Pacific Life
 
Pacific IFA Wrap Platforms

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.

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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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