Building a nest egg. Financial planning

Investment management: Building your nest egg without putting all your eggs in one basket

Diversification is key to investment success. This Easter, check out our quick guide on how to build a nest egg without putting all your eggs in one basket.   The importance of building a nest egg It’s Easter, so let’s talk eggs…. nest eggs. The term nest egg is often used when discussing retirement planning,…

Retirement Planning

Retirement planning for expats: The importance of diversifying your retirement income streams

Diversifying income streams is crucial for retirement security, especially for expats who have additional financial complications to navigate. Robin Copley looks at the benefits of a diversified retirement income strategy.   Will you outlive your savings? Planning for retirement is far more challenging today than it was for our grandparents. In 1970, the average life…

Investment management – Riding the storm: navigating policy uncertainty, global capital shifts and the flight to safety

The current macroeconomic landscape is causing high uncertainty and confusion for investors. If you missed our recent webinar on how to navigate the markets in 2025, here’s a summary of the main points made by Omer Chowdhry, an experienced portfolio manager at, Aditum Investment Management Limited (“Aditum”), one of Infinity’s strategic investment management partners. The…

Retirement planning ofr expats

Retirement planning: six major pitfalls expats should avoid

If you get your planning right, you’ll enjoy a retirement characterised by freedom of choice, financial security, and the opportunity to live life on your own terms. However, for expats, retirement planning comes with unique challenges that can derail even the most well-intentioned plans. Robin Copley highlights six retirement planning pitfalls to avoid.   The…

5 steps in financial planning

Financial planning: Infinity’s 5-step process for a stress-free future

Feeling unsure about where to start with financial planning? You’re not alone. At Infinity, we follow a clear, structured 5-step process designed to make financial planning simple and stress-free. This guide will walk you through what to expect at each stage and how working with a professional can help you make informed decisions with confidence—so…

investment management

Investment management: How to diversify your portfolio and achieve long-term capital growth

It’s universally acknowledged that diversification is key to investment management success but what does it mean and how can you achieve it? We offer some practical suggestions for diversifying across and within different asset classes.   Diversification is key to investment success Financial advisers and investment managers may differ in their approaches to managing investment…

Education Fee planning

Education fee planning: UCAS is done, now how will you fund your child’s university education?

Last year the UK government officially announced a rise in minimum tuition fees for universities in the UK. As the UCAS deadline for university applications in the UK closes this week, many parents are panicking about how they are going to fund their child’s university education. Are you prepared?   How will I fund my…

New Year resolutions

Retirement planning: The best New Year’s resolution for 2025 – to get your finances sorted

If you’re looking to make an impact in 2025, why not make a truly life-changing New Year’s resolution this year: to start planning for a comfortable and secure retirement? We look at some key points to consider. Why planning for retirement should be this year’s resolution Another day, another survey revealing a looming retirement crisis.…