Our People

Stephen Davis
Director

A co-director and founder of Pacific IFA, Stephen has 18 years experience in the financial services industry. He started out in his family run I.F.A practice and spent time training at Albany Life. Several years as an AXA Financial Adviser is where he gained his Chartered Insurance Qualifications. Stephen went on to work for Zurich and for the last 6 years he ran his own I.F.A business.

During his time with AXA and Zurich Stephen undertook a number of internal training programs, passed many exams and achieved numerous awards. He was also recognised as one of the highest achieving young adviser within these institutions.

Stephens’s expertise is single premium investment both UK based and offshore which includes IHT planning. He also provides advice in retirement planning which includes SIPPs and Income Drawdown.

As a Senior Partner of Pacific IFA, Stephen provides advice to our high net worth clients that include; Accountants, Lawyers, film directors and premiership footballers. He is also keen to look at new investment opportunities for the company and exploring the setting up of new investment funds to maximise the growth of client’s investment monies at Pacific IFA.