Helping you grow, protect and make more of your wealth
We help business owners, professionals, families and people approaching retirement bring their finances together, make confident decisions and build a clear plan for the future.
Our clients typically have £400,000 or more to invest and value an ongoing relationship with a financial planner who understands their life, not just their money.
Bristol-based financial planners | No initial advice fee | Ongoing financial planning
Who We Help
Financial Planning Built Around Your Life
Money is rarely the end goal. What matters is what your wealth allows you to do.
Our role is to bring everything together into one clear financial plan.
Financial Planning is Personal
Planning before products
Ifamax has been helping clients make important financial decisions since 2003.
We believe good financial planning starts by understanding you, your life, your family and what you want your wealth to make possible.
What It’s Like to Work With Ifamax
Read our client stories
Financial Insights and Guidance
Straightforward articles and guides to help you understand retirement, investments, tax planning and the financial decisions that matter.
News Content
Start With a Conversation
You do not need to have everything worked out before speaking to a financial planner.
An initial conversation can help us understand what you want to achieve, explain how we work and decide whether Ifamax is the right fit for you.