Our Story
We believe a successful financial planning and advisory business should be based on the advice we provide rather than the products we sell. All fees or commissions will be clearly agreed before proceeding with any financial planning services or products.
We do not rely solely on selling financial services products – we provide our clients with a fair analysis of the market options.
Exploration
Find out what your financial goals are and how they can be achieved.
Risk Assessment
Find out where your risks lie and how to mitigate them
Solutions
Tailor a solution to your situation and needs so you can meet your goals.
Negotiate Terms
Research and negotiate terms so you can find the best deal.
Reviews
Ongoing Reviews to ensure the ‘Master Plan’ remains relevant to your overall financial objectives.
Retirement Planning
Pensions are a very tax efficient way of saving. Our trusted advisors will work with you to decide on a target income in retirement. Let our expert team secure your financial future.
Investment Planning
If you are going to turn your hard earned money into an investment then it makes sense to invest in advice. What is more important to you? The risk or the potential return on your hard earned cash?
Business Wealth Extraction
Ever wondered how to turn your companies profit into personal wealth? There are numerous potential tax benefits of being a company owner or director. What to do next?
Contractors
The choice of moving from permanent to contracting work is becoming a popular option. For those of you looking for help on calculating how lucrative contracting speak with us today.
Business Protection
Business Protection is for individuals who want to ensure their business will provide their family with financial security. There are numerous considerations to be accounted for.
Last Minute AVCs
Additional Voluntary Contributions are a great method of maximizing the amount of tax free cash an employee can get at retirement. Free of charge we can examine your circumstances.
Build for the Future
Investing
We provide access to lump-sum investment and pension solutions, which are from proven, world-class investment managers. We’ll design a cost-efficient investment strategy to support you to achieve the best possible returns for your investments. We understand after tax, after inflation and after cost returns matter most to you.
If you invested
€100,000*
*A lump sum of €100k invested for nine years at an annualised return of 7.92%, leading to a gain of €83,999
It could now be worth
€
*Notes: Capital 60/40 equity/bond portfolio, 19/02/11 to 19/02/20, gross total return before costs. Please note that past performance is not indicative of future performance and you be get back less than invested
Try our investment calculator to see how you can reach your financial future
Our ‘Master Financial Plans’ are powered by a range of independently constructed Portfolios built by 3rd party world-class fund managers across active, passive, and evidence-based investment styles.
Infinity Financial Planning Ltd also assists clients who have their own lump sum investment philosophy or house view and who want to construct and maintain their portfolios in a cost-effective manner.
Secure
Safe with us
- At no stage does Infinity Financial Planning Ltd hold client assets. Client assets are held by our specialist, global custodian, the largest custodian bank globally.
- Portfolios are managed and maintained as to the client’s risk classification by world-class investment managers.
Connections
Our Partners
