Guiding Your Wealth, Securing Your Future

At Ifamax Wealth Management, we provide comprehensive, personalised wealth management to help you grow, protect, and pass on your wealth. From investment strategies to retirement planning, our advice is tailored to your goals, lifestyle, and values.

We work with clients across the UK, including Bristol, London, and the Home Counties, who typically have £400,000 or more in investable assets.

Our Wealth Management Services

Pension Advice & Transfers

We specialise in pension planning, pension transfers, consolidations, and drawdown strategies. Please note we do not advise on transfers from defined benefit schemes, but work with trusted specialists who do.

Financial Planning

We help you set clear, achievable goals and build a financial plan that’s aligned with your personal and professional aspirations.

Retirement Planning

We design sustainable income strategies to give you financial confidence in retirement, while supporting the lifestyle you want.

Investment Management

Our disciplined, evidence-based approach creates diversified portfolios that match your risk tolerance and long-term objectives, while helping you stay focused during market fluctuations.

Tax Planning

From income tax efficiency to inheritance tax strategies, we integrate tax planning into your overall financial plan to help you keep more of what you earn.

Who We Work With

  • Business Owners – Strategies for extracting income efficiently, protecting assets, and building long-term wealth.

  • Barristers – Managing irregular income, large January tax bills, and planning for retirement without a business to sell.

  • Partners of Law Firms – Addressing income protection, partnership lump sum savings, and transitions to lower-stress careers.

  • Entertainers – Planning around fluctuating income, high tax liabilities, and pensions without employer contributions.

  • Wealth Inheritors – Helping you manage and invest inheritance effectively for long-term security.

Why Choose Ifamax Wealth Management?

  • Future-Proof Guidance – Four of our six advisers are under 40, ensuring continuity for decades to come.

  • Transparent Fees – No initial fees.

  • Negotiated Discounts – We pass on reduced fund charges where possible.

  • Second Opinion Service – A free review of your existing investments.

  • 45-Day Follow-Up – To ensure you’re happy with your plan and progress.

  • Proven Client Satisfaction – Top-rated on Google and VouchedFor.

  • No Exit Barriers – No penalties if you choose to move elsewhere.

Frequently Asked Questions     

  • Our minimum requirement is £400,000 in investable assets. The Financial Times (Aug 2023) suggests most wealth managers work with clients holding between £250,000 and £5 million.

  • A holistic service covering investment management, tax planning, estate planning, retirement planning, risk management, and more.

  • We build and adapt strategies to manage, grow, and protect your wealth over time, taking into account changing markets and personal circumstances.

  • No initial charge; ongoing fees reflect the value of our expert advice and service.

  • Anyone with substantial assets or complex financial needs, including business owners, legal professionals, entertainers, and inheritors.

  • We serve clients nationwide, with a strong presence in Bristol, London, and the Home Counties.

  • Book a free wealth consultation to see how we can help you achieve your financial goals.

Book Your Free Wealth Consultation Today

Speak to an Ifamax Financial Planner and discover how our tailored strategies could help you grow, protect, and pass on your wealth.