We believe that by making decisions in the context of a financial plan, it will make a difference to the lives of our clients.
What we do
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.
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.
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.
“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.