Financial Framework Wealth and Estate Planning Ltd

Independent Financial Adviser  Beam House, Otley, West Yorkshire, LS21 3JP
check
FCA authorised
Last authorised 1st March 2021
More and more these days, it takes a certain level of skill and a deep understanding on all the options to make the most of your financial position. The days where people had investments looked after by one business, their pension with another and a range of other services by someone else are all but over.  We believe that the best approach to maximising your financial position comes from working with someone who can provide truly holistic advice across everything.  The best advice, and thus the best outputs, we believe, come from working with people who intrinsically understand every element of your financial position to help you make the most appropriate decisions.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Travel
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
Mr Simon Jones
Managing Director
About us

We provide the financial framework you'll need to stay in control of your planning throughout your life. The path to financial security isn't an easy one to walk on your own. 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.

Our services

We offer a range of financial services including 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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£500,000
Advice methods
  • icons
    Face to face
Compliance

Financial Framework Wealth & Estate Planning Ltd is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate will writing, taxation and trust advice. Not all Inheritance Tax Planning solutions are regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 843450 at <url hidden>.

Beam House, Wharfebank Mills, Otley, West Yorkshire, LS21 3JP

Similar advisers near you

Independent Financial Adviser 0.64 mi
Everyone looks forward to their retirement - are you prepared for yours?
 
Independent Financial Adviser 0.74 mi
As Chartered Independent Financial Planners, Thomas Heald provides bespoke planning and financial advisory services to individuals and corporate clients.
 
Independent Financial Adviser 0.74 mi
I provide a bespoke, personal financial planning and advisory service tailored and unique to you. I believe that the cornerstone of effective financial planning is the recognition that everyone’s economic and life situation is unique.
 
Independent Financial Adviser 1.01 mi
Our team will provide expert advice and cut away the unknown to deliver the right solution.