Welcome to Heritage Alliance International

Lump Sum Consultation

Everyone gets something different from our lump sum consultation

Savings and Investment planning is vital for us all but everyone’s needs are different.

That’s why HAB’s Lump Sum Consultation is designed to help you to get what you want from your money.

97% recommend HAB consultation

97% of customers who had a consultation would recommend it to their family and friends. Based on an Irish Life survey of 604 HAB customers who did a financial consultation in 2021.