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”
“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 ”
“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”
Our Story
Who do we work with
At Ifamax Wealth Management, we work with a range of clients, including:
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Managing a business is time-consuming, and personal financial planning often takes a back seat. Ifamax works with owners of highly profitable companies and business owners to create financial strategies that promote sustainable wealth. We handle the complexities so you can focus on growing your business.
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Due to the nature of their work, managing personal finances can be challenging for barristers. We understand your unique financial challenges, such as the lack of a business to sell, the January tax bill panic, and being time-poor. We help you navigate these challenges with tailored financial solutions.
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Partners often work long hours, leaving little time for personal financial management. We address common concerns like life cover, income protection, and saving partnership share lump sums. We also help plan for transitions to less stressful careers and ensure sufficient retirement savings.
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Entertainers, like comedians, face unique financial challenges, including irregular income, lack of employer-funded pensions, and large ongoing tax bills. We provide specialised advice to help you extract income efficiently, plan for retirement, and manage tax obligations.
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Inheriting wealth can bring significant financial changes. While it can offer opportunities for debt repayment, security, or lifestyle improvements, it also presents complications. We guide you through managing your inheritance to secure your financial future.
Your Trusted Bristol-Based Financial Team
Ifamax Wealth Management, established in 2004, 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.
Frequently Asked Questions
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Ifamax Wealth Management is regulated by the FCA (Financial Conduct Authority) under reference number 526599. As an independent financial planner, we are dedicated to finding the right financial solutions tailored to your needs. We are 100% independently owned and operated.
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We provide a comprehensive range of wealth management services, including:
Financial Planning and Goal Setting
Retirement Planning
Investment Management
Tax Planning
Estate Planning
Inheritance Tax Advice
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We believe in full transparency regarding fees. The initial consultation is free. Our annual fee is 1%, applicable only once you decide to partner with us. Some specialist tax products may have upfront fees.
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You will have a dedicated financial planner from our team of six professionals. Our unique approach ensures that any team member can assist you if your adviser is unavailable, providing continuous support throughout your investment journey.
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Integrity and transparency are the cornerstones of Ifamax Wealth Management. As a regulated business, we aim to deliver optimal client outcomes. We maintain robust internal controls to avoid conflicts of interest and uphold our independence.
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Yes, we are regulated by the FCA, which mandates regular data submissions. We also employ an external compliance firm to audit our advice files and business practices. For investments, we partner with an independent firm that participates in our investment committee and monitors our strategies.
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Our commitment to long-term sustainability is reflected in our team, where four of our six financial planners and our managing director are under 40. We are focused on building a business that remains independent and dedicated to serving our clients for the long haul.
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While we aim to foster long-term relationships, we respect our clients' choices. After 45 days, we conduct a follow-up meeting to ensure your satisfaction. If you choose to leave, we impose no barriers or penalties.