Ifamax Wealth Management

Independent Financial Adviser  Ifamax Wealth Management, City of Bristol, Bristol, BS1 6NP
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FCA authorised
Last authorised 22nd February 2021
Specialists in working with Business Owners and other Self-made people, aged over 50; and that’s it.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
Meet our advisers
MR Ashton Chritchlow
Financial Planner
MR Max Tennant
Managing Director
About us

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

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Ifamax Wealth Management, 1 Redcliff Street, City of Bristol, Bristol, BS1 6NP

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Your personal wealth. Our personal responsibility.