Business Details
13 Years
experience
Your Trusted 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 technical expertise with a commitment to jargon-free communication. Our dedicated case managers ensure seamless administrative support, while our affiliation with The Openwork Partnership underscores our regulatory compliance and industry standing. We focus on long-term client relationships, providing value-driven advice to help clients achieve financial security and lifestyle goals. Services
Mortgages
Insurance
Pensions
Investments
Financial Planning
Details
- Year established: 2013
Highlights and features
- Dedicated case managers for seamless administrative support
- Award-winning team with 155+ five-star Google reviews
- Affiliated with top 20 Openwork Partnership firm
- Personalised financial strategies for individual circumstances
- Transparent, jargon-free communication throughout the process
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Exceptional support
Stress-free process
Expert guidance
Transparent communication
Tailored solutions
Services
Mortgage Advice
We provide comprehensive mortgage advice tailored to individual circumstances. Our experts help first-time buyers, home movers, and investors navigate the complex mortgage market. We offer guidance on remortgaging, buy-to-let options, and specialist mortgage products. Our team stays current with market changes to secure competitive rates while ensuring affordability assessments meet client needs. We explain all documentation clearly throughout the application process.
Pension Planning
Our pension specialists create tailored retirement strategies considering current savings and future goals. We advise on workplace pensions, personal pensions, and self-invested options. We help clients understand tax implications, contribution limits, and consolidation opportunities. Our approach considers state pension entitlements and lifetime allowance thresholds. We provide ongoing reviews to ensure plans remain aligned with changing circumstances and regulations.
Investment Management
We develop customised investment portfolios aligned with risk tolerance and financial objectives. Our approach combines market analysis with client-specific goals. We offer guidance on diversified investments across asset classes. Regular portfolio reviews ensure strategies remain effective through market fluctuations. We explain investment vehicles clearly, focusing on long-term growth potential while maintaining appropriate risk management.
Protection Insurance
We assess individual protection needs to safeguard against financial risks. Our advice covers life insurance, critical illness cover, and income protection policies. We compare market options to find suitable coverage at competitive rates. We explain policy terms clearly and review coverage periodically to ensure ongoing relevance. Our goal is to provide peace of mind through appropriate financial safeguards.
Financial Planning
We create comprehensive financial plans addressing short and long-term objectives. Our holistic approach considers income, assets, liabilities, and life goals. We provide guidance on tax efficiency, estate planning, and wealth preservation. Regular reviews ensure plans adapt to changing circumstances. We help clients navigate financial decisions with confidence through all life stages.
People
James Sutton
Managing Director & Financial Adviser
With over 15 years' experience, James leads our advisory team. He specialises in complex financial planning cases and ensures our service standards remain exceptional. James holds advanced financial qualifications and regularly contributes to industry publications.
Lyn Brown
Executive & Financial Adviser
Lyn focuses on retirement planning and pension consolidation. She has helped hundreds of clients optimise their retirement savings. Her approach combines technical expertise with clear communication to demystify complex financial concepts.
Curtis Chen
Senior Mortgage & Protection Adviser
Curtis specialises in mortgage solutions for unique circumstances. He has particular expertise in helping self-employed clients secure competitive mortgage rates. His protection insurance advice ensures clients maintain financial security through life's changes.
Ed Walker
Senior Mortgage Adviser
Ed helps clients navigate the mortgage application process. He focuses on first-time buyers and home movers, explaining market options clearly. His expertise includes new build purchases and government-backed schemes.
Jenny Turner
Senior Mortgage Adviser
Jenny specialises in buy-to-let mortgages and property investment strategies. She advises landlords on portfolio growth and tax-efficient structures. Her market knowledge helps clients maximise rental income potential.
Questions
What financial services do you specialise in?
We specialise in mortgage advice, pension planning, investment management, and protection insurance tailored to individual circumstances.
How do you support first-time homebuyers?
We provide dedicated guidance on mortgage options, affordability assessments, and deposit strategies for first-time buyers.
Are your financial advisers qualified?
All our advisers hold relevant financial qualifications and maintain ongoing professional development.
How are your fees structured?
We provide transparent fee structures during initial consultations, with no hidden charges.
Can you help with retirement planning?
Yes, we create customised retirement plans considering pension pots, tax efficiency, and lifestyle goals.
Do you offer ongoing financial support?
We provide regular portfolio reviews and life-stage financial check-ups to maintain plan relevance.
Reviews (7)
Sam Richardson
Dec 31, 2021
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Natalie and Larissa made securing a mortgage for my first home a brilliant experience. I spoke to a few advisers initially but the team at Infinity really put me at ease, wanted to answer all my questions and worked with me in a timely and professional manner. Streets ahead of the others I spoke to! Big thanks to the team, and I'd HIGHLY recommend them to any other inexperienced first time buyers with a million questions :)
Hannah W.
Oct 03, 2021
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Highly recommend Infinity Financial Advice! This is the 3rd time we have used Infinity and each time we have been in the best hands. James and his team are very professional, efficient and helpful. Look forward to using them again in the future, thanks again to James and Larissa
Hannah & Tom
Hannah & Tom
Nabila Ahmed
Sep 05, 2021
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Excellent professionalism and great spirit to help! Our mortgage couldn't have been done without your help! Thanks alot!
Anj P.
Aug 30, 2021
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Fantastic advice from James. He has been exceptional from start to finish in helping us secure our home with his professional advice. I have no hesitation in recommending Infinity Financial Advice!
D. Ross
Aug 21, 2021
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Positive:Professionalism,Responsiveness
Infinity Financial Advice was recommended to us from a good friend after been let down by a advisor recommended by the sales office of our new home. Fantastic advice from James from start to finish with regular contact from Larissa. Highly recommend, we will be returning in two years to remortgage. Thanks again
Infinity Financial Advice was recommended to us from a good friend after been let down by a advisor recommended by the sales office of our new home. Fantastic advice from James from start to finish with regular contact from Larissa. Highly recommend, we will be returning in two years to remortgage. Thanks again
Phil Cusack
Aug 17, 2021
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Positive:Professionalism,Responsiveness
We've been using Infinity for 4 years now and have had the pleasure of dealing with James. James' has always been thorough, accommodating and the advice provided has always been in our best interests. I can't recommend James and his team enough.
We've been using Infinity for 4 years now and have had the pleasure of dealing with James. James' has always been thorough, accommodating and the advice provided has always been in our best interests. I can't recommend James and his team enough.
Graham Keane
Aug 02, 2021
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Curtis was very helpful when we needed to port our mortgage he also gave us very good advise on changing our life insurance. I would recommend them for their excellent service.
