Ifamax Wealth Management was established with a simple aim:

to provide clear, thoughtful financial planning that helps people make better decisions about their future.

The business was founded in 2003 by Max Tennant. In 2025, Ashton Critchlow and Jamie Jacobs became majority shareholders, ensuring continuity for clients and the long-term direction of the firm. Ashton joined Ifamax in 2008, and Jamie joined in 2013, bringing years of experience and a deep understanding of the clients we work with.

Our team is made up of financial planners under 45, combining fresh thinking with strong technical knowledge and experience.

Over the past 20 years, we have built long-term relationships with individuals and families who value clarity, consistency, and a structured approach to managing wealth.

Our business has grown through referrals and ongoing client relationships—something we believe reflects the importance of trust in financial planning.

How We Work

Our approach is grounded in a few key principles:

  • Planning before products

  • Long-term thinking over short-term reaction

  • Simplicity over unnecessary complexity

  • Consistency over time

We focus on building financial plans that can adapt to uncertainty, rather than trying to predict it.

Our Credentials & Accreditations

We believe that professional standards matter.

Ifamax Wealth Management is authorised and regulated by the Financial Conduct Authority, and our team holds a range of professional qualifications and accreditations.

In 2025, we were recognised as a CISI Accredited Financial Planning Firm™, reflecting our commitment to delivering comprehensive financial planning and maintaining high professional standards.

Other accreditations include:

VouchedFor

An independent review platform where clients can share their experience of working with a financial adviser, helping others make informed decisions.

Cyber Essentials

A UK Government-backed cybersecurity standard designed to protect against common online threats and ensure robust data protection.

These accreditations reflect two important areas:

  • How we deliver financial planning — through a structured, client-centred approach

  • How we protect your information — with recognised cyber security controls designed to reduce risk and safeguard client data

However, qualifications and accreditations are only part of the picture. What matters most is how advice is applied in practice—and how it supports clients in making better decisions.

Supporting Bristol Businesses

We are proud to be based in Bristol and to work closely with other local businesses and professionals.

Over time, we have developed relationships with:

  • Accountants

  • Solicitors

  • Business advisers

This allows us to take a more joined-up approach when supporting clients, particularly business owners and professionals with more complex financial needs.

We also make a conscious effort to support local businesses in the way we run our own business.

When clients visit our office—or simply through the small details—we aim to reflect the local community we are part of:

  • Bristol Plant Man – supplying plants throughout the office, helping create a calm and welcoming environment for important conversations

  • Ruby Hue – providing ethically sourced chocolates for client birthdays

  • Wiper and True and Averys Wines – offering a mix of modern and traditional Bristol-based drinks, reflecting both heritage and innovation

Being part of the Bristol business community is an important part of who we are. It allows us to remain connected, relevant, and accessible to the clients we serve.

By supporting local businesses, we aim to:

  • Keep our relationships human and personal

  • Support the local economy we are part of

  • Reflect our belief in thoughtful, long-term decision-making

It is a small detail—but one that reflects how we think.

A Focus on Long-Term Relationships

Our role is not just to provide advice, but to build relationships that develop over time.

Many of our clients have been with us for years. As their circumstances change, their financial plan evolves with them.

That continuity allows for better decision-making, greater clarity, and a more considered approach to managing wealth.

Call to Action

If you are looking for a financial planner in Bristol who takes a long-term, structured approach to financial planning and wealth management, we would be happy to have an initial conversation.

book an initial conversation

Frequently Asked Questions

  • Ifamax was founded in 2003 by Max Tennant. In 2025, Ashton Critchlow and Jamie Jacobs became majority shareholders, ensuring continuity for clients and the long-term development of the firm.

  • Yes. Ifamax Wealth Management is authorised and regulated by the Financial Conduct Authority. Our team holds a range of professional qualifications, and we are recognised as a CISI Accredited Financial Planning Firm™.

  • It reflects a commitment to delivering comprehensive financial planning and maintaining high professional standards, including ongoing development and a structured approach to advice.

  • Yes. We regularly work alongside accountants, solicitors, and other advisers to provide a more joined-up approach—particularly for clients with more complex financial needs.

  • Being based in Bristol allows us to build strong local relationships and remain connected to the community we serve. It also helps us provide a more personal and accessible service.