Our experience
Young firm, old heads
Pacific IFA is a new firm in just one respect. It was launched to provide a contemporary kind of financial advice designed to meet better the needs of clients. As we’ve said, the business was set up to be more open and accessible, faster off the mark, more attuned to the more mobile world of work, offering different levels of service rather than a one-size-fits all package.
So in that sense, we’re definitely a young firm and make no apologies for it.
Yet Pacific IFA is far from new in the most important respect. We’re long on experience. The two senior partners alone have 35 years between them of providing financial advice. If we added in the experience of the rest of our team, it would probably be close to a century.
At Pacific IFA we believe there’s one sure equation in wealth creation: experience + qualifications + knowledge = success. At a very minimum our advisers hold Financial Planning Certificates one, two and three, and MAQ qualifications or equivalent. All are members of either the Personal Finance Society – the leading UK body for financial advisers with its rigorous standards of knowledge and conduct, or of the prestigious Million Dollar Round
Table with its 80 year-old code of ethics. Impressive as this is, we don’t rest on our laurels. We run a large annual budget for monthly training programmes, refresher courses, visiting lecturers, research papers. In short, everything that keeps our wealth-creation specialists on top of their game.
You invest with us, we invest in our people.
Pacific IFA may be new but it’s experienced and knowledgeable – and getting more knowledgeable all the time.
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