Home - Future Plan

Plan. Live.

Our customised financial planning model gives you the security of knowing your future is taken care of so you can live your life today.

Free Consultation

Financial planning

We work entirely in your best interests when creating your customised financial plan. We charge a fee to design your plan along with an annual charge to keep you and your investments on track. We fully disclose all fees, charges and commissions at the outset.

Our services

Mortgages

Buy your dream home

Protection

Plan for the unexpected

Investment

Invest for the future

Pensions

Save for retirement

Plan

We will get to know you and your goals, taking into account your income, your expenditure and assets you may have. We then design a plan to enable you to reach your lifetime goals.

Implement

Having designed your financial plan, we will recommend solutions. These will be detailed in a document outlining why they are suitable solutions for you.

Evaluate

Like most things in life, plans can change. We believe that it is vital that we keep in regular contact with you to ensure that you are always moving in the right direction.

What our clients says

Michael Dillon

Building & Civil Engineering Cost ConsultantBuilding & Civil Engineering Cost Consultant, John F Dillon & Associates

I have availed of Andrew's services in a number of capacities over recent years and have developed great faith and trust in him. Andrew has successfully completed applications for finance for me on multiple occasions both professionally and personally; all applications were very well prepared and approved without stress or time-consuming queries and at very competitive rates of interest. He also looks after my pension interests and I have found him to be impartial, open, honest and very knowledgeable in this regard. Andrews broad range of knowledge spreading from finance, through pensions and accounting has been an invaluable asset to me both professionally and personally and I would have no concerns in recommending him to anyone for financial services.

Alan Redmond

Managing DirectorManaging Director, Redmond Property

Andrew has advised me many times in the past. His advice is always holistic and with my future plans in mind. Not only does he account for the detail, obviously being an Accountant, but also with an eye to the impact that the particular results will have on different parties. Most recently he assisted in reviewing and completing a funding proposal for the bank which, because it was so well analysed and presented, it was accepted with only a couple of simple questions. I have no hesitation in recommending Andrew in any capacity as he has never let me down and is an absolute professional with a fantastic eye for overall impacts on ones future financial planning goals ad objectives.

Stephen O’Shaughnessy

Business Development ManagerBusiness Development Manager, ISS Facility Services Ireland

From our initial consultation which focused on my current situation, my attitude to risk and what I wanted to achieve we have established a roadmap for my pension plan. Future Plan's industry knowledge allied to his client-focused approach has allowed us to develop a solution for me which we will continue to refine into the future at scheduled intervals.

David Clarke

Operations DirectorOperations Director, DJI

I was having an issue with an existing pension and it was resulting in little or no luck getting resolved. Future Plan took care of the entire process for me while also reviewing my pension model and worked out the best package to suit my personal needs. I would highly recommend Mark and his company to anyone looking to have their pension really work for them along with other financial models which I also availed of with their help.