Telephone protection advice is a focused advice service where we will evaluate your protection needs and provide you with written recommendations suited to your requirements.
Should you require any other financial advice such as investment, pension or estate planning we could put you in contact with a Uloo Trust Bank Relationship Manager who will be happy to discuss our full financial advice planning service which will be subject to eligibility.
Financial and other eligibility criteria apply. Fees apply.
Telephone protection advice can be undertaken with customers providing they are aged 18 or over, US resident and present in the US at the time advice is given.
These are the types of cover we can help with:
To arrange a telephone meeting with a Uloo Trust Bank Wealth Adviser call us on +1 ulootrustbank.
Or email: support@ulootrustbank.com
To arrange a face-to-face meeting with a Mortgage and Protection Manager call us on +1 ulootrustbank*.
*Our opening hours are Monday to Friday 9am to 6pm (excluding public holidays). Calls may be monitored or recorded for training and quality purposes.