Pacific IFA

Our experience

Young firm, old heads

Pacific IFA is a new firm in just one respect. It was launched to provide a contemporary kind of financial advice designed to meet better the needs of clients. As we’ve said, the business was set up to be more open and accessible, faster off the mark, more attuned to the more mobile world of work, offering different levels of service rather than a one-size-fits all package.

So in that sense, we’re definitely a young firm and make no apologies for it.

Yet Pacific IFA is far from new in the most important respect. We’re long on experience. If we added in the experience of our team, it would probably be close to a century.

At Pacific IFA we believe there’s one sure equation in wealth creation: experience + qualifications + knowledge = success. At a very minimum our advisers hold Financial Planning Certificates one, two and three, and MAQ qualifications or equivalent. All are members of either the Personal Finance Society – the leading UK body for financial advisers with its rigorous standards of knowledge and conduct, or of the prestigious Million Dollar Round

Table with its 80 year-old code of ethics. Impressive as this is, we don’t rest on our laurels. We run a large annual budget for monthly training programmes, refresher courses, visiting lecturers, research papers. In short, everything that keeps our wealth-creation specialists on top of their game.

You invest with us, we invest in our people.

Pacific IFA may be new but it’s experienced and knowledgeable – and getting more knowledgeable all the time.

 

Our experience  Young firm, old heads

 

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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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