Boutique, Bristol-Based Financial Planning Since 2004
At Bristol-based Ifamax Wealth Management, our story spans over two decades, but our focus has always been on you.
We understand that financial planning is about more than money; it’s about life, your values, your vision, and the people who matter most. That’s where every great plan begins. We take time to listen and understand what’s important to you, then build a strategy designed to help you grow, protect, and pass on your wealth with confidence.
Founded by Max Tennant, Ifamax has grown through long-term relationships and trusted advice. In 2008, Ashton Chritchlow joined the firm, followed by Jamie Jacobs in 2013. In 2025, Ashton and Jamie became the majority shareholders, with Max continuing to share his experience and guidance, ensuring that our founding values—integrity, independence, and care—remain at the heart of everything we do.
Today, our team of four dynamic financial planners—all under 40—combine fresh thinking with deep technical expertise. We’re proud to bring a balance of innovation and experience, supporting clients through every stage of life.
As an independent firm based in Bristol, we manage over £300 million in assets for a select number of clients, typically those with investable assets of £400,000 or more.
Our expertise covers:
Comprehensive retirement planning – helping you picture, plan, and enjoy the life you want.
Tax-efficient investment strategies – structuring your assets for growth and flexibility.
Inheritance and estate planning – ensuring your wealth is preserved and passed on effectively.
We specialise in supporting business owners, barristers, law firm partners, and other professionals who want a clear path to financial independence. With expert knowledge, our role is to simplify complexity and give you peace of mind that your future is in capable hands.
Let’s build your financial future together.
Ifamax Wealth Management—protecting your wealth for a secure retirement
Frequently Asked Questions
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Your first meeting is all about getting to know you, your goals, values, and what’s important about money to you. Please bring:
Any relevant financial paperwork
Proof of identity (passport or driving licence)
Proof of address (utility bill dated within the last three months)
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We look after around 300 families. While we treat each person as an individual, our work is often with family units, which can also include children and the next generation.
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We explain our fees well before you decide to become a client. There’s no charge for your initial meeting or report writing. Once on board, our fees are deducted monthly in arrears as a percentage of assets under our management. For more details, don't hesitate to get in touch with us.
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No. There are no exit fees or penalties. We get paid only as long as you are a satisfied client.
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Yes. In some cases, particularly with transactional work such as tax planning and certain tax products, an upfront fee applies. These situations do not require ongoing servicing, though we still arrange regular valuations for you.
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No. For occasional small pieces of work, we ask for a charitable donation instead.
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Yes. We can introduce you to clients in similar situations, allowing you to hear about their experiences before deciding. Just let us know and we’ll provide a contact list.
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We aim to meet every client every six months. If that’s not possible (for example, if you’re living or working away), we can arrange a postal review, phone call, or Zoom meeting.
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Once you become a client, we’ll always book your next appointment before you leave. If we do miss each other, we’ll follow up to make sure regular contact is maintained.