Pacific IFA

 

Our Difference

A journey built on trust

Relationships

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And for us, every single client is different, different in their earnings, aspirations, time frames, locations and ages. Some have relatively simple investment goals that can be achieved with a minimum of fine-tuning while others require regular attention. That’s especially true for those with big incomes, multiple assets and complex tax obligations.

And every client has a different tolerance of risk, depending on their circumstances. For instance, it makes investment sense for younger, higher-earning clients to be invested in a slightly higher-risk, higher-return portfolio than older, lower-earning clients.

That’s why we offer clients four levels of service according to need, as you can see elsewhere on our website. When you sit down with us, we can match your requirements up with the appropriate tier of service.

Purpose-designed investment, in short.

Client focus

These days, most of us will work for several different companies in a lifetime. Every time you move, it raises important wealth-creation issues. Portable pensions or company pensions? Offshore investments? Isas? The wrong decision will hurt in the long run.

Others won’t work for a company at all, except their own. So what’s right for employees probably won’t be right for the self-employed. Self Invested Personal Pension? Income protection? For the self-employed, there’s another investment universe to be explored.

 

 

 

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Pacific IFA Limited. Registered in the United Kingdom No. 6646763. Registered Office: Atlantic House, The Tye, East Hanningfield CM3 8AA. Authorised and regulated by the Financial Conduct Authority. FCA Register number 490522. You can check this via the FCA website at www.fsa.gov.uk/fsaregister (this website address is subject to change in the near future to the new FCA website) or by contacting the FCA on 0845 606 1234. The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Your home may be repossessed if you do not keep up repayments on your mortgage. You can choose how we are paid for mortgages: pay a fee, usually 0.5% of the loan amount, or we can accept commission from the lender. The FCA do not regulate some forms of Mortgage.

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