FOR STRONG FINANCIAL FUTURES
Personal and Professional Independent Financial Advice
We're an independent financial adviser (IFA) based in Yorkshire. We provide the financial framework you'll need to stay in control of your financial planning throughout your life.
The path to financial security isn't an easy one to walk on your own. So, we listen to you and understand your aspirations. Then we’ll help make them happen by explaining all the options available, enabling you to make an informed decision.
At Financial Framework Wealth & Estate Planning we offer a range of independent financial advice (IFA) services. These include investment advice, wealth management, retirement planning, tax planning and intergenerational financial planning. Through the use of Trusts and tax planning tools. We offer advice to individuals and businesses. Our team has many years of experience providing personal and professional independent financial advice. Our head office is in Otley, Yorkshire, but we also have offices in the South of England in London and Weybridge. So, our clients are located throughout the UK. Our managing director, Simon Jones, is a Chartered Financial Planner.
How we work
We broadly follow a five-step process when working with our clients, a process that has helped many clients create strong financial futures.
Step 1: Discovery Meeting
We listen to your aspirations and ask questions.
Step 2: Our plan for you
We confirm in writing the proposed scope of work for you to approve.
Step 3: Your strategy and our recommendations
Using the detailed information we have collated, we prepare a comprehensive plan, using any of your existing financial arrangements and show how they fit into your new financial framework.
Step 4: We implement
With your agreement, we put your plans into action.
Step 5: We stay with you
We will review your circumstances, if you have signed up to one of our ongoing services, to ensure we are always focused on your objectives and that we continue to understand any changes along the way.
We have investment expertise. We have access to the entire investment market and we work alongside a range of investment houses with different specialisms to suit your risk profile and personal agenda. We’ll advise on a long-term strategy that will help to deliver your financial aspirations whether investing for income or growth.
We can provide trusted financial advice no matter what stage of life you are currently at. So, whether you wish to save for your family, prepare for retirement or ensure that your intergenerational tax planning is where it should be, we aim to help you achieve your goals.
For many, a mortgage is one of the largest financial commitments they will ever make, so it pays to get advice. We provide access to an independent mortgage adviser who will scour the market for you to find a mortgage that is right for you.
Don't just take our word for it
I have known Simon Jones on a professional basis for over 20 years. We have worked together on a wide range of mutual clients and Simon’s wealth management and investment planning skills are excellent. My clients have always been impressed by Simon’s technical knowledge and experience, and the clear and comprehensive manner in which he provides his advice. Simon also has the highest professional ethics and standards.
It has normally been the way that wealth is passed from one generation to the next. But intergenerational wealth management challenges this assumption, focusing on how families can use their combined wealth more collaboratively to aid each other during their lifetimes.
Preferential Currency Exchange Rates
If you are planning a move abroad and need to send money overseas to fund your emigration, or you need to move money between countries, we’re here to help. We've partnered with leading currency exchange experts, Currencies Direct, to provide our clients with access to market leading rates.