We collect client feedback through Google, as well as a company called Vouched For, the Trip Advisor equivalent for Financial Advisors, Accountants and Solicitors.
What people say about Ifamax:
“Max is very efficient and organised.
I feel safe in his hands. He came well recommended by people who work in finance.”
“I have used Max services for the past five years or so. He has been very thorough in getting to understand my requirements, goals, and philosophy in reaching them. We regularly discuss and agree strategy before it is acted upon. The proof of the pudding is in the performance of my assets under management and that is very good.”
“I have always found Max and his team to be friendly, professional and personable. I find the six monthly review an excellent way of understanding what is going on in the market, how it affects me, and changing the balance of my portfolio in the light of this. Max is pro-active in suggesting tax effective investments – very helpful for a client who would otherwise tend to inertia. I feel comfortable with Max’s advice, and that I will thus have sufficient funds to enjoy a reasonably comfortable retirement.”
“Max and his team are invariably friendly and efficient. The service they provide is prompt and reliable, The advice we have received from them, and in particular from Max himself, over a long period (more than 10 years) has been excellent. When we first instructed Max we had had a very bruising experience with a well regarded firm of financial advisors. Our assets had, in a short period, lost almost 30% and I was not at all satisfied with their approach to investment generally. Max made a far more accurate assessment of our needs and attitude to risk, and was able to pull back most of those losses over time. His handling of our investment portfolio and my SIPP has meant that we have been able to maintain the standard of living that we had set as our aim all those years ago. I would and indeed have on a number of occasions recommend him and his firm to anyone seeking peace of mind in regard to their financial affairs.”
“I had started my own business and was dissatisfied with my old company pension’s growth. I heard about Max through a friend and after a meeting him, I decided to transfer my investments across. Max ascertained very concisely what I wanted to achieve from my pension & investments and devised a strategy which took into account my attitude to risk, long-term aspirations, and was able to explain it clearly and concisely to me. The results that have been achieved have completely bucked market trends over the past several years and have totally surpassed my expectations. Ifamax are always clear in their explanations to me, and remain proactive in ensuring that my investments grow.”
“Extremely personable. Feel he has finger on the pulse with current changes in financial legislation. He takes great care to be fully appraised of clients’ financial affairs and an informed understanding of the appropriate balance in portfolio. Takes great care in ensuring that the client has a clear understanding of advice given. Provides detailed documentation of discussions and recommendations. Available to deal with any queries.”