At Ifamax we are experts in providing wealth management and retirement planning advice to meet the unique financial challenges of successful business owners, professionals and other self-made people.
We work with a select number of individuals and families who are friendly, helpful and open minded. We will only take on a client for our comprehensive service where we feel that we can add significant value to their current situation.
As our typical client, you are likely to be:
- A business owner, professional or other self made person
- Aged over 50 with one eye on retirement
- Hard working and successful
- Prudent, friendly and open minded
- Caring about your family’s future
We specialise in clients that typically have between £500k and £3m to invest. Our clients are business owners and other self-made people who want to protect their wealth by avoiding the most common investment mistakes:
1. Inflation; just because there is none at the moment, don't think that it has gone.
2. Making big investment mistakes; everything we do should be easily understood.
3. Finding ways to minimise risk; as no need to risk more if your important goals are already met.
4. And finally, where possible; reduce tax.
Ifamax Wealth Management, 1 Redcliff Street, City of Bristol, Bristol, BS1 6NP
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