By combining a client’s financial requirements, assets and liabilities onto an online wrap platform, Pacific IFA has taken a holistic approach to financial planning and advice.
Financial products can now become part of an online portfolio that aims to meet their customers’ needs, and which can be accessed online 24/7.
Using online platforms also enables Pacific IFA to offer their clients a wider range of investment options, often at institutional rates, together with unbundled and transparent charging.
Pacific IFA has chosen three online platforms which their personal and business clients can now access. Please click on one of the links (right) to access your chosen online platform.
If you need further information in regard to accessing your online account please speak with your Wealth Manager or call (01245) 403500.