IFAPortals

IFAportals logo

Services

IFAPortals has been developed for the forward-thinking IFA and Mortgage Adviser who wants to provide extra value to his clients whilst working smarter and increasing profitability.

Since the Internet is now "mainstream", your clients expect to be able to access information at the click of a button; if they can't get what they need from your website they will go elsewhere.

Keeping your clients fully informed, offering them the tools and services they want, and streamlining your business processes are certainto improve client retention and boost your profitability,enabling youtoenjoy continued financial success.

Benefits to Financial Adviser

IFAPortals can provide your business with a professional, compliant and cost effective Web presence (website design, hosting and email services), packed full of information, tools and features, yet amazingly simple to use and administer.

Our websites are specifically intended for IFAs, Mortgages Advisers and other intermediaries regulated either directly or indirectly by the Financial Services Authority.

Special Offering

20% discount on set-up fee and 10% discount on monthly cost for Panacea's community member.

More information
Visit http://www.ifaportals.co.uk

Contact
IFAPortals, Mark Barry
65 Dale Street, Milnrow, Rochdale, Lancashire, OL16 3NJ
Tel: 0845 0563477, email: customerservices@ifaportals.co.uk

Article last updated: Nov 6, 2008

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Panacea is the only active community for small directly regulated IFA firms who are looking for access to help, educational support, advice and technical training from major product providers.

What we do

Panacea’s role is to join up the loose connections between directly regulated Independent Financial Advisers and product providers. Over the years, smaller IFAs have lost the face to face support resource that existed for the benefit of customers. The aim is also to correct the support and service imbalance with providers – currently in favour of Networks and larger national IFA firms.

You can now access technical, business, educational and industry expertise in one place by browsing the Provider, Investment, Pension, Protection and Retirement zones of the site, connect with fellow practitioners via the online forum, and keep up to date with the latest breaking news, comment and industry trends via our feeds and free weekly email newsletter.

This is a financial services resource “mall”. Instead of floors we have zones- Investment, Pension, Protection, Retirement, instead of retail outlets taking space we have currently 15 Product Providers and various support services taking “floor space”.

Who we are

Panacea was founded in 2007 by Derek Bradley, a retired IFA. His vision has produced a site where small directly regulated IFA firms can easily access support again, exchange ideas and seek advice, where providers can establish direct contact with an important, yet often neglected, active distribution channel of small, directly regulated individuals or firms and all in one place.

After a highly successful launch the community is now growing and has the support of 15 major product providers and Unipass, plus over 1000 individual IFAs.

Who we work with

Our sponsors are Norwich Union, Aegon, AXA, Liverpool Victoria, Scottish Life, James Hay, Thames River Capital, Scottish Widows, ZOPA, Lincoln, Bright Grey, 7IM, Abbey for Intermediaries, Alliance & Leicester, Scottish Provident.

Panacea has also established key alliances with leading companies operating in the financial services market such as Defaqto, Trustnet, PYV, Citywire, Asset.TV, Wizard Learning, The Personal Finance Society, Funds Library, Rayner Spencer Mills, Marketing Hub, Mortgage Brain and Regus. They will bring to the community relevant, trusted information in a timely and objective fashion. Many services they offer are free, some at a beneficial cost to Panacea members.