Our Wealth Management Services

Ifamax Wealth Management offers a full range of services to help you achieve your financial goals. Our comprehensive approach includes financial planning, retirement planning, investment management, tax planning, estate planning, and inheritance tax advice. We tailor our strategies to fit each client's unique needs and circumstances.

A summary of our key wealth management services:

Pension Transfer Advice:

As a leading independent financial advisor based in Bristol, we specialise in providing pension-related services to clients across the UK, including London and the home counties. This includes pension planning, pension transfers, pension consolidations and pension drawdown.

Financial Planning:

Our financial planning services are designed to help you achieve specific life goals. We assess your current financial situation, set realistic goals, and develop a customised plan to guide you toward achieving those objectives.

Retirement Options:

We focus on creating a sustainable income strategy for your retirement. By understanding your goals, we develop a personalised retirement plan that addresses income sustainability and the broader aspects of a fulfilling retirement.

Investment Management:

Our investment management approach is built on creating well-researched, diversified portfolios aligned with your risk tolerance and long-term objectives. We employ a disciplined, evidence-based strategy to deliver strong returns while minimising emotional responses to market fluctuations.

Tax Planning:

We offer tailored tax planning services to minimise your tax liabilities. Our strategies are designed to align with your overall financial plan, ensuring tax efficiency across investments, income, and estate planning.

Who Do We Manage Wealth For?

Business Owners

Managing a business is time-consuming, and personal financial planning often takes a back seat. Ifamax works with owners of highly profitable companies to create financial strategies that promote sustainable wealth. We handle the complexities so you can focus on growing your business.

Barristers 

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.

Partners of Law Firms

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.

Entertainers

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.

Wealth Inheritors 

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.

Why Choose Ifamax Wealth Management?

Future-Proof Guidance:

Four out of six advisers at Ifamax Wealth Management are under 40, ensuring continuity and long-term support into your retirement.

Transparent Fees:

We offer a transparent fee structure with no initial fees and an annual fee of 1%.

Discounts:

Our size allows us to negotiate reduced fees with some of the funds we invest in, passing on the savings to you.

Second Opinion Service:

We provide a free second opinion service to review your current investments and plans.

45-Day Follow-Up Meeting:

We offer a complimentary 45-day follow-up meeting to ensure your satisfaction with our services.

Client Feedback:

Our commitment to excellence is reflected in our top ratings on Google and VouchedFor.

No Barriers:

If you choose to move your money elsewhere, we impose no obstacles or penalties.

Wealth Management FAQs

  • According to the Financial Times in August 2023, the typical range for individuals seeking wealth management services is between £250,000 and £5 million in investable assets.

  • Wealth management is a comprehensive service focused on managing, growing, and preserving an individual's or family's wealth. It encompasses investment management, tax planning, estate planning, retirement planning, risk management, and philanthropic guidance.

  • Wealth managers provide specialised services such as holistic financial planning, investment management, tax planning, estate planning, retirement planning, risk management, and advising on inherited wealth. They build long-term relationships and adapt strategies to clients' changing needs and market conditions.

  • Our initial consultation is free. If you partner with us, our annual fee is 1%. Some specialist tax products may have upfront costs, which will be communicated.

  • We work with a diverse range of clients, including business owners, barristers, partners in law firms, entertainers, and wealth inheritors. Wealth management benefits individuals with substantial assets or complex financial needs.

  • Ifamax Wealth Management offers services in financial planning and goal setting, retirement planning, investment management, tax planning, estate planning, and inheritance tax advice.

  • Book a free wealth consultation to see how we can help you achieve your financial goals.