More Than Just Wealth Management

For over 20 years, Ifamax Wealth Management has delivered independent, personalised financial planning to clients across Bristol, London, and the Home Counties.

We believe financial planning should go far beyond simply “selling products.” Our role is to understand your unique needs, goals, and values, and create holistic, tax-efficient strategies that genuinely improve your life and financial future.

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

Our Key Services

  • We help you gain clarity, set realistic goals, and build a plan that adapts as your life changes. Through regular reviews, we ensure your financial strategy remains aligned with your evolving priorities.

  • We combine sophisticated investment strategies, risk management, and tax-efficient planning to help grow and protect your wealth, whether your goal is retirement security, legacy planning, or philanthropy.

  • We tailor your portfolio to balance growth and stability, aligned with your risk tolerance. Our team actively monitors and adjusts your investments as market conditions and your circumstances change.

  • From pensions to flexible drawdown options, we create sustainable, tax-efficient retirement income strategies so you can enjoy the lifestyle you want, without worrying about running out of money.

  • We assess costs, benefits, and risks to determine if a transfer is right for you. Every recommendation is designed to protect your retirement income and align with your goals.

  • We work to reduce your liabilities across income tax, inheritance tax, and capital gains tax, making full use of allowances and reliefs to optimise your financial position.

Why Choose Ifamax Wealth Management?

  • Independent and unbiased advice — no ties to product providers

  • Specialist expertise in high-net-worth financial planning

  • Proven track record of over 20 years

  • Client-first ethos — your goals drive every decision we make

Take the Next Step

If you have £400,000+ in investable assets and want to partner with an experienced, Bristol-based financial planning team, book a call to start building your secure financial future.