Business Details
23 Years
experience
Your Trusted Partner in Financial Planning and Wealth Management
Ifamax Wealth Management Wealth Management was founded in 2003 with a commitment to providing independent, personalized financial planning to clients across Bristol, London, and the Home Counties. Our team of experienced financial planners and advisers takes a holistic approach, building long-term relationships founded on trust, integrity, and results. We specialize in serving clients with 400,000 or more in investable assets, including business owners, barristers, partners of law firms, entertainers, and other high-net-worth professionals. Our services encompass comprehensive retirement planning, tax-efficient investment strategies, and inheritance and estate planning.We combine sophisticated investment strategies, risk management, and tax-efficient planning to help grow and protect wealth. Our team actively monitors and adjusts investments as market conditions and client circumstances evolve. We are committed to transparency, fairness, and delivering value that ensures client satisfaction. Our follow-up meetings and absence of exit fees reflect our confidence in the quality of our services. With over 20 years of experience, we aim to be a trusted partner in financial planning and wealth management.
Services
Financial Planning
Investment Management
Pension Advice
Retirement Options
Tax Planning
Wealth Management
Details
- Year established: 2003
Highlights and features
- We offer over 20 years of specialist expertise in high-net-worth financial planning.
- Our client-first ethos ensures your goals drive every decision we make.
- We provide independent and unbiased advice with no ties to product providers.
- Our team actively monitors and adjusts investments to align with market changes.
- We are regulated by the Financial Conduct Authority for compliance and transparency.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Friendly and efficient
Excellent advice
Proactive in ensuring growth
Clear explanations
Thorough understanding of needs
Services
Financial Planning
We create personalized financial plans aligned with your goals, risk tolerance, and life changes. Our holistic approach integrates tax efficiency, retirement income, and legacy planning. Clients benefit from regular reviews to ensure strategies adapt to evolving priorities.
Investment Management
Our tailored investment strategies balance growth and stability while actively monitoring market conditions. We adjust portfolios to maintain alignment with client objectives, ensuring long-term wealth preservation and performance tracking.
Retirement Planning
We design sustainable, tax-efficient retirement income plans using pensions and flexible drawdown options. Our focus is on securing lifestyle goals without the risk of outliving assets through strategic portfolio adjustments.
Tax Planning
Our expertise minimizes tax liabilities across income, inheritance, and capital gains taxes. We optimize financial positions by leveraging allowances and reliefs, ensuring compliance with evolving tax legislation.
Wealth Management
We safeguard and grow wealth through diversified strategies addressing risk management, estate planning, and philanthropy. Our services ensure intergenerational wealth transfer while maintaining liquidity for current needs.
People
Max Tennant
Chairman
Founder of Ifamax Wealth Management Wealth Management with over 20 years of experience in financial planning. Specializes in tax-efficient strategies and retirement income planning for high-net-worth individuals.
Ashton Chritchlow
Managing Director
Joined in 2008 and became majority shareholder in 2025. Focuses on investment management and client relationship stewardship, ensuring continuity of service and strategic growth.
Jamie Jacobs
Financial Planner
Co-majority shareholder with expertise in pension transfers and estate planning. Brings innovative approaches to wealth preservation and intergenerational financial strategies.
Tamzin Howard
Financial Planner
Part of the team since 2004, specializing in wealth management for business owners and entertainers. Provides tailored solutions for complex financial structures and tax planning.
Questions
What services does Ifamax Wealth Management Wealth Management Wealth Management offer?
We provide financial planning, investment management, pension advice, retirement strategies, tax planning, and wealth management tailored to high-net-worth individuals.
What are your fees for financial planning?
There is no initial charge for consultations. Ongoing fees are a percentage of assets under management, deducted monthly in arrears as agreed.
Who are your typical clients?
We work with clients having £400,000+ in investable assets, including business owners, barristers, law firm partners, entertainers, and high-net-worth professionals.
Are there any exit fees if I leave?
No. We have no exit fees or penalties. Our focus is on maintaining client satisfaction through ongoing value delivery.
How often do you review investment portfolios?
We conduct reviews every six months, with alternative arrangements available for clients living or working away from Bristol.
How is Ifamax Wealth Management Wealth Management regulated?
We are authorized and regulated by the Financial Conduct Authority (FCA) under reference number 526599.
Reviews (5)
Paul Radcliffe
Sep 18, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
I have had the pleasure of dealing with Gethin Richards. He has vast knowledge and a clear goal of ensuring the families are looked after with the most amazing customer service. I would recommend him to anyone as you will be in very capable hands.
I have had the pleasure of dealing with Gethin Richards. He has vast knowledge and a clear goal of ensuring the families are looked after with the most amazing customer service. I would recommend him to anyone as you will be in very capable hands.
Mark Chamberlain
Jun 24, 2021
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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
which in turn means i have never once gone to bed worrying about my
Mike Parry
Mar 25, 2021
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IFAMAX have managed my investment accounts for close to 20 years. They have been excellent in both investment performance and personal service. My only reason for leaving them is the tax implications of living in France. I highly recommend IFAMAX as a company that can be trusted to deliver a tailored service as well as a strong return on investment.
Nick Fletcher
Feb 27, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Ashton and his team are responsive, knowledgeable and hugely reassuring in uncertain times. We always look forward to our regular reviews with Ifamax and know that we are in safe hands. Thoroughly recommend.
Ashton and his team are responsive, knowledgeable and hugely reassuring in uncertain times. We always look forward to our regular reviews with Ifamax and know that we are in safe hands. Thoroughly recommend.
George Pym
Oct 25, 2019
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I've just completed two days work experience with Ifamax. All of the advisers at Ifamax were incredibly friendly and their knowledge was staggering, as was their care and attention to detail towards their clients' needs. I would certainly recommend them to friends and family!
