- Diploma in Financial Advice
- Financial Planning Certificate
Ian joined Ainsworths Panacea in 2011 having worked in financial services since 1998.
He specialises in financial planning around retirement and investments.
Ian works predominantly with business owners, people who have retired and those approaching retirement.
Ian is married to Claire and they have one child.
You can often find Ian out walking or working out at the gym.
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.”
“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."