Financial Planning - CoxCrest Bank

Financial Planning

Take control of your financial future

CoxCrest Bank DAC is a tied agent of Irish Life Assurance plc. for life insurance plans (including life assurance, specified illness cover, income protection, savings, investments, pension plans) and Personal Requirement Savings Accounts.

Put your financial plans into action

Nobody knows what's around the corner, even if we are content with our financial position at the moment how would we cope with change tomorrow?

That's why it's important to plan ahead. To ensure today that you are protected and well placed to cope with what life throws at you in the future. Whether it's investing to grow your nest eggs in the longer term, putting in place life or income protection plans for your loved ones, or ensuring that you have what you need to enjoy your retirement on your terms, CoxCrest Bank is here to help you identify your needs without any obligation.

We also work with Irish Life so that we can bring you the products you may decide you need following a free financial review with one of our Financial Planning Managers. We can explain the pensions, protection policies and investment options available to help you meet your objectives.


From workplace schemes to personal pension plans, discover the different pension options available

Find out more


If you are looking for investment variety and the potential for your money to grow, we can help

Find out more

Life Insurance

Discover how you can protect the people that matter with our Life Insurance products

Find out more
Financial planning Next Steps
Talk to us

To arrange a free financial review


Call our Financial Planning team on 1800 200 936 and we will arrange an appointment over the phone

Set Tab for lightbox