Ifamax Wealth Management Bristol - Bristol

Address: Ground Floor, Ifamax Wealth Management Bristol, 1 Temple Back, Redcliffe, Bristol BS1 6FL, United Kingdom.
Phone: 1173322626.
Website: ifamax.com
Specialties: Financial planner, Investment service, Pension office.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet.
Opinions: This company has 43 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Ifamax Wealth Management Bristol

☎️1173322626

⏰ Open Hours of Ifamax Wealth Management Bristol

Monday: 8:30 AM–5:30 PM
Tuesday: 8:30 AM–5:30 PM
Wednesday: 8:30 AM–5:30 PM
Thursday: 8:30 AM–5:30 PM
Friday: 8:30 AM–5:30 PM
Saturday: Closed
Sunday: Closed

Ifamax Wealth Management Bristol: Un servicio de planificación financiera de confianza

Ubicación y Contacto

Ifamax Wealth Management Bristol se encuentra ubicado en Ground Floor, Ifamax Wealth Management Bristol, 1 Temple Back, Redcliffe, Bristol BS1 6FL, Reino Unido. Puede ser alcanzado mediante teléfono en 1173322626 o mediante visita a su página web en ifamax.com.

Características y Especialidades

Ifamax Wealth Management Bristol ofrece una amplia gama de servicios de planificación financiera, incluyendo:

Planificación financiera

Servicio de inversión

Oficina de pensiones

Características destacadas

Ofrece apoyo personalizado a cada cliente

Dispone de servicios en línea para mayor comodidad

Tiene un estacionamiento de vehículos con acceso ruedas traccionadas para garantizar la accesibilidad

* Dispone de instalaciones accesibles para personas con discapacidad en el interior y exterior del edificio

Opiniones y Reputación

This company has 43 reviews on Google My Business, con una media de opinión de 5/5. Los clientes han expresado su satisfacción con los servicios proporcionados por Ifamax Wealth Management Bristol, destacando la capacidad del equipo para entender sus necesidades financieras y desarrollar planes personalizados.

Experiencias de clientes

Algunos clientes han expresado su satisfacción con los servicios de Ifamax Wealth Management Bristol, destacando la capacidad del equipo para simplificar sus finanzas y desarrollar planes personalizados para sus necesidades. Por ejemplo, un cliente que había estado viviendo fuera del Reino Unido durante un período prolongado había encontrado que Ifamax Wealth Management Bristol había sido capaz de comprender sus finanzas complicadas y desarrollar un plan para simplificarlas.

Recomendación Final

Si está buscando un servicio de planificación financiera de confianza, Ifamax Wealth Management Bristol es una excelente opción. Con su equipo de expertos y servicios en línea, puede confiar en que su finanzas estén en buenas manos. Visite su página web en ifamax.com para obtener más información y programar una cita.

👍 Reviews of Ifamax Wealth Management Bristol

Ifamax Wealth Management Bristol - Bristol

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.

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.

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.

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.

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.

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.

Adam H.

5/5

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.

Penelope H.

5/5

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.