Ifamax Your Trusted Partner In Financial Planning and Wealth Management

Ifamax Wealth Management is authorised and regulated by the Financial Conduct Authority (FCA) under reference number 526599. As an independent financial planner based in Bristol, we are 100% privately owned and committed to finding the right solutions for your needs.

We provide a comprehensive range of wealth management and financial planning services, including:

• Financial Planning and Goal Setting

• Retirement Planning and Income Strategies

• Investment Management and Portfolio Reviews

• Tax-Efficient Planning

• Estate and Inheritance Tax Planning

• Pension Transfer Advice

We believe in transparent, fair pricing. Our financial planning service has no initial charge, and our ongoing fees are designed to reflect the value of the tailored advice and ongoing support we provide.

You will have a dedicated financial planner from our four-strong team, supported by colleagues who can step in if your adviser is unavailable. This ensures continuity of service and consistent advice throughout your journey with us.

Integrity and transparency are central to our approach. We:

• Follow strict FCA rules and submit regular data reports

• Maintain robust internal controls to avoid conflicts of interest

• Uphold our independence by not being tied to any provider

Yes. Alongside FCA regulation, we use an external compliance firm to audit our advice files and business practices. For investments, we work with an independent research firm that sits on our investment committee to monitor and challenge our strategies.

Our four financial planners, including our Managing Director, are under 40 and are building a sustainable, long-term business that will remain independent and client-focused for decades to come.

Our goal is to deliver such value that clients choose to stay. We conduct a follow-up meeting 45 days after joining to ensure your satisfaction. If you ever decide to leave, there are no penalties or barriers.

Running a successful business often leaves little time for personal financial planning. Our financial planners work with owners of profitable companies to create tax-efficient strategies that protect and grow personal wealth. We take care of complex planning so you can focus on building your business.

Irregular income, heavy workloads, and January tax deadlines can make financial planning difficult. We understand the challenges barristers face, from the absence of a business sale to time constraints, and provide tailored strategies to manage cash flow, reduce tax stress, and secure your future.

Balancing partnership responsibilities with personal financial goals can be demanding. We address priorities such as life cover, income protection, and investing partnership share lump sums. We also help plan transitions to less stressful roles while ensuring your retirement savings stay on track.

From comedians to other performing professionals, many entertainers face unpredictable income, no employer-funded pensions, and significant tax bills. We deliver strategies for efficient income extraction, retirement planning, and ongoing tax management so you can focus on your craft.

Receiving an inheritance can open opportunities but also bring complexity. We guide you in structuring and investing your inheritance, balancing lifestyle improvements with long-term security, and preserving wealth for future generations.