About UsHonest, experienced, and professional financial advice from people you can trust.
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.
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.
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:
- Establishing and achieving what they want.
- Identifying and maintaining their desired lifestyle.
- Analysis and assessment of their current financial positions.
- Having the confidence and clarity to decide which direction their future should be going.
- 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.