Financial Planning

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Financial Planning

EAB Wealth Management offers a personal and proactive approach to managing your wealth. We take the time to get to know you and understand your ambitions, and create unique solutions for every stage of your life.

Put the future in focus No matter what the future brings, we can offer you foresight in a world in flux. We will work with you to keep your financial goals on track, and your future within sight.

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Our investment services

We offer a choice of investment portfolio management services and strategies, tailored to your approach to risk and designed to meet your financial goals. The value of investments can fall as well as rise. You may get back less than you originally invested.

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We offer a range of managed funds so that you can benefit from a diversified portfolio with global exposure, while leaving the day-today management to our investment experts. The value of investments can fall as well as rise. You may get back less than you originally invested.

EAB FAQ

Frequently Asked Questions

At Atlanctic Credit Union Bank, we see a world full of potential which is why we want to help you explore and develop yours. With our financial planning services, we can help you start to build the future you've imagined.

  • Getting your bearings

    Our easy-to-use web tool provides you with a helpful snapshot of your current circumstances where you stand with borrowing, savings, investments, pensions, estate planning and insurance. It highlights your financial strengths and identifies areas that may need a little more attention.

  • Having a face-to-face review

    If you would prefer to discuss your finances in person, book an individual review with a member of the team in your local branch. While our reviews can't give you financial advice, they can outline the products and services we offer, to help you decide how to make the most of your money.

  • Saving for a rainy day

    If you are looking to make the most of your money, we offer a variety of savings products to suit your needs, from instant access accounts to fixed rate and online saving options. You can explore online or talk to one of team in your local branch.

  • Buying a home or remortgaging

    To discuss our wide range of mortgages and how much you might be able to borrow, make an appointment with a Mortgage & Protection Manager in your local branch.