Choosing a financial planner is a significant decision. At Ifamax Wealth Management, we believe you should feel confident not only in the advice you receive but also in who you are dealing with, how they are regulated, and the professional standards they meet.
That’s why we are open and transparent about our advisers, our accreditations, and how you can independently verify our status.
A CISI Accredited Financial Planning Firm
Ifamax Wealth Management is proud to be a CISI Accredited Financial Planning Firm.
This accreditation is awarded by the Chartered Institute for Securities & Investment (CISI) and reflects a firm-wide commitment to:
High professional and ethical standards
Robust financial planning processes
Ongoing professional development
A client-focused approach to advice
CISI accreditation is not awarded lightly. Firms must demonstrate that financial planning sits at the heart of what they do — not just investment management — and that advice is delivered consistently and professionally across the business.
Independent, Whole-of-Market Advice
Ifamax provides independent financial advice, meaning:
We are not tied to any product provider or investment house
We can recommend solutions from across the whole of the market
Advice is based on what is right for you, not what is promoted by a third party
Independence is an important safeguard for clients and allows us to build financial plans that are objective, flexible and tailored to individual circumstances.
Your Advisers
Advice at Ifamax is delivered by individual advisers, not by a system or model alone. You will work directly with qualified professionals who take the time to understand your goals, concerns and wider life plans.
Ashton Chritchlow
Ashton is a Certified Financial Planner, Chartered Wealth Manager and Managing Director of Ifamax Wealth Management. He is also a Fellow of the Chartered Institute for Securities & Investment and serves as President of the CISI Bristol & Bath Region.
Jamie Jacobs
Jamie is a Certified Financial Planner, Chartered Wealth Manager and Director of Ifamax Wealth Management. He is a Fellow of the Chartered Institute for Securities & Investment, sits on the regional CISI committee supporting professional development, and is a VouchedFor Top Rated Adviser 2025.
Gethin Richards
Gethin is a qualified Financial Planner at Ifamax Wealth Management, providing regulated advice to clients across a range of financial planning needs.
Kattrina Strothmann
Kattrina is a qualified Financial Planner at Ifamax Wealth Management, supporting clients with structured, ongoing financial planning.
Firm vs Individual Adviser – Why This Matters
It’s important to understand the difference between:
The firm (Ifamax Wealth Management), which is authorised and regulated by the Financial Conduct Authority (FCA), and
The individual adviser, who must also be appropriately authorised and qualified to give advice
We actively encourage prospective clients to verify both the firm and the adviser they will be working with.
How to Verify Us on the FCA Register
You can independently check our regulatory status in just a few steps:
Search for Ifamax Wealth Management to confirm:
FCA authorisation
Regulatory permissions
Search for your adviser by name
Review their individual permissions and status
The Financial Conduct Authority maintains this register and is the definitive source of regulatory information.
A Commitment to Transparency and Confidence
We believe good financial planning starts with trust. Being open about our status, qualifications and accreditations is part of that commitment.
If you ever have questions about:
our FCA permissions
CISI accreditation
adviser qualifications
or how our advice is regulated
we welcome the conversation.
Speak to Us
If you would like to understand how our team can help you build a clear, structured financial plan — or if you simply want reassurance about our regulatory status — please get in touch.