what we offer by way of Financial Planning
- 1. Financial Planning Putting together a Financial Plan to help the individual or family achieve their financial goals and objectives.
- 2. Retirement Advice Removing some of the difficulty around pensions and retirement planning and getting the most from this tax efficient vehicle.
- 3. Family Protection Having measures in place to protect your health, income & home against some of life's perils.
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A few words about us
Future Proof Finance is a Mortgage & Investment Intermediary and was set in January 2013. We believe Financial Planning is not just for the wealthy and is a subject that needs to be introduced into our schools. Children need to have an understanding of finance and how to plan their future.
We identified a gap in the Life Assurance and Pension market for solid Financial Planning and annual service. We work with our clients on partnership basis providing continuous advice and ongoing service. The interests of our clients are paramount to us. We work closely with clients to ensure their policies are matched to their needs at all stages of their life cycle.
It became apparent in to us in 2008 and in the years that followed that the business model for a lot of brokerages and banks was not working. We spoke to hundreds of people who had not had a conversation with any adviser about their pension in many years. This is partly due to poor bank assurance model and life assurance companies structures and upfront commission.
With this in mind we want to work with you in a way that is mutually beneficial. We would like to think that our clients are better off for having a relationship with us.
Our mission is simplify financial planning and get more people interested in finance and the security it provides. Money is just a tool and if used properly is beneficial on many different levels.
If you have any question's you feel is not being answered elsewhere in relation to pensions, life assurance, investments or related products. Give us a call and we will do our best to give you a satisfactory answer with out obligation to do business with us.
Our income is derived from fee's, commission or mixture of both. Our preference is to work with clients on a partnership basis, meaning payment is made on an Assets Under Management AUM basis. Therefore it is in the best interests of Future Proof Finance to grow our clients wealth. All fees and payment schedules are 100% transparent with no hidden costs.
Research our company's history
086 602 1353
Stephen has been working within the insurance Industry for 12 years. He went into Financial Services in 2007. Before setting up Future Proof Finance Stephen worked as a Financial Adviser for a couple of Life Assurance & Mortgage brokerages based in Dublin. In 2011 whilst working as a Tied Agent for Canada Life Stephen graduated from the LIA and received his Qualified Financial Adviser QFA. Stephen is currently studying with the Institute of Bankers for the Graduate Diploma in Financial Planning.
Lorraine Fallon - Director/Secretary
01 505 6934
Lorraine has been working in Human Resources for over ten years. Concentrating on Compensation & Benefits but specialising in Group Corporate Pension management. Lorraine has extensive experience managing pension schemes for both large multinationals. Hi-Tech, Pharmaceutical and Financial Services and also legacy pension schemes for Irish companies. Lorraine holds a BA Hons Degree in Human Resource Management from the National College of Ireland.