Business Details
13 Years
experience
Expert Financial Advisers in Stourbridge
Infinity Financial Advice has been delivering expert financial and mortgage advice since 2013. Our Stourbridge-based team prioritises client needs, offering tailored solutions for property purchases, retirement planning, and wealth management. With over 155 five-star Google reviews, we combine industry expertise with a commitment to jargon-free communication. Our dedicated case managers ensure seamless administrative support, while our competitive pricing reflects our focus on client value. As a top 20 Openwork network member, we blend technical proficiency with a personal touch to help clients achieve long-term financial security. Services
Mortgage Advice
Insurance
Pensions
Investments
Financial Planning
Details
- Year established: 2013
Highlights and features
- Dedicated case managers for seamless administrative support
- Competitive pricing with transparent service value
- Top 20 Openwork network member by volume
- 155+ five-star Google reviews from satisfied clients
- Jargon-free explanations of financial processes
Associations and certifications
- Financial Conduct Authority
What people say
Expert advice
Helped achieve ambitions
Exceptional support
Knowledgeable team
Stress-free process
Services
Mortgage Advice
We provide comprehensive mortgage advisory services tailored to individual circumstances. Our experts help first-time buyers, remortgagers, and buy-to-let investors navigate the complex property financing landscape. With access to thousands of mortgage products, we offer impartial advice to secure the most suitable deals while explaining all associated risks, including potential repossession and regulatory considerations.
Pension Planning
Our pension specialists create custom retirement strategies aligned with personal goals. We help clients understand their options for accessing pensions, including tax-free lump sums and phased retirement approaches. Our advice considers longevity risks, market fluctuations, and regulatory changes while ensuring compliance with HMRC requirements and protecting clients' financial futures.
Investment Management
We develop tailored investment portfolios based on clients' risk profiles and financial objectives. Our approach combines sound investment principles with ongoing portfolio management to optimise returns while explaining market risks. We help clients understand investment vehicles, tax implications, and strategies to grow their wealth while maintaining transparency about potential capital fluctuations.
Financial Protection
Our protection specialists advise on suitable insurance products to safeguard clients' financial security. We assess individual needs for life insurance, critical illness cover, and income protection while explaining policy terms and exclusions. Our advice considers family needs, mortgage requirements, and long-term financial planning to ensure appropriate coverage levels.
Tax Efficiency Planning
We provide guidance on optimising tax allowances and reducing liabilities across various financial scenarios. Our experts explain capital gains tax implications, inheritance tax mitigation strategies, and pension tax relief mechanisms. We help clients understand complex tax rules while ensuring compliance with current legislation and maximising legitimate tax-saving opportunities.
People
James Sutton
Managing Director & Financial Adviser
With extensive experience in financial services, James leads our advisory team in delivering expert mortgage and investment solutions. He specialises in complex financial planning cases and ensures our clients receive technically sound, ethically delivered advice that prioritises their long-term interests.
Lyn Brown
Executive & Financial Adviser
Lyn brings significant expertise in retirement planning and pension consolidation strategies. She focuses on helping clients create secure financial futures through tailored investment portfolios and comprehensive retirement income plans that consider longevity and market risks.
Curtis Chen
Senior Mortgage & Protection Adviser
Curtis specialises in residential and buy-to-let mortgage solutions, helping clients navigate the complex property financing landscape. He also provides expert guidance on financial protection products to ensure clients' investments and families remain safeguarded.
Jenny Turner
Senior Mortgage & Protection Adviser
Jenny offers specialist mortgage advice for first-time buyers and home movers, with particular expertise in government-backed schemes. She also advises on life insurance and critical illness cover to protect clients' property investments and family financial security.
Gemma Groves
Practice Manager
Gemma oversees our operational excellence, ensuring seamless client service delivery across all advisory processes. She coordinates our team of specialists to maintain high service standards while implementing continuous improvement initiatives that benefit client experiences.
Questions
What financial services do you offer?
We provide mortgage advice, pension planning, investment management, financial protection, and tax efficiency strategies tailored to individual circumstances and goals.
Are your financial advisers qualified?
Our advisers hold relevant industry qualifications and maintain ongoing professional development to ensure up-to-date expertise in financial regulations and products.
How do you charge for financial advice?
We provide transparent fee structures with competitive pricing. Costs vary by service complexity and are explained fully before any work begins.
Can you help with first-time home purchases?
Yes, we specialise in first-time buyer mortgages, explaining all options including government schemes and helping secure suitable financing solutions.
Do you offer ongoing financial support?
We provide regular financial reviews and lifetime support to ensure your plans adapt to changing circumstances and market conditions.
