The Ifamax Way: Trusted Financial Planning You Can Rely On

At Ifamax Wealth Management, we’ve been delivering holistic, independent financial planning for over 20 years. Our approach isn’t about pushing products; it’s about understanding your life, values, and goals and creating tax-efficient strategies that work for you.

We typically work with clients who have £400,000+ in investable assets, including business owners, barristers, partners of law firms, entertainers, and other high-net-worth professionals.

Whether your focus is retirement planning, building long-term wealth, or protecting your family’s future, we can help you create a financial plan that delivers clarity and confidence.

What’s Included in Our Comprehensive Financial Planning

  • Goal Setting – Defining your objectives and aligning your plan with your values.

  • Strategic Tax Planning – Minimising tax liabilities while maximising available allowances.

  • Investment Management – Disciplined portfolio construction tailored to your needs.

  • Risk Management – Ensuring your plan reflects your risk tolerance and lifestyle goals.

  • Pension & Retirement Planning – Designing sustainable retirement income strategies.

Our Six-Stage Financial Planning Process

  • Stage 1 – Discovery Meeting (Free) – Understand your values, goals, and current position.

  • Stage 2 – Diagnostics (Free) – Analyse your current arrangements against your goals.

  • Stage 3 – Investment Plan Meeting (Free) – Present recommendations and discuss options.

  • Stage 4 – Mutual Commitment Meeting – Finalise your plan and begin implementation.

  • Stage 5 – 45-Day Follow-Up – Check progress, provide your first valuation, and answer questions.

  • Stage 6 – Regular Review Meetings – Keep your plan on track as life and markets change.

 Why Choose Ifamax for Your Financial Planning?

 Over 20 years’ experience in holistic planning

  • Free second opinion service

  • Client follow-up after 45 days – unique in our industry

  • Clear, transparent fees with no hidden charges

Frequently Asked Questions

  • We’re based in Bristol and work with clients across the UK, including London, and the Home Counties.

  • We typically work with clients who have £400,000+ in investable assets.

  • Yes. We collaborate with your other professional advisers to ensure your plan is fully integrated.

  • Our financial planning service has no initial charge. Ongoing fees are agreed in advance and reflect the value of our advice and support.

  • Any time, whether building wealth, preparing for retirement, or managing inheritance tax.

  • Yes. Our initial consultation is entirely free and without obligation.

Take the Next Step

If you have £400,000+ in investable assets and want to work with an experienced, Bristol-based team of independent financial planners, contact us today to book your free initial consultation.