We believe in charging fair fees for advice that adds value to every client we work with.

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. As a guide, here are the stages at which you can expect to be charged:

  • Financial advice: We charge a fixed fee based on the complexity of your situation and the time it takes us to prepare and present our advice.
  • Research and implementation: We charge a fee to cover the cost of implementing our recommendations.
  • Regular reviews: We charge a fee to ensure your financial plan remains suitable for your needs, circumstances, goals and objectives.

Naturally, 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 then ask us to proceed with the advice process, that is when we will begin to charge. You can find out more about the process here.

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.