Qualifications

At work

Ian started working in financial services in 1991 as a home service agent for the CIS.

He moved to independent status in 2005 when he left the CIS to join Holliday and Pickup, working alongside Paul Griffin.

Ian regards himself as an “all-rounder”; he works with clients from all walks of life, advising on all aspects of financial planning.

At play

Ian has two grown-up children and lives with partner Jacqui.

He is a keen musician and has been playing the trumpet since the age of 10. He still continues to play in a swing band and also loves live music concerts.

Ian also enjoys fell walking; he has lived in Glossop since 2000, so thoroughly enjoys the easy access to the Peak District that his location provides.

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 Ian’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 Ian’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.”

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. We highly recommend their services.”

C & B Pearson

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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.