We are Ifamax, a leading independent financial advisory firm in Bristol. Committed to providing our clients with the tools and strategies necessary to achieve their long-term financial goals, our client case studies exemplify the successful application of our unique financial planning process.
Entrepreneur
A 40-year-old male entrepreneur in the entertainment industry operating through his own limited company, came to us for much needed wealth management consultancy.
Early Retirement
Our client, a 59-year-old who worked for Bristol City Council, knew it was time for a change.
Financial Security After Loss
With limited financial knowledge and emotional vulnerability, our client required a supportive and personalised approach to help navigate her financial future.