This is a time costed fee that entitles you to ownership of your own personal financial plan.
It covers the cost of our intellectual property and expertise built up over many years and applied to your personal circumstances to provide you with a strategy for achieving your financial objectives.
Should financial products form any part of your solution, any commission received by way of implementation or renewal / fund based commission will be credited to the clients account against fees payable to the firm and a detailed analysis will be supplied.
Implementation Fee
The implementation fee covers the cost of accurate implementation of your strategy. We will charge an Implementation fee to put financial products in place. This is a flat fee coupled with some time cost outlay and is not a percentage of the amount invested as is typical with commission based products.
Annual Review Fee
This covers the cost of providing an ongoing service to our clients.
At framework financial we believe that professional financial advice can add significant value to individuals and businesses. It is because of this belief that we provide a comprehensive ongoing review service designed to create real value for our clients.
For more information about how framework financial can help you with your financial planning, or to arrange a consultation, pleaseclick here
framework financial: Suite 2, Northside Enterprise Centre, Bunratty Drive, Dublin 17, Ireland
During the 15 years of dealing with framework financial, I have found them to be forward thinking and very client focused.
They provide a quality service and, coupled with their recent transition to a transparent fee based structure, ensure I receive advice appropriate to my needs.
Leo Mac Canna, CEO, Ocuco Limited
Having been a client of framework financial for six years, I have found they take great care in ensuring that advice is in plain English and suits our requirements. I welcome their fee based system, as it is more transparent. Opting for fee based advice versus traditional commission based products is a no brainer! I would highly recommend framework financial, especially in these times where expert professional financial advice is vital.
Daniel Collins, Managing Director CMS
I have been using framework financial as a financial adviser for 2 years now. They have helped me to focus on the number I need at retirement and how I can achieve it. It's a refreshing change compared to someone trying to sell me a product or a policy.
