Pacific IFA Ltd

Pacific IFA

The Pacific Pedigree

Pacific IFA Ltd is a market leading firm of Independent Financial Advisers that specialise in providing independent financial advice to companies and individuals. Being totally independent, they offer advice on solutions from the ‘whole of the market’ ensuring the most suitable products, services or funds are recommended in line with client’s individual needs. Pacific are authorised and regulated by the FSA.

The Pacific Clients

No two clients are the same. Pacific firmly believes that the financial advisory world has to change to meet different client aspirations and situations. It’s what clients want and need. Their high level of competence and the discretion offered, is reflected in their customer portfolio which includes, television producers, music directors, celebrity sports stars etc. Pacific have recently formed an affiliation with Octagon UK to offer our services and sponsorship to a number of their clients from the world of sports and entertainment. So you are in very good company and in very safe hands as a Pacific IFA client

The Pacific People

The Pacific team have been handpicked from the most talented individuals within the financial services sector. At Pacific there are eleven fully qualified IFA’s and two dedicated commercial and domestic mortgages specialists, together with a large back office team which includes Paraplanners and Account Managers. There is an in-house occupational pension transfer department that specialises in final salary and money purchase pension advice. There is also an in-house Compliance officer ensuring all staff keep up to date with regulatory matters and a dedicated IT Manager to ensure the firm’s infrastructure and systems keeps pace with the latest technology.

The Pacific Services

As “Independent” Financial Advisers, Pacific specialise in sourcing products and services from the ‘whole of market’ to meet individual client needs. That includes investments; onshore and offshore, savings plans, protection products, whether personal or corporate, tax structures, inheritance planning. And of course Pacific do retirement planning, whether personal or occupational, advising on saving for retirement as well as advising on the most appropriate options for taking benefits at retirement.


Pacific IFA Website

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