About Us

Honest, experienced, and professional financial advice from people you can trust.

OUR PARTNERS

OUR STORY

We provide a tailored service to all our clients, individual and corporate. We use the following 10-Step financial planning process to maximise the value you obtain from our services:

  • Establish your current Financial Position.
  • Understand your Financial Objectives.
  • Risk Assessment.
  • Draft A Plan.
  • Recommend Solutions.
  • Research Providers.
  • Negotiate Terms.
  • Implement Solutions.
  • Schedule Reviews.
  • Ongoing Reviews to ensure the ‘Master Plan’ remains relevant to your overall financial objectives.

We do not rely solely on selling financial services products – we provide our clients with a fair analysis of the market options.

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.

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.

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?

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.

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.

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 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 including…

A WORD ABOUT OUR MANAGING DIRECTOR

Pat Leahy is the Managing Director. He holds a B.Comm from UCC in addition to the Life Assurance Association of Ireland’s Qualified Financial Advisor and Retirement Planning Advisor status. He has over 12 years experience working in various investment, retirement planning and management roles in the industry.

Pat has attained additional qualifications in the specialist areas of Financial Planning and Retirement Planning. Furthermore, he has recently received a Post Graduate Diploma in Financial Planning from UCD. This means he is a Certified Financial Planner, or CFP.

A WORD ABOUT OUR PARTNER & PRIVATE CLIENT MANAGER

Mark has over 16 years’ experience in the private client area with extensive focus on providing advice and financial planning solutions to individuals and companies. Prior to joining Infinity Financial Planning, he held senior positions in a number of financial services companies. Mark holds a Master of Science in Financial Services from University College Dublin. Mark is a Qualified Financial Advisor, and holds a Post Graduate Diploma in Financial Planning. This means he is a Certified Financial Planner, or CFP.

DEVELOPING YOUR FINANCIAL PLAN

Here at Infinity Financial Planning, In addition to providing a personalized service we have invested in specialist software which can produce realistic illustrations or scenarios which help to show; here’s where you are today. This allows us to then devise a plan to fill in any gaps or shortfalls to help you achieve your goals. Our aim is to assist our clients in:

  1. Establishing and achieving what they want.
  2. Identifying and maintaining their desired lifestyle.
  3. Analysis and assessment of their current financial positions.
  4. Having the confidence and clarity to decide which direction their future should be going.
  5. Making more time, more choices, more freedom, and hence being able to focus on the more exciting things in life.

 

Want to become more financially organised?

See what our Certified Financial Planners can do for you.