Committed To Helping Our Clients Succeed
At Infinity Financial Planning, we are a team of professional and experienced financial planners and advisers dedicated to helping our clients succeed in achieving their financial goals. With over 20 years of experience in the industry, we have built a reputation for providing expert and personalized financial planning services to individuals, business owners, and executives.
Our Story
Our journey began in 1993 when our founder, Gary Walsh, established Walsh & Co, a financial planning firm that specialized in advising small business owners and executives on financial, accounting, and taxation matters. In 2012, we transferred our existing business to Infinity Financial Planning, a fee-based independent financial planning firm. Since then, we have continued to grow and expand our services, joining forces with Gary Brown and Simon Ward in 2015 to provide a full advice service to our clients.
Our Mission
Our mission is to help and advise small business owners in Essex to retake control of their business and achieve their personal goals and dreams. We believe that financial planning is not just about managing money, but about creating a plan that aligns with our clients' values, goals, and aspirations. Our overriding aim is to inspire people to do the things that inspire them.
Our Services
We offer a range of financial planning services designed to help our clients achieve their financial goals. Our services include:
- Financial Planning: We work with our clients to identify their financial goals and create a personalized plan to achieve them. Our financial planning services involve assessing our clients' current financial situation, identifying areas for improvement, and developing a strategy to help them achieve their goals.
- Estate Planning: We help our clients ensure that their estate is distributed according to their wishes, minimizing tax liabilities and maximizing the amount left to their beneficiaries.
- Mortgages and Equity Release: We provide expert advice on mortgages, including buy-to-let mortgages, and equity release, helping our clients find the right mortgage solution for their needs.
- Protection: We offer a range of protection services, including income protection, life insurance, and critical illness cover, to help our clients protect themselves and their loved ones from unforeseen events.
Why Choose Us
At Infinity Financial Planning, we pride ourselves on our professionalism, expertise, and personalized service. We take the time to understand our clients' unique circumstances and goals, and we work closely with them to develop a financial plan that meets their needs. We are committed to helping our clients succeed and achieve their financial goals, and we strive to provide exceptional service and advice at all times.
Overall Experience
The reviews suggest a high level of satisfaction with the services provided by Infinity Financial Planning. Specifically, the reviewer highlights the helpful nature of Pat, who went above and beyond to provide excellent financial planning advice.
Advisor Performance
Pat, the financial planner, received high praise for his extreme helpfulness, making him a valuable asset to anyone seeking financial guidance. His personalized approach and expert advice have earned him a strong recommendation from the reviewer.
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