Pacific IFA

 

A whole world of wealth-creation

 

 

 

 

Our products

A whole world of wealth-creation

In his biography the world’s greatest investor, Warren Buffett, observed that very few people were qualified by experience and knowledge to invest in the world’s major markets for shares, bonds and the like.

As you can see from the panoply of financial instruments below, that observation probably also holds true in the area of personal wealth creation. These are just some of the products we employ and advise on a daily basis to enhance the quality of our clients’ lives.

INVESTMENTS

  • Investment Bonds
  • Unit Trusts
  • OEICS (open ended investment companies)
  • Funds
  • Offshore Deposit Funds
  • Products with Guarantees
  • Child Trust Funds

RETIREMENT PLANNING

  • Personal Pensions / Company Pensions
  • Group Personal Pensions
  • SSAS’s (small self administered schemes)
  • FURBS (funded unapproved benefit schemes)
  • Unsecured Income
  • Phased Retirement
  • Annuities
  • ASP (Alternatively Secured Pensions)
  • Pension Products with built in Guarantees

SAVINGS           

  • ISAs
  • Deposit Accounts
  • Offshore Deposit Accounts
  • National Savings / Premium Bonds

LIFE PROTECTION

  • Term Assurance
  • Decreasing Term Assurance
  • Whole of Life
  • Payment Protection
  • Permanent Health Insurance
  • Family Income Benefit
  • Critical Illness
  • Private Medical Insurance

INHERITANCE TAX PLANNING

  • Discretionary Gift Trusts
  • Gift and Loan Trusts
  • Flexible Trusts
  • Absolute Trusts
  • Bare Trusts

MORTGAGES

  • Repayment Mortgages
  • Interest Only Mortgages
  • Buy to Let Mortgages
  • Let to Buy Mortgages
  • Fixed Rate Mortgages
  • Tracker Mortgages
  • Discount / Capped / Offset Mortgages

 

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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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