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About Us About Us Meet The Team Client Case Studies Testimonials About You You Barristers Business Owners Entertainment Industry Partners of Law Firms Services Services Financial Planning Investment Management Pension Advice Retirement Options Sustainability Tax Planning Wealth Management Resources Resources Blogs Guides Media Contact us Contact Us Book a consultation Second Opinion Service
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ConsultationTel: 0117 33 22 626Wealthtime LoginTransact Login

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Video 3: Presenting the Investment Plan - A Client-Centric Approach
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Video 3: Presenting the Investment Plan - A Client-Centric Approach
Video 2: The Adviser's Role - Why ESG Conversations Matter
Video 1: Aligning Investments with Values - One Simple Question
Ifamax and GSI - should we be worried about inflation?
Webinar - Big companies, big returns?
Does sustainable investing reduce returns?
What can investors learn from academia?
Why overconfidence in investing can be dangerous
The Number 1 lesson from market history
How big is sustainable investing?
Preparing for retirement isn't just about money
Introducing Ifamax
Ethical Investing Event
Our Story
Sustainable Investing
The Ifamax Process
Planner Profile - Jamie Jacobs
Planner Profile - Ashton Chritchlow
Sustainable investors are more diverse than you thought
How to decide whether to trust an adviser
Risk and volatility are not the same thing
Lessons from the global financial crisis
Good news! The fund industry is finally shrinking
Retirees need help living life to the full
Is it a risk to manage without a financial adviser?
Transparency is a crucial trait in a financial adviser
1. How we'll tackle your paperwork
2. Show us what you've got
3. Keep, Scan, Can
4. Lightening the load
5. A streamlined new start
Declutter Timelapse
How financially literate are you?
Your home is not your pension
Why experiences trump possessions
Why we struggle to think long term
The benefits of mindful investing
Financial planners don't just advise you on investments
Learn to control your spending
Men and women see investing differently
How to be more disciplined about retirement saving
Three key principles of successful investing
Why exciting technologies can be risky
Why compounding is so powerful
Most of us don't pay enough attention to the future
Ground Floor, 1 Temple Back
Bristol,
BS1 6FL,
United Kingdom
01173322626 info@ifamax.com
Hours
Mon 08:30 to 17:30
Tue 08:30 to 17:30
Wed 08:30 to 17:30
Thu 08:30 to 17:30
Fri 08:30 to 17:30
Sat Closed
Sun Closed
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Bristol Wealth Management

Registered No:5120478 in England and Wales. Registered office: Ground Floor, 1 Temple Back, BS1 6FL. Ifamax Wealth Management is a trading name of Ifamax Limited which is authorised and regulated by the Financial Conduct Authority. FCA No:526599

 

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