At Ifamax Wealth Management, we have a team of dedicated, dependable financial planners, expertly experienced in providing financial planning and support to business owners, barristers and other self-made individuals like you. Planning and preparing for your retirement is what we specialise in. So you can hand that job over to us, allowing you to kick back and relax during those rare but vital moments away from work.
Financial Advisers offering retirement strategies to business owners and other self-made people who have 250k - 5m to invest. Travel the world, buy your dream car or a holiday home, or support your children and your grandchildren when buying a house or progressing through higher education. Whatever your goals are, we can help you put a plan in place that gives you the best chance of achieving them.
Financial Advisers offering retirement strategies to business owners and other self-made people who have 250k - 5m to invest. Travel the world, buy your dream car or a holiday home, or support your children and your grandchildren when buying a house or progressing through higher education. Whatever your goals are, we can help you put a plan in place that gives you the best chance of achieving them.
Services
Mum had lost over half of her investment portfolio through unsuccessful investments. Markets were down at the time, partly due to the dotcom bubble bursting, and I could see that Mum had lost quite a lot of money that she would never recover. In the early 1990s Mum had sold her share in the family farm, investing the proceeds through a financial adviser and stock broker; two people I knew, and she trusted.
We specialise in working with business owners, self-made or self-employed individuals such as barristers, typically holding between 250,000 and 5 million to invest. This may seem like a very specific client base. But that's because what we do for our clients in this demographic is so targeted and, ultimately, so successful.
Just some of the questions asked when business owners, self-employed and successfully-employed people come to talk to us. Rest assured, we can help you prepare for retirement, and we have the expertise within our team to answer any questions you may have. And whether you have 15 years or five months until you retire, we can help you make smart financial choices that can help you achieve the future you desire.
Running your own business is a massive drain on your time. They say you never stop working when you own your own business, and when you add in time spent at home with your loved ones, it's easy to see how jobs around the home have to wait. We deal with business owners of highly profitable companies, creating financial strategies that achieve successful, sustainable wealth over the long-term.
As a barrister, we know you are busy building and maintaining your practice, which often means that your own financial planning takes a back seat. Our Financial Planning for Barristers Guide delivers some useful information to its readers who are short on time, but keen to get a grasp on their financial health and future.
Reviews (10)
Paul Radcliffe
Sep 18, 2021
Report
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
Report
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
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
Mike Parry
Mar 25, 2021
Report
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
Report
George Pym
Oct 25, 2019
Report
Neil Caton
Dec 06, 2018
Report
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.
Adam Horne
Jan 24, 2018
Report
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.
Mike Katholnig
Oct 13, 2017
Report
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.
Penelope Hooper
Aug 21, 2017
Report
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.
Andy Duffin-Jones
Jul 09, 2017
Report
I have been a Client of Ifamax for just over 2 years. The team is exceptionally well organised and very welcoming on visiting. Their Office accommodation is first class and they make full use of technology. They make the experience of financial management, fun, which is some achievement! I am particularly impressed by their reasoned approach to every decision they propose and I find it very pleasing that I am involved, fully, in our discussions and decisions. I have know Max for many years and he has formed a great team with Jamie and Ashton. Their Mobile App is first class.
In short, I feel very
In short, I feel very
