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Welcome to our Ainsworths Panacea ‘Financial Planning for Life Wealth Management Programme’
We offer three individual service levels for our private clients: Wealth Preservation Service, Wealth Consolidation Service and our Portfolio Management Service. This section will provide you with a clear explanation of what you can expect as a Panacea wealth management client.

Wealth Preservation Service
This is our Premier Service for clients with liquid assets of £250,000 or more who require detailed advice on investment, tax and estate planning and wealth preservation.

Our role is to help you identify, achieve and maintain your desired lifestyle, tax efficiently, without the fear of running out of money.

Wealth Consolidation Service
This is our most popular service level. Securing your financial future can only be achieved by having a close working relationship with your Financial Planner and this level of service for clients with liquid assets of £100,000 or more gives you this relationship.

Our role is to make sure you are well looked after through regular reviews and your plans continue to match your objectives.

Please note the total cost of each portfolio depends upon various factors such as fund size, wrapper, type of portfolio chosen, underlying fund charges and commission rebates.

Portfolio Management Service
This is our standard service level for clients with liquid assets of less than £100,000.

Our role is to oversee your portfolio and communicate with you via post or through a secure portal to continue to match your objectives.

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Ainsworths Panacea is a trading style of Ainsworths Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.
We are entered in the FCA's register under reference 192807. Registered in England Reg number 4000799.