Top Rated Firm 2026
209 reviews | 4 verified advisers
Review for Kattrina Strothmann
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
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
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.
Review for Kattrina Strothmann
What were the circumstances that caused you to initially look for a financial adviser?
Having an amount of money to invest
How has Kattrina helped you?
Clear and concise advice given and easy to contact for queries
Have you seen the outcome you were hoping for?
Yes. Investments are doing well
Review for Kattrina Strothmann
What could they have done better?
Difficult to say , nothing stands out.
What were the circumstances that caused you to initially look for a financial adviser?
I had significant capital that I felt uncomfortable managing myself.
How has Kattrina helped you?
Kat has supplied constant, well considered ,well analysed and logical advice.
Have you seen the outcome you were hoping for?
Yes my investments are performing perfectly.
