Specialist Financial Planning and Wealth Management for Partners of Law Firms

As a law firm partner, your days are filled with client demands, team leadership, and growing the practice, leaving little time for your financial planning. Yet securing your financial future requires a clear, tailored plan that works alongside your career commitments.

At Ifamax Wealth Management, we specialise in independent financial planning for partners of law firms, helping you protect, grow, and pass on your wealth.

Key Financial Challenges We Solve for Law Firm Partners

1. Ensuring Sufficient Life and Income Protection

Life and income protection are essential, but knowing how much cover you need and which type isn’t straightforward. We assess your circumstances and design protection that safeguards you, your family, and your lifestyle if illness or injury prevents you from working.

2. Making Partnership Lump Sums Work Harder

Partnership distributions can be significant but irregular. We help you structure and invest these sums tax-efficiently, so they boost your long-term wealth and provide accessible income when needed.

3. Planning for Life Beyond the Partnership

The demands of practice management can lead to stress and burnout. Whether you’re planning to slow down, change your role, or exit altogether, we create a structured transition plan so you can step away on your terms, financially ready for the next chapter.

4. Structuring Pension and Retirement Savings

Unlike salaried employees, partners must self-fund their retirement. We help you choose and structure pension and investment solutions that align with your goals and provide the security you need in later life.

Why Work with Ifamax Wealth Management?

  • Proven experience working with law firm partners across Bristol and the UK

  • Independent, unbiased financial advice — not tied to any provider

  • Personalised planning that respects your time and professional priorities

  • Ongoing support to adapt your plan as your career evolves

Frequently Asked Questions

  • Yes. We regularly collaborate with accountants, solicitors, and tax specialists to ensure your financial plan is fully integrated and tax-efficient.

  • We typically work with clients who have £400,000+ in investable assets, as this allows us to provide the depth and quality of service our clients value.

  • While we don’t directly handle the sale or legal aspects of a partnership exit, we work closely with your accountant and other advisers to explore your options. Our role is to ensure that whichever route you take is aligned with your financial plan, tax-efficient, and protects your long-term wealth.

  • We recommend at least one formal review meeting per year, with additional check-ins as needed. Many partners prefer six-monthly updates, particularly around partnership distributions or significant financial changes.

Take the Next Step

If you’re a law firm partner with £400,000+ in investable assets, we can help you create a clear, confident path to financial security.

Contact us today for your free initial consultation and start building the future you want, on your terms.