The Story Behind Ifamax Wealth Management
Ifamax Wealth Management began with a pivotal conversation in August 2002. I, founder Max Tennant, spoke with my mother after she had lost more than half her investment portfolio, much of it tied to risky dot-com start-ups and underperforming bonds. Having sold her share of our family farm in the 1990s, she had entrusted her wealth to professional advisers, but their strategies failed to protect her capital.
Knowing I could have done better for her, I felt a deep sense of responsibility. Determined to make a difference, I completed my final financial planning qualification and, in 2003, founded Ifamax with my mother as my first client. Soon, friends and family joined, and the business began to grow.
By 2004, Tamzin Howard became part of the team, followed by Ashton Critchlow in 2008. Over the years, we have developed into a close-knit, highly skilled group of independent financial planners based in Bristol, serving clients nationwide.
Your Trusted Bristol-Based Financial Team
Today, Ifamax Wealth Management independently manages over £300 million in assets, working exclusively with clients who have £400,000+ in investable assets. We specialise in:
Comprehensive retirement planning
Tax-efficient investment strategies
Inheritance and estate planning
Our expertise is tailored to the needs of business owners, the self-employed, and high-net-worth professionals. With in-depth knowledge of pension planning, income tax, and capital gains tax, our team is committed to helping you achieve lasting financial confidence.
Whether retirement is just around the corner or years away, our dedicated Bristol financial planners are here to guide you every step of the way. Contact us today to explore how we can help you secure your financial future.
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.
Take the Next Step
If you have £400,000 or more in investable assets and want to work with an experienced, independent Bristol financial planning team, we’d love to hear from you.
Book Your Free Initial Consultation today and start planning with confidence.