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.

Money issues

Will I have enough?

Can I maintain my desired lifestyle indefinitely without running out of money?

Managing income in retirement

What will my income be and will it be sufficient?

Keeping things simple

A place for everything and everything in its place.

Investment concerns

Is my capital safe? What investment returns do I need?

Pensions

Are existing products suitable – State Pension Benefit Entitlement.

“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.