We are Ifamax, a leading independent financial advisory firm in Bristol. Committed to providing our clients with the tools and strategies necessary to achieve their long-term financial goals, our client case studies exemplify the successful application of our unique financial planning process.
Entertainer
A 40-year-old male in the entertainment industry operating through his own limited company, came to us for much needed wealth management consultancy.
Early Retirement
Our client, a 59-year-old who worked for Bristol City Council, knew it was time for a change.
Business Owner
Our client sought financial guidance after selling their original business.
Inheritor
Our client sought financial help after she inherited her father’s estate.
Financial Security After Loss
With limited financial knowledge and emotional vulnerability, our client required a supportive and personalised approach to help navigate her financial future.
Financial Planning for Barrister
A 51-year-old barrister, unmarried, sought our help to navigate several financial challenges.
Financial Security After Divorce
Our client needed to plan her finances completely afresh after a divorce.
Intergenerational Planning
Our clients came to us for help planning their retirement after living overseas for work.