About Us — Ifamax Bristol

The Story Behind Ifamax Wealth Management

Ifamax Wealth Management began with a pivotal conversation in August 2002. I, the founder (Max Tennant), spoke with my mother after she’d lost over half her investment portfolio, mainly due to risky investments linked to the dot-com bubble. After selling her share in our family farm in the 1990s, she invested with trusted advisers. Unfortunately, those investments in volatile start-ups and underperforming bonds led to devastating losses. Knowing I could have done better for her, I felt a profound responsibility.

Motivated to make a positive difference, I completed my final financial planning qualification and founded Ifamax in 2003, with my mother as my first client. Soon, family and friends joined. By 2004, Tamzin Howard joined the team, followed by Ashton Critchlow in 2008. Together, we’ve built Ifamax into a close-knit, highly skilled team of financial planning professionals based in Bristol, serving clients across the UK.

Your Trusted Bristol-Based Financial Team

Today, Ifamax Wealth Management independently manages over £300 million in assets. We specialise in comprehensive retirement planning, tax-efficient investments, and inheritance planning, focusing on the unique needs of business owners, the self-employed, and high-net-worth professionals. Our team is committed to helping you achieve financial confidence and security, with expertise in pension planning, income tax, and capital gains requirements.

Whether retirement is on the horizon or years away, our dedicated team at Ifamax is here to help you secure your financial future. Contact us to explore how we can support your goals.


Our Story

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