What does it mean to be a CISI Accredited Financial Planning Firm™?

Key benefits of this accreditation include:

  • A comprehensive financial planning framework designed to address your full financial life

  • Ongoing professional development and quality standards you can rely on

  • A transparent, trusted process from strategy through to long-term review

Being a CISI Accredited Financial Planning Firm™ signifies that Ifamax has met rigorous standards set by the Chartered Institute for Securities & Investment (CISI). It’s not a title you apply for; it’s one that’s earned through demonstrated competence, professional development, and a commitment to delivering a comprehensive financial planning service that puts your goals at the centre.

About us

In practical terms, for you: this accreditation reflects a structured, disciplined approach to financial planning that goes well beyond transactions or product recommendations. It’s an endorsement of quality, one that supports the way we help clients with complex decisions involving tax, retirement, investments, and wealth transfer.

What this means for Ifamax clients

We believe that financial planning should be clear, systematic, and personalised, and our accreditation reinforces exactly that.

Professional standards you can trust

CISI accreditation confirms that we have the structures, skills, and accountability in place to deliver financial planning that is:

Quality-driven
Our advice process covers the full breadth of your financial life, retirement planning, tax-efficient strategies, investment planning, and the protection of your wealth.

Competent and accountable
Our team meets ongoing professional development standards. That means you benefit from advisers who stay current with best practice, regulation, and planning techniques.

Clear and practical
We don’t use jargon. We map your goals to a plan that’s easy to understand, track, and evolve.

Confidently strategic
Accreditation reinforces our commitment to planning outcomes, not products. It supports long-term decision-making that helps you grow, protect, and pass on wealth in a tax-efficient way.

Why accreditation matters

There’s a big difference between giving financial advice and delivering truly comprehensive financial planning.

Markets fluctuate. Tax rules change. Goals shift. An accredited planning process helps you make confident decisions by focusing on what matters most — your life goals, your retirement income, and your long-term financial security.

With us, this means:

  • A planning approach that integrates all aspects of your financial life

  • Clear decision points rather than reactive product sales

  • Regular reviews that adapt to changes in your life or financial landscape

This structured approach reduces uncertainty and helps you sleep better at night knowing your plan isn’t just a snapshot — it’s a roadmap.

Explore our six-stage process

Who we help

We work with people and families who value thoughtful, long-term guidance — especially where complexity and life goals intersect.

Typical clients we support include:

  • Business owners looking to integrate business value into personal financial goals

  • Barristers and legal professionals managing irregular income, pensions, and tax-efficient planning

  • Partners of law firms with bespoke retirement and wealth transfer considerations

  • Entertainers and creatives needing flexible, goals-aligned plans

  • Professionals planning for retirement with confidence

  • Families focused on protecting and passing on wealth

If you’re unsure whether our approach fits your situation, we’re happy to talk through your needs — with clarity and honesty.

What you can expect when you work with Ifamax

At Ifamax, accreditation isn’t an add-on — it’s woven into how we work with clients from day one.

Here’s a snapshot of how we deliver planning that’s personal and purposeful:

  1. Discovery – We listen first. Your goals, concerns, and priorities steer the process.

  2. Financial mapping – We take a holistic view of your assets, liabilities, tax position, pensions, and investments.

  3. Goal setting – We prioritise what matters most to you and define meaningful objectives.

  4. Strategic design – We build your financial plan, incorporating retirement, tax efficiency, investment strategy, and protection.

  5. Implementation – We help you turn strategy into action with clear timelines and coordination.

  6. Ongoing review – Life changes. Your planning evolves with it — with regular check-ins and updates.

Explore our Full Planning Process

  • It’s a firm recognised by the Chartered Institute for Securities & Investment for delivering structured, high-quality financial planning services with professional rigor.

  • Not necessarily. Accreditation signifies quality and process. The best fit always comes down to your needs, complexity, and whether our planning style aligns with what you want.

  • Yes — retirement planning is central to what we do. We focus on building a sustainable retirement income, tax-efficient strategies, and regular reviews tailored to your evolving life.

  • Yes — Ifamax is proudly based in Bristol, supporting clients locally and across the UK.

Ready for a clearer financial plan?

If you want professional financial planning that helps you grow, protect, and pass on wealth, we’d love to work with you.

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