To ease any worries you may have, we’ve asked some questions you might be considering. If you have any further queries, please get in touch.

Our office is in Nelson in Lancashire. We’re also happy to travel to you for meetings.

Ample parking is available at Nelson office.

We offer our initial meeting completely free of charge. It’s simply a chance for us to get to know each other and establish whether we can help you. It’s also an opportunity for you to understand more about the services we offer

If you have any financial documentation that you feel may be relevant, please bring it along. If not, don’t worry.

By no means. Please feel free to go away and consider our discussion before coming back to us.

Visit our contact page for our full contact details. You can also complete our contact form and a member of the team will be in touch.

Yes. That means we have the freedom to make bespoke final recommendations from the whole market. In other words, we work exclusively for you; not the provider.

Yes. We are regulated by the Financial Conduct Authority and you can find our entry on their register by clicking here.

We have a team of Financial Planners who will be able to assist you should your adviser be away. Our Practice Manager also has full access to files so can help you with any queries.

Our charges will depend entirely on the complexity of your financial situation and the scope of the work required. We will always explain our fees and confirm them in writing before we proceed with any work. You can learn more about our fees here.

We offer both percentage-based fees and fixed fees. You can learn more about our fees here.

If we take over the servicing of a contract, we may receive commission. If this is the case, it will always be disclosed to you beforehand.


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.