📍 1 Redcliff Street, Redcliffe, Bristol BS1 6NP
📍 Address: 1 Redcliff Street, Redcliffe, Bristol BS1 6NP, United Kingdom
📞 Phone: +44 117 332 2626
🌐 Website: ifamax.com
Ashton and team are excellent. Always clear and thorough, they have really helped give insight into the options available and provided guidance that has been transformative, both for our finances and how quickly we can achieve our goals. Would highly recommend.
I was introduced to IFAMAX by a friend around 3 years ago. I had mentioned that I was thinking seriously about retirement and I was looking for a suitable financial advisor: I particularly wanted someone who was local to me in Bristol so that we could have face to face meetings, and with whom I would be able to build an ongoing relationship. After my first meeting with Gethin I was sure that IFAMAX was the right fit for me: a friendly, approachable and thoroughly professional organisation. Gethin asked all the right questions, listened carefully to what I had to say, and helped me to identify my goals in retirement and the options available to achieve them. Crucially, he understood and accepted the level of involvement that I wanted to have in investment decisions, and has always tailored his approach and advice so that I feel consulted and informed. I have no higher praise than to say that I have recommended IFAMAX, and Gethin in particular, to my husband and several of my friends, and I am delighted that the recent Management Buyout will ensure that IFAMAX can continue to offer the same level of expert personal service in the years to come.
A totally professional company - taking on board all our financial desires and limitations and offering solid, considered advice in return. I would have no hesitation in putting their name forward. In our case we deal with Gethin Richards - a very impressive, knowledgeable and personable professional.
I have been with IFAMAX for 2 years and it has been a very positive experience from day one. Richard was highly recommended by close friends and I met with him and Gethin and since then, my finances are very well looked after. Regular meetings and updates. Clear and straightforward explanations as to my financial situation and realistic predictions of the funds, which has given me a great feeling of security in my retirement. My experience is this is a great company and I have no hesitation in recommending their services.
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.
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.
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.
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.
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.
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.
Ifamax Wealth Management is located at 1 Redcliff Street, Redcliffe, Bristol BS1 6NP, United Kingdom
You can contact Ifamax Wealth Management at +44 117 332 2626
You can find directions to Ifamax Wealth Management by following this map link
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