Ifamax Wealth Management Bristol

Advice from Jamie Jacobs is personal, reactive to life events and has been extremely useful and beneficial so far. He demonstrates excellent understanding of financial concerns ordinary people have and suggests appropriate and achievable goals to approach them. Transfer from a previous adviser was painless and regular update meetings are understandable and uplifting. Best adviser so far (and I've had a few throughout my career)

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.

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 clients at Ifamax for just over three years now, and, during a fairly difficult time economically , have grown to appreciate and trust the holistic and targeted guidance and investment expertise that Ifamax offers - initially from Ashton and subsequently from Gethin. We would highly recommend this company.

My wife and I have been IFAMAX clients since 2018 and without exception we have always received the most highly professional, immensely knowledgeable and market aware service all tailored personally to our requirements. Almost above this the whole team are extremely friendly, very approachable and Jamie Jacobs in particular, has become a confidant and with whom it is very easy for us to share and discuss all aspects of our family, ambitions and aspirations. We have absolute faith in IFAMAX and feel completely safe, secure and entirely confident in the way our portfolio’s are being managed. We couldn’t recommend this IFA firm more highly.

From the word go we have always felt we were in safe hands with Ifamax. It is very comforting to know that our retirement needs are being so well looked after. The personal level of engagement we have with the team is the best part.