We believe in our client service proposition because it is the plan we would implement for ourselves.
Our goal is two fold:
1. Understand where you are today
2. Establish where you want to go
You will benefit from dealing with experienced and qualified professionals. We are a team of specialist financial consultants that are working on your behalf.
The focus and aim at all times is to act in your best interests while providing the best service and value available. We are focused on forming strong customer relationships and applying a practical approach, from a Munster base.
I went to two banks and three brokers to seek their advice and options prior to retiring. Eventually I settled with Infinity Financial. where Pat clearly explained all of my options and outlined the risks. Should I have decided to do business with a larger organization I would have been up to €16,000 worse off.
Dealing with Pat Leahy of Infinity Financial was a real pleasure. Pat took the time to listen and then advised and took me through the highs and lows of retirement planning. Looking forward to many happy years ahead in retirement and I trust Pat will continue to provide that support and confidence one needs with financial planning.
Good Professional Service and no nonsense useful advice given!
We are in our 30’s and had queries about protecting our families future and were looking for impartial investment advice. We were introduced to Infinity Financial Planning by friends or ours who had dealt with Pat Leahy. We received the same levels of high-quality service and integrity that our friends received. We just want to say thanks again for all your assistance over the last few months. You helped us gain a lot of clarity with our finances. You have helped us ‘Build a Plan’.