Pacific IFA

 

        We do the worrying

 

 

Systems

Tools for the job

Wealth creation can’t be done out of a box, like a jigsaw puzzle. But you still need the boxes – the right tools. That’s why we invest a lot of money in ourselves. You could say we’re big spenders, but for the benefit of clients.

Take our software, for example. Among other systems we have state-of-the-art pension-based software O&M and the enormous Aequos database.

As we keep on saying, in the investment universe you can’t know too much.

Knowledge is the secret to peace of mind in wealth creation. If you know the risks, you’ve got peace of mind. And at Pacific IFA we’re extremely risk-conscious. So risk is a big word for us, probably the biggest.

That’s why we do a lot of stress-testing, using sophisticated models to calculate risk levels. We stress-test our clients’ portfolios all the time. We stress-test a wide range of investment products from unit trusts and open-ended investment companies to specialist funds and offshore deposit accounts. We stress-test retirement alternatives from group pension plans to self-invested pension plans.

Stress? We love it.

 

 

 

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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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