Financial Planning

As part of St. Jarlath’s Credit Union’s commitment to continually expand the range of services it provides to and for members, we are delighted to confirm that we now have a financial planning service available to members. This service offers members a financial health check by a fully qualified and experienced member of staff and also advice on a range of areas including:

Protection
Savings/Investments
Retirement Planning

Our Terms of Business for this service can be found here. Please contact the credit union if you would like more information on this service.

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