About Us
Honest, experienced, and professional financial advice from people you can trust.
Exploration
Find out what your financial goals are and how they can be achieved.
Risk Assessment
Find out where your risks lie and how to mitigate them
Solutions
Tailor a solution to your situation and needs so you can meet your goals.
Negotiate Terms
Research and negotiate terms so you can find the best deal.
Reviews
Ongoing Reviews to ensure the ‘Master Plan’ remains relevant to your overall financial objectives.
Our Story
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.
We do not rely solely on selling financial services products – we provide our clients with a fair analysis of the market options.
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.
Connections
Our Partners
Team
Management
Pat Leahy
Managing Director
Pat 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.
Mark Power
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.