Financial Advisors offering retirement strategies to business owners and other self-made people who have £250k - £5m to invest.
As our typical client you are:
A business owner, professional or other self-made person
Typically, but not always, aged over 50 with one eye on retirement
Hard working and successful
Prudent, friendly and open minded
Caring about your family’s future
Your financial challenges probably include:
Converting business success into personal wealth, without paying too much tax
Knowing if your existing products are still appropriate
Generally seeing financial planning as a maze
Wanting to make sensible choices about your financial future
Help needed with retirement options
At Ifamax, we have a team of dedicated, dependable financial advisers, expertly experienced in providing the best financial advice and support to business owners and other self-made individuals like you. Planning and preparing for your retirement is what we specialise in. So you can hand that job over to us, allowing you to kick back and relax during those rare but vital moments away from work.
Travel the world, buy your dream car or a holiday home, or support your children and your grandchildren when buying a house or progressing through higher education. Whatever your goals are, we can help you put a plan in place that gives you the best chance of achieving them.
It’s time to get your money working, while you’re busy working yourself. At Ifamax, we are experienced in arranging the most effective pension solutions for our clients, in a tax structure that works best for your individual needs. We’re ethical investors and influential thinkers on sustainable investing.
Get in touch now to find out how we can help you plan for your financial future.