We believe that by making decisions in the context of a financial plan, it will make a difference to the lives of our clients.
LPI Awards 2018
Dublin Financial Planning Broker of the year 2018
What we do
Financial Planning
Our Lifestyle Financial Planning service allows you to understand what needs to happen to attain or maintain your desired lifestyle. It puts you in the driving seat. It allows you to make important financial decisions with the peace of mind of understanding the impact on your future. At framework financial, we will provide on-going guidance and direction to achieve your goals.
Financial management
We believe that any financial products if required, should be an integral part of the financial plan. What investment return do you require to make your plan work? Are you comfortable with the level of risk required to achieve your goals? Are your existing pension, protection and investment products appropriate? Key values from framework financial are honesty, transparency and fair value. Our approach to managing your wealth reflects this.
About us
We encourage our clients to think bigger about their lives, by understanding their goals and objectives whist trying to make the very best use of their resources. We believe that making decisions in the context of a financial plan will make a difference to the lives of our clients. We have been pioneering this way of working with clients since 2008 and have received recognition for our efforts by being awarded the Dublin Financial Planning firm of the year award in 2018.
Joe McGuinness
Financial PlannerEileen O'Brien
Client ManagerSarah Condon
Administration Manager
No hidden fees
We work with a smaller number of clients than many firms. All fees are fully disclosed before engagement and where financial products are appropriate, charges are advised before implementation. We believe that only when you know what you will pay, can you make a value judgement.
Our clients
At framework financial we support both charitable and sporting causes close to home and further afield. This year we have chosen to support the construction of a new Diabetes / Non Communicable Diseases Centre in Togo, West Africa.
