Your wealth in good health

We’re independent Financial Planners helping people across the North West to achieve their financial and lifestyle goals.

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Welcome to Ainsworths Panacea

We’re experts in finding holistic solutions that better your financial health.

We don’t just want to talk about your money.

We want to talk about you.

No matter your personal circumstances and needs, we will help you understand where you are now and design a bespoke strategy to achieve the future you want.

Over the years, we’ve developed specific expertise in working with clients who are:

Business owners

We’ll help you to manage your business, family, finances and future with one cohesive strategy.

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Planning for retirement

We’ll help you to manage your wealth sustainably and enjoy the freedom of retirement to the full.

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Already retired

We’ll help you to prepare for your eventual retirement with financial confidence, clarity and conviction.

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Live for today. Plan for tomorrow.

Above all, our financial planning process places you and your objectives at the heart of everything we do.

1. Initial discovery meeting

The first step is to identify where you are now and where you want to be in the future.

2. Research

We’ll then identify the resources you might need in order to satisfy your life plan.

3. Creating your plan

We’ll create a comprehensive plan to show you how to achieve your goals.

4. Recommendations

We’ll match specific financial products to your needs and make bespoke recommendations.

5. Implementation

We’ll help you to complete any paperwork and implement everything on your behalf.

6. Ongoing review

We’ll meet regularly to update your plan in line with any changes to your needs or goals.

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Meet the team

Between them, our Financial Planners have more than 100 years of financial services experience.

They are supported by a dedicated team of managers and administrators.

Ian Duffy

Ian Duffy

Managing Director & Financial Planner

Meet Ian
Brian Douglas

Brian Douglas

Practice Manager

Meet Brian
Andrew Hynes

Andrew Hynes

Adviser Support

Meet Andrew
Dianne Parker

Dianne Parker

Administrator

Meet Dianne

Hear from our clients

“During the seven or so years that I have been with Ainsworths, Ian Duffy has been in regular contact. He is keen to ensure that I am getting maximum value and benefit from my investments. I could not ask for a better service. Highly recommended.”

Leonie, Southport

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“Having never previously received financial planning advice, I was somewhat sceptical. However, I am now delighted that we had that first meeting. It’s great to have an experienced adviser looking after my portfolio. I can leave it to the expert.”

Peter, Blackpool

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“As I have been so focused on saving money over the years, it’s refreshing to be told it's okay to spend some! I feel more confident in managing my financial affairs. It's good to know that the same advice will continue over the years to come.”

Hilary, Lancashire

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“We have been very pleased with the financial services provided by Panacea. Their financial experts are very hands-on and take a structured approach to personal wealth management. From the initial analysis of our finances and ongoing needs, through a comprehensive planning process, Panacea have managed our funds well, consistently outperforming alternative services to optimise our financial requirements.”

C & B Pearson

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"David was recommended to us by an accountant friend and I have been extremely pleased with the financial investment and advice offered. David is a knowledgeable professional who is able to give informed advice on investments, financial planning and a range of other personal planning issues i.e. Wills, Power of Attorney etc."

Mr & Mrs Bould

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Get in touch

If you’d like to book an initial meeting or find out more about our services, please get in touch.