Get in Touch with Our Bristol-Based Financial Planners

Speak to a Financial Adviser in Bristol

Phone: 0117 33 22 626

At Ifamax Wealth Management, we understand that work, family and other commitments can make it difficult to attend meetings in person.

As a Bristol-based financial planning firm, we offer flexible consultations, including video and telephone meetings, so you can access expert advice in a way that suits you.

We typically work with individuals and families who have £400,000 or more in investable assets and are looking for long-term support with:

  • Wealth management

  • Retirement planning

  • Tax-efficient financial planning

  • Investment strategies

If you feel we may be the right fit, we would be pleased to arrange an initial consultation.

Our Office

Visit us at our Bristol office:

Ifamax Wealth Management
Ground Floor, 1 Temple Back, BS1 6FL