Existing clients can use these links to log in to the Infinity dashboard. Not a client? Why not get in touch to find out about our services.
Whether you’re looking for investment advice, insurance cover, or a pension plan, it’s essential for us to build a ‘big picture’ of your financial situations and objectives. It’s the only way we can be certain we’re providing the right service and the right products at the right time.
That’s why we work with you to develop a tailored plan that will suit you and your lifestyle, or your business – now and in the future.
Once we have agreed on the way forward, we remain with you every step of the way. The strong, long-term relationship we aim to develop with you is not taken for granted. We will work hard to ensure that you receive a superior level of service, with regular contact that keeps you informed on the progress of your portfolio as well as online access to important information.
Of course, all of our business with you is always conducted in an environment that respects your privacy and confidence, with service and integrity firmly at the centre of everything we do.
And of course, you can call your consultant or the admin team any time if you want to discuss anything about your plans or policies.