Ifamax Bristol

Your Trusted Bristol-Based Financial Team

Ifamax Wealth Management, established in 2003, provides comprehensive wealth management services, helping over 300 families in Bristol and across the UK, including London, the home counties and the Midlands.

Our dedicated team of six financial planners offers a personalised, holistic approach, tailoring strategies to individual financial goals. With a focus on long-term relationships, Ifamax supports clients in navigating investments, retirement, inheritance, and tax planning. We work with professionals, business owners, and families, emphasising trust, integrity, and commitment to excellence.

Our Story

Client Testimonials: Over 20 Years of Putting Clients First

All our dealings with the team at IFA Max have been professional, efficient, thorough and courteous. Jamie is our main contact and he always delivers on his promises, giving great customer service. He is always well-prepared and explains matters clearly. All in all, a pleasure to deal with this firm
— Huw and Kim T
I’ve been dealing with Ifamax since 2014 and have been receiving outstanding service from the get go. Max and the team are extremely knowledgeable and always put the needs of their clients as their top priority. The strategies and advice I’ve received to date from the Ifamax team have delivered some superb results which I couldn’t be happier about. And the cherry on the top is the fact that Max, Jamie and Ashton are great guys to deal with and I look forward to catching up with them every time we meet
— Adam H
What we like about Ifamax is the personal touch that one receives either when visiting their office or when dealing with them via email or on the phone. Max and his team are really dedicated to their clients and they take a lot of interest in you on a personal level. They are always very quick to follow up requests and emails which makes them the most professional team we have ever worked with here in the UK. We are really lucky to have found Ifamax and would fully recommend them
— Mike K

Who do we work with

At Ifamax Wealth Management, we work with a range of clients, including:

Frequently Asked Questions