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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.

What we do
About us

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.

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.

Transparent fees

Our clients

Business owners

Many of our clients are small business owners. They are usually aged between 40 and 60, typically married with children, lots of financial products and no clear direction or plan.

Business Owners

Our Professionals service is appropriate for clients typically between 30 and 40. They are busy people but would like some clarity on their current financial position along with a review of existing financial arrangements.

Workers & Professionals


This service is directed towards small business owners usually 60+ at or in retirement. They require financial stewardship and are very focussed on their numbers. They have a finite pot.


Our clients

“We feel for once our future is in safe hands with people who know the services and products they offer in great detail. We would not hesitate to recommend framework financial to any potential clients”

— Siobhain Garvey, Euro Gas Ltd.

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. 

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