Welcome to the Infinity blog site. A place for our team to have their say on the world of personal finance & beyond.
Sometimes clients wonder why banks and financial institutions ask for so much personal information before opening accounts or carrying out transactions on their behalf. Rest assured we really don’t do it for fun - Duncan Taylor explains.
It’s not uncommon for people to think that a financial adviser is not for them. Often this is because they think they don’t earn enough (wrong!) or because they think they can do it themselves. Adon Beddoes analyses ten key life moments when expert guidance is essential.
Estate planning is a really important part of the wealth protection element of a comprehensive financial plan and life insurance can play a number of roles in this, particularly if you should pass away suddenly and/or prematurely. Jordan Donald takes a look at some of the ways life insurance can help.