Top Rated Firm 2026
214 reviews | 4 verified advisers
Advice on pensions and retirement planning.
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
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).
It has all been very helpful
Retirement
Friendly and trustworthy advice
Yes
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.
I inherited some money from my father, and became divorced
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.
Yes
I took on the responsibility of managing my relatives' financial affairs.
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.
Yes; without question.
I cannot think of anything.
Dissatisfaction with existing adviser and relocating within the UK - Jamie is local and can be seen remotely or in person.
Particularly helpful with procedures and implications thereof for closing down a company at retirement. Reviewed and improved existing investments, arranged transfers without hassle.
Absolutely, and some I had no idea about - very pleasantly surprised.