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.
Financial Planner Joe is a Qualified Financial Advisor with 28 years’ experience in the financial services industry. He has completed the Grad Dip in Financial Planning from UCD and has achieved CFP certification. Joe says “Framework Financial is all about the client. It’s about their goals, their dreams and their choices. It’s also about fairness, it’s about transparency, it’s about value and it’s about long term mutually beneficial relationship
Client Manager Eileen is a Qualified Financial Adviser and Retirement Planning Adviser and has been with the firm since 2007. Her role is that of Client Manager and she is involved in the construction of lifetime cashflow* forecast to create a financial plan* for our clients. She also prepares investment strategy presentations and provides a customer service role to our clients.
Administration Manager Deirdre provides a customer services role, liaising with providers for and on behalf of clients in respect of new and existing business enquiries, ensuring all paperwork is processed promptly and efficiently.
No hidden fees
Transparent
Fair
Value
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
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
Retirees
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.
Retirees
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.
