Specialised Financial Planning and Wealth Management for Business Owners and Professionals
At Ifamax Wealth Management, we focus on the unique financial needs of business owners, self-made professionals, and high-net-worth individuals, including barristers, partners of law firms, and independent practitioners. Our clients typically have £400,000 to £5 million + in investable assets, allowing us to deliver tailored, high-impact financial solutions that align with your life goals and priorities.
A Client-Centric, Results-Driven Approach
Balancing a demanding career with personal life leaves little time for complex financial planning. That’s where we come in. As an independent Bristol-based financial planning and wealth management firm, we take the burden of decision-making off your shoulders, giving you clarity, structure, and confidence.
We serve clients nationwide, but our approach is always personal: your dedicated financial planner will work with you to grow, protect, and pass on your wealth, while ensuring tax efficiency at every stage.
Retirement Planning – A Key Priority for Our Clients
For around 70% of our clients, retirement planning is the main reason they come to us. Since pension freedoms were introduced in 2015, people have had greater flexibility in how and when they access their pension funds.
However, this freedom brings complexity, and the upcoming 2027 changes to pension inheritance tax rules will make it even more important to have a clear, proactive plan. Under the draft rules, some pensions may be counted as part of your estate for inheritance tax purposes, which could significantly affect how much of your wealth passes to the next generation.
We help you:
Save effectively throughout your working life
Structure your pension for sustainable, tax-efficient income in retirement
Plan ahead to minimise the impact of the 2027 changes and protect your wealth for your family
Tailored Financial Plans to Secure Your Future
We start by understanding you, your financial situation, ambitions, and values. From there, we design a personalised financial plan that addresses both immediate needs and long-term objectives.
Our comprehensive planning phase is entirely free, giving you clarity and direction before making any commitment.
Let’s Build Your Financial Future Together
Whether retirement is just around the corner or still decades away, Ifamax Wealth Management is here to help you create the secure, fulfilling future your hard work deserves.
Contact us today to arrange your free initial consultation with a Bristol-based independent financial planner.