- Diploma in Financial Advice
- Financial Planning Certificate
- Advanced Financial Planning Certificate in Taxation & Trusts
- Member of the Institute of Professional Will Writers (IPW)
David has worked in financial services since 1993 and joined the Ainsworths Panacea team in 2010.
His areas of specialism include retirement planning, Inheritance Tax planning, investments, wills and trusts.
David works predominantly with business owners, people who have retired and those approaching retirement.
David is married to Stella. They have three children.
His main hobbies include walking, sailing and golf. David’s philosophy for life can be summarised as: “Live for today. Plan for tomorrow.”
The important stuff
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find David’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You can click here to view David’s.
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.”
“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.”
“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.”
“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. We highly recommend their services.”