Ifamax Wealth Management Bristol - Bristol

Ian Selway

We have been with Ifamax since 2019, and are very happy with the service they provide. We initially went for a second opinion and review of our financial situation, and after the meeting, we were impressed and decided to switch to Ifamax. Having spent a significant time abroad we had quite complicated financial affairs. After our initial meeting, Kattrina and Ashton devised a plan to simplify our finances and they have done a great job with that. Their ability to understand our ongoing financial needs and to work with us on a plan, has been invaluable. We would highly recommend them.

Elizabeth Hall

I have been with Ifamax since 2022 and have received an excellent and efficient service, they are a very knowledgeable and friendly team. Max has been very helpful and explains things clearly. I always feel he is looking after my best interests. Would strongly recommend.

Simon Tucker

Last year we had a sudden and unexpected death in the family, living abroad made this period extremely difficult. I approached Ifamax to help my family with their inheritance and financial management. Ashton was empathetic, approachable and professional. He understood our situation and my family’s inexperience in relation to financial management, providing us with a clear plan, giving us peace of mind and comfort during that time. We are grateful, and we would certainly recommend Ashton and the Ifamax team to others in this situation.

Adam Horne

I've been dealing with Ifamax since 2014 and have been receiving outstanding service from the get go. Max and the team are extremely knowledgeable and always put the needs of their clients as their top priority. The strategies and advice I've received to date from the Ifamax team have delivered some superb results which I couldn't be happier about. And the cherry on the top is the fact that Max, Jamie and Ashton are great guys to deal with and I look forward to catching up with them every time we meet.

Penelope Hooper

I've been with Ifamax since 2011 and have consistently received an excellent service from the company. I'd recommend Ifamax because they are a small team who know their subject very well, are easy to communicate with and pleasant to deal with, and have a strong, solid leader in Max. I actually enjoy my visits to their office and leaving feeling reassured and well-informed. Ashton is thorough and informative.

Mark Chamberlain

Having been with Ifamax for 18 months now, I can only say how delighted i am with their services. From the very early meetings regarding transferring my pension fund to them they have been highly professional in every thing they do.
It has really been refreshing to work with Jamie who is truly interested in the client's needs, circumstances and preferences.

He has been great at explaining things with a common sense approach which I fully understand.

I have complete trust in Ifamax that they will look after my pension fund,
which in turn means i have never once gone to bed worrying about my money, long may this continue.

Mark client since November 2019.

Neil Caton

The team at Ifamax have been helping us with our financial planning for the last two years now. They spend a lot of time at the outset getting to know you and what you want without even charging. They are totally customer focussed, highly professional but very amicable too. I can unreservedly recommend them for their quality of service and advice.

Mike Katholnig

What we like about Ifamax is the personal touch that one receives either when visiting their office or when dealing with them via email or on the phone. Max and his team are really dedicated to their clients and they take a lot of interest in you on a personal level. They are always very quick to follow up requests and emails which makes them the most professional team we have ever worked with here in the UK. We am really lucky to have found Ifamax and would fully recommend them.