First Rail

read moreWhether you're planning for retirement well in advance, about to retire or simply trying to get financially organised, the earlier you take action the better. No matter your personal circumstances and needs, our highly experienced team of Financial Planners will help you understand where you are now and design a bespoke strategy to achieve the future you want. No matter your personal circumstances and needs, we will help you understand where you are now and design a bespoke strategy to achieve the future you want.

read moreHe 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. 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. 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).

read moreThere are several reasons why the advice, service and support we provide makes us stand out from the crowd. We don't just want to talk about your money. We want to talk about you. We place your needs and goals before any financial product or provider; that's what makes us different from Financial Advisers. As an independent firm, as opposed to a restricted firm, we have the freedom to make bespoke final recommendations from the whole market. In other words, we work exclusively for you; not the provider.

read moreWe 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. 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. 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.

read moreOne of the independent advisers that I met on a pre-retirement course recommended Ainsworths Panacea to me, so I got in touch. I was contacted by Ian Duffy who arranged to come and see me to discuss what Ainsworths could provide. I was impressed that, although the amount I had to invest was relatively modest, Ainsworths had fielded a Managing Director to introduce the company to me and manage my portfolio going forward. Ian was particularly keen to understand my views on risk and my requirements for investment.

read moreOur client journey has been developed in line with financial planning best practice and principles. Above all, our process places you and your objectives at the heart of everything we do. Our job is to identify exactly where you are now, how you got there and, more importantly, where you want to be in the future. We'll discuss how far away you are from achieving the things you want to and the potential options available to you. The discovery meeting is also a chance for you to get to know more about us, our services and our fees.