Qualifications
- Diploma in Financial Advice
- Certificate in Financial Advice
At work
Having held client-facing financial services positions since 1984, Paul has extensive knowledge relating to investments, pensions, protection and Inheritance Tax planning.
Paul really likes to interact with clients, helping them to tax-efficiently enjoy their accumulated wealth throughout their lifetime.
He believes the use of market-leading financial planning software really makes a difference in helping clients make informed decisions about their future lifestyle.
At play
Paul has been married for 34 years and has two grown-up children. He is a very keen golfer and a Manchester City fan.
Paul loves holidaying with his family. He particularly enjoys cruises and the visiting Western USA.
The important stuff
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 Paul’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.”
"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."