About Us
A Brief History
Experienced. Approachable. Client Focused.
At Infinity Financial Planning, we believe good advice starts with understanding what matters most to you. Our role is to help you make informed financial decisions with confidence, supported by clear guidance and long-term professional relationships.
Our Story
Infinity Financial Planning was established in March 2012 with a simple aim: to provide straightforward, professional financial advice built around long-term relationships and exceptional client service.
Having joined Infinity Finacial Planning in Aust 2015 as co-directors, following changes in May 2026 The business is now wholly owned and managed by Directors Gary Brown and Simon Ward, who have worked together for over 20 years and bring a wealth of experience across financial planning, mortgages and protection.
Gary Brown
After leaving school, Gary went on to study at the University of Warwick, where he achieved a degree in Mathematics, Operational Research, Statistics and Economics (MORSE).
Following three years working within the construction industry, Gary decided to pursue a career in financial services. He relocated from his home city of Liverpool to Essex and joined Zurich Insurance Group as a Financial Adviser.
In 2004, Gary moved into the independent advice sector by joining the Positive Solutions network, where he continued to develop his expertise and build long-standing relationships with clients. Before becoming a co-director with Infinity Financial Planning in August 2015
Having spent more than two decades helping individuals, families and business owners achieve their financial goals, Gary remains passionate about providing clear, practical advice tailored to each client’s individual circumstances.
Gary is a Chartered Financial Planner and advises in all areas of financial advice
Simon Ward
After completing his A Levels, Simon began his career with Barclays as an office junior within the East London branch network.
Over the next 19 years, Simon progressed through a variety of roles, gaining extensive experience in banking, mortgages and lending. His career eventually led him to become a Branch Mortgage Specialist before moving into a Business Development Manager role, supporting independent financial advisers and mortgage brokers.
In 2004, Simon joined Gary at Zurich, specialising in mortgage and protection advice before later moving into the independent advice sector through Positive Solutions. Before becoming a co-director with Infinity Financial Planning in August 2015
Throughout his career, Simon has built his reputation on providing straightforward advice and helping clients navigate important financial decisions with confidence.
Simon is our Mortgage, Equity Release and Protection specialist
Infinity Financial Planning Today
Since becoming the sole owners of Infinity Financial Planning in 2026, Gary and Simon have continued to build upon the strong foundations established when the firm first began trading in 2012.
Their combined experience, shared values and long-standing working relationship help ensure clients receive advice that is professional, personal and focused on achieving the best possible outcomes.
Today, Infinity Financial Planning continues to support individuals, families and business owners across a wide range of financial planning needs, helping clients make informed decisions and plan confidently for the future.
Over 60 Years of Combined Financial Services Experience
Gary and Simon have worked together since 2004 and have spent their careers helping clients navigate life’s most important financial decisions. Their shared commitment to clear advice, personal service and long-term relationships remains at the heart of Infinity Financial Planning today.
Gary Brown
Chartered Financial Planner
Gary is married to Sarah and they have two grown-up sons. Family life remains hugely important to him and much of his time away from work is spent with his family and their dogs.
A strong believer in maintaining an active lifestyle, Gary enjoys running, swimming and regular gym sessions. Originally from Liverpool, he continues to follow Liverpool Football Club with the same enthusiasm as when he first watched them as a boy.
Having spent more than two decades helping individuals, families and business owners achieve their financial goals, Gary remains passionate about providing clear, professional advice and building long-term relationships with his clients.
Simon Ward
Mortage and Protection Specialist
Simon is married to Belinda and they have two grown-up sons. When not helping clients with their mortgage, equity release and protection needs, he enjoys spending time with his family and making the most of the outdoors.
Whether tending to his garden and vegetable patch or walking the family dog through local country parks, Simon appreciates the opportunity to switch off and enjoy the countryside.
A keen follower of Formula One and motorsport generally, Simon also enjoys watching international rugby. He is also an enthusiastic church bell-ringer and enjoys the challenge of mastering the fascinating complexities of traditional change ringing.
With over 35 years of experience in financial services, Simon prides himself on providing straightforward, practical advice and helping clients navigate important financial decisions with confidence.
