IFAMAX Wealth Management

Independent Financial Adviser  1 Redcliff Street, Bristol, Bristol, BS1 6NP
First meeting at adviser's own cost
Independent Financial Planners and Wealth Managers offering advice on retirement, investments and financial protection.
We can advise you on
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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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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
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Will Buckley
Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

What our clients say
The team at Ifamax have a calm, considered and highly informed approach when dealing with their clients. They are always so helpful, friendly and available to answer any questions . I would not hesitate to highly recommend their services.
Joanna Robins, Bristol
Money men with human faces! I'd recommend them to anyone who has finances that need managing and has concerns about where its being invested. Ifamax are completely across the green market, are sympathetic to green ideas and come up with many of their own. A totally safe - and very friendly - set of hands.
Amanda Theunissen, Bristol
The team is knowledgable and friendly, are great with communication and use a solid online platform for portfolio tracking.
Toby Sykes, Weston-super-Mare
I highly recommend Ifamax, the team are always so helpful and makes sure that everything is clear and simple to understand. Only ever a quick email or phone call away, making you feel genuinely valued as a client. Thank you!
Josie Pearson, London
Been with Ifamax for many years. Always a top service and would 100 percent recommend.
James Newman, London
We are very happy to have IFA Max manage our financial affairs. Highly knowledgeable, highly professional & highly efficient! Always friendly and available to support our ongoing needs. Every interaction is thorough and delivered with care & attention. We definitely recommend their services!
Tina Tarzey, Bristol
About us

Gaining clarity about your values, intentions and commitments is the first step to living the life you want. The unique approach Ifamax takes to goal-based investing focuses on the importance of you and your financial advisor understanding the life you want to live.

Our services

Ultimately, money is a resource to help you live your best possible life. Because your goals are unique, we believe your investment portfolio should be, too. Your advisor will engage in a collaborative process that takes the guesswork out of investing.

*We take time to learn your goals and priorities.
*You can make clear, informed decisions.
*We build a financial plan, so that your investments can help you lead the life you want to live.

Where to find us

1 Redcliff Street, Bristol, BS1 6NP

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 24th February 2020

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