Group. Northern Bank Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. Northern Bank Limited is entered in the Register maintained by the Financial Conduct Authority, Financial Services Register registration number 122261. VAT number GB853 7590 92. Northern Bank Limited subscribes to the Lending Code.