Grow, protect and pass on wealth — with a clear plan behind every decision.
Wealth management isn’t just about picking investments. It’s about making sure every part of your financial life works together: your tax position, retirement plans, family goals, and long-term legacy.
At Ifamax Wealth Management, we provide wealth management and financial planning in Bristol and across the UK for individuals, families and professionals who want clarity, confidence and ongoing guidance, typically with investable assets of £ 400,000+.
What is wealth management?
Wealth management is a joined-up approach to managing your finances over time. It brings together:
Financial planning (your goals, priorities and cashflow)
Investment strategy (structured, evidence-based, aligned to your plan)
Tax-efficient planning (making the most of allowances and reducing unnecessary tax)
Retirement planning (income, sustainability, flexibility and lifestyle outcomes)
Wealth transfer and estate planning (protecting and passing on wealth across generations)
The purpose is simple: to help you make better decisions and keep making them as your life evolves.
The Ifamax approach to wealth management
A clear process. A personal relationship. Ongoing support.
When people come to us, it’s often because they want one or more of the following:
Confidence they’re making the right decisions
A plan that makes sense of complexity
A structured approach to investing, tax and retirement
A long-term partner who keeps things on track
That’s the heart of the Ifamax Way: we begin with understanding you, then build a plan that’s practical, structured and designed to evolve.
What wealth management can help you achieve
Grow
Build wealth steadily with an investment strategy aligned with your goals, timeframe, and risk capacity: structured around real outcomes, not market noise.
Protect
Reduce avoidable risk: from tax leakage and poor portfolio structure, to under-protected family needs, to retirement income uncertainty.
Pass on wealth
Create a plan for your estate and wealth transfer to ensure assets flow to the right people, in the right way, with the correct tax and planning considerations.
Our wealth management services
We provide ongoing advice that typically includes:
Financial planning (the foundation)
Clarifying goals, priorities and values
Mapping your full financial position (assets, liabilities, pensions, tax)
Building a long-term plan with clear actions and timelines
Investment strategies
Constructing a portfolio aligned to your plan and risk profile
Diversification across asset classes and geographies
Ongoing monitoring and disciplined rebalancing
Tax-efficient planning
ISA and pension planning (allowances, structure, sequencing)
Capital gains planning and asset location considerations
Withdrawal planning to manage income tax bands
Coordinating planning decisions with accountants/solicitors where needed
Retirement planning
Retirement lifestyle planning and sustainable income strategies
Pension drawdown planning and review
Inflation resilience and long-term income sustainability
Wealth transfer and estate planning support
Planning around pensions, ISAs and other assets at death
Beneficiary planning and keeping nominations aligned
Working alongside solicitors on trusts and wills (where appropriate)
Who we work with
Wealth management tends to be most valuable when your finances have become more complex, or when your time and mental bandwidth are better spent elsewhere.
We typically work with:
People and families with £400,000+ of investable assets
Business owners planning around income, dividends and eventual exit
Barristers and professionals with complex tax and pension considerations
Partners of law firms with higher incomes and long-term legacy goals
Entertainers/performers needing flexibility, structure and calm guidance
If you’re unsure whether we’re the right fit, we’ll tell you honestly.
Why choose Ifamax Wealth Management in Bristol?
A planning-led approach (not product-led)
We focus on outcomes: the life you want, the retirement you’re building, and the legacy you want to leave.
Calm decision-making in a noisy world
A big part of wealth management is behavioural: avoiding costly mistakes, sticking to a disciplined plan, and making decisions with perspective.
Ongoing advice that adapts with you
Markets change. Tax rules change. Families change. Your plan should evolve, with regular reviews and guidance.
Local firm, long-term relationships
We’re based in Bristol and work with clients locally and across the UK, building multi-year, often multi-generational relationships.
What to expect when you work with us
Here’s a simple snapshot of how our wealth management work typically unfolds:
Initial conversation – what you want to achieve and what’s changing
Discovery & fact-find – understanding the full picture
Plan design – creating a strategy that connects all the moving parts
Implementation – putting recommendations into action
Ongoing reviews – keeping you on track and adjusting as needed
Frequently Asked Questions
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Financial planning is the strategy — wealth management is the ongoing delivery of that strategy, including investments, tax planning, retirement planning and regular reviews.
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No. Investments matter, but they’re part of a wider plan. Good wealth management connects investments to tax efficiency, retirement income and long-term life goals.
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Yes. Many of our clients are business owners, where planning needs to reflect income structure, tax planning, and long-term exit or succession goals.
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Yes. Ifamax is based in Bristol and supports clients locally and across the UK.
Ready for a clearer wealth strategy?
If you want a calm, structured approach to growing, protecting and passing on wealth, we’d love to help.