Ifamax Wealth Management Bristol - Bristol

IFAMAX Wealth Management Bristol

IFAMAX Wealth Management Bristol es una empresa de servicios financieros con sede en Bristol, Reino Unido. La empresa se especializa en servicios de planificación financiera, consultoría de inversiones y asesoramiento fiscal. Su dirección está ubicada en Ground Floor, Ifamax Wealth Management Bristol, 1 Temple Back, Redcliffe, Bristol BS1 6FL, United Kingdom.

El teléfono de la empresa es 1173322626 y su sitio web es ifamax.com.

Especialidades

IFAMAX Wealth Management Bristol ofrece una variedad de servicios financieros, incluyendo:

• Financial planner
• Financial consultant
• Investment company
• Investment service
• Tax consultant

Otras características

La empresa ofrece la posibilidad de realizar online appointments y servicios on-site. Además, tiene un parking para vehículos con acceso para personas con discapacidad y una entrada y toiletas accesibles para personas con discapacidad.

Opiniones

Según las opiniones de sus clientes, IFAMAX Wealth Management Bristol ha demostrado ser una empresa de confianza y profesional. Los clientes han destacado la excelencia de sus servicios y la atención personalizada que reciben. La empresa tiene una tasa promedio de 5/5 según las opiniones en Google My Business.

👍 Reviews of Ifamax Wealth Management Bristol

Sara B.

5/5

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.

Stephen M.

5/5

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.

Rich P.

5/5

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.

Ian S.

5/5

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.

Richard G.

5/5

Having investments within Hargreaves Lansdown for many years we felt Ifamax has that early personal ethos that HL had & under no pressure took up their second sight service. They suggested alternative investment which we found more attractive & switched feeling we have made the right decision.

Steve P.

5/5

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.

Elizabeth H.

5/5

I have been with Ifamax since 2022 and have received an excellent and efficient service, they are a very knowledgeable and friendly team. Max has been very helpful and explains things clearly. I always feel he is looking after my best interests. Would strongly recommend.

Simon T.

5/5

Last year we had a sudden and unexpected death in the family, living abroad made this period extremely difficult. I approached Ifamax to help my family with their inheritance and financial management. Ashton was empathetic, approachable and professional. He understood our situation and my family’s inexperience in relation to financial management, providing us with a clear plan, giving us peace of mind and comfort during that time. We are grateful, and we would certainly recommend Ashton and the Ifamax team to others in this situation.