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Top Rated Firm 2026

214 reviews | 4 verified advisers

Selection of recent reviews. Read all reviews

Review for Ashton Chritchlow

June 2026

What were the circumstances that caused you to initially look for a financial adviser?

Advice on pensions and retirement planning.

How has Ashton helped you?

Ashton is extremely thorough and advised on pension and retirement in a broad context, but was also able to help us with advice on exiting our small business

Have you seen the outcome you were hoping for?

We have only been with IFAMAX for a couple of years now, so in terms of investments, it's early days. The advice Ashton has given on our business has been extremely helpful in crystallising a way forward (and a way out).

Review for Ashton Chritchlow

June 2026

What could they have done better?

It has all been very helpful

What were the circumstances that caused you to initially look for a financial adviser?

Retirement

How has Ashton helped you?

Friendly and trustworthy advice

Have you seen the outcome you were hoping for?

Yes

Review for Kattrina Strothmann

June 2026

What could they have done better?

I feel that everyone at Ifamax is very helpful. They work as a team, have the same objectives, and so if someone is away there is always someone to assist promptly.

What were the circumstances that caused you to initially look for a financial adviser?

I inherited some money from my father, and became divorced

How has Kattrina helped you?

She has been supportive throughout, full of wise advice belying her years. I feel she knows me well, and thus is able to provide advice that meets my needs. She always responds quickly to a query/request, and is patient and helpful when I need help on filling in a complex form.

Have you seen the outcome you were hoping for?

Yes

Review for Jamie Jacobs

June 2026

What were the circumstances that caused you to initially look for a financial adviser?

I took on the responsibility of managing my relatives' financial affairs.

How has Jamie helped you?

Jamie has provided me with an invaluable source of advice and support. He has given me clear guidance which has been tailored so carefully to my needs. With his support, I now feel that my relatives' finances are being well-looked after, and the weight of responsibility of ensuring that their hard-earned money is kept in the best possible situation has been lightened considerably.

Have you seen the outcome you were hoping for?

Yes; without question.

Review for Jamie Jacobs

April 2026

What could they have done better?

I cannot think of anything.

What were the circumstances that caused you to initially look for a financial adviser?

Dissatisfaction with existing adviser and relocating within the UK - Jamie is local and can be seen remotely or in person.

How has Jamie helped you?

Particularly helpful with procedures and implications thereof for closing down a company at retirement. Reviewed and improved existing investments, arranged transfers without hassle.

Have you seen the outcome you were hoping for?

Absolutely, and some I had no idea about - very pleasantly surprised.