Business Details
14 Years
experience
Expert Financial Planning Services
Established in 2012, Infinity Financial Planning has dedicated itself to empowering clients in Essex and beyond with comprehensive financial solutions. Our team combines over two decades of expertise to craft personalized strategies that align with individual aspirations and life goals. Specializing in financial planning, estate management, and protection services, we prioritize listening to clients' needs and creating actionable plans through advanced cash flow modeling. Regulated by the Financial Conduct Authority and supported by the Financial Ombudsman Service, we maintain rigorous professional standards while offering transparent, client-centric advice. With a focus on long-term relationships, we provide annual reviews to ensure evolving circumstances are addressed.Our founders bring extensive accounting and financial planning backgrounds, having served small business owners and executives since 1993 through predecessor firm Walsh & Co. By integrating modern methodologies with traditional values, we help clients achieve financial security while maintaining work-life balance. Our commitment to excellence is demonstrated through tailored solutions for mortgages, equity release, and protection products. Operating from our Leigh on Sea office since 2012, we remain dedicated to demystifying financial planning and making complex concepts accessible to all clients.
Services
Financial Planning
Estate Planning
Mortgages
Equity Release
Protection
Business Owner Services
Details
- Year established: 2012
Highlights and features
- We have 20 years of experience in financial planning for business owners
- Our team includes Chartered Financial Planners and Certified Financial Planners
- We use advanced cash flow modeling for personalized financial strategies
- We provide annual plan reviews to ensure ongoing relevance
- We offer free initial consultation with no obligation
Associations and certifications
- Financial Conduct Authority
- Financial Ombudsman Service
Services
Financial Planning
Our financial planning service identifies personal goals and creates tailored strategies to achieve them. We analyze current financial situations, project future needs, and develop comprehensive plans using advanced cash flow modeling. This service helps clients optimize their resources to meet short and long-term objectives while maintaining flexibility for changing circumstances.
Estate Planning
Estate planning ensures assets are distributed according to clients' wishes while minimizing tax liabilities. We help structure wills and trusts to protect beneficiaries and facilitate smooth wealth transfer. Our approach balances tax efficiency with personal intentions, ensuring estates pass to intended recipients with minimal administrative complications.
Mortgages
Our mortgage advisory service navigates complex lending criteria to find suitable financing solutions. We assess clients' specific needs and market options to identify optimal mortgage products. This includes specialist guidance for buy-to-let investors and those with unique income situations requiring tailored lending arrangements.
Equity Release
Equity release provides access to property wealth for clients aged 55+. We advise on regulated schemes that convert home equity into tax-free cash while maintaining residency rights. Our specialists ensure clients understand long-term implications and help implement solutions aligned with retirement income requirements.
Protection
Our protection services safeguard against financial risks through tailored insurance solutions. We assess income protection needs, critical illness coverage, and family financial security requirements. This ensures clients maintain financial stability during unexpected life events while protecting dependants from potential income shortfalls.
People
Gary Walsh
Chartered Financial Planner
With over 25 years' experience, Gary specializes in financial planning for business owners. A qualified Chartered Accountant and member of the Chartered Institute of Taxation, he combines accounting expertise with financial planning knowledge. His background in traditional accountancy practice informs practical solutions for clients balancing business and personal financial goals.
Gary Brown
Chartered Financial Planner
Gary provides expert mortgage and pension advice, specializing in cashflow planning. With Chartered Financial Planner status, he helps clients create sustainable income strategies. His approach focuses on integrating property assets with broader financial objectives while maintaining regulatory compliance in all recommendations.
Simon Ward
Mortgage and Protection Specialist
Simon offers specialist mortgage and protection advice tailored to individual circumstances. His expertise covers residential and buy-to-let financing solutions alongside comprehensive risk management strategies. He focuses on explaining complex financial products clearly while ensuring clients understand long-term commitments and benefits.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering goal setting, cash flow analysis, and investment strategies tailored to your personal circumstances.
Do you offer free initial consultations?
Yes, we provide free initial consultations with no obligation to discuss your financial requirements.
Are you regulated by financial authorities?
We are authorized and regulated by the Financial Conduct Authority and supported by the Financial Ombudsman Service.
Do you work with business owners specifically?
Yes, we specialize in advising business owners with our team having over 20 years' experience in this field.
How frequently do you review financial plans?
We recommend annual reviews but can adjust frequency based on changing circumstances and client needs.
What areas do you serve?
While based in Essex, we work with clients across the UK through virtual meetings and local consultations.
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