201 reviews | 4 verified advisers
Review for Kattrina Strothmann
What could they have done better?
I believe that Ifamax and Kattrina have given me and my wife the best possible service
What were the circumstances that caused you to initially look for a financial adviser?
On my retirement in 1999 I looked for financial advice on setting up and managing my pension fund. After a very unfortunate initial experience with a financial adviser I approached Max Tennant in 2004. He had only recently set up in practice as Ifamax and I was one of his very first clients. Since then he and his firm have unfailingly provided me with first class advice and service.
How has Kattrina helped you?
Since we were first introduced to Kattrina she showed that we could have every confidence in her and her judgement. She quickly understood our needs, took on board our circumstances and has demonstrated that our financial assets are in excellent hands. Above all she has given us peace of mind about our financial future.
Have you seen the outcome you were hoping for?
Yes
Review for Kattrina Strothmann
What could they have done better?
n/a
What were the circumstances that caused you to initially look for a financial adviser?
My wife and I wanted to have advice about our finances, in particular pensions and investments
How has Kattrina helped you?
She has advised us on our pensions and investments and managing our finances generally. We have had clear advice with a carefully considered plan, which has been regularly reviewed.
Have you seen the outcome you were hoping for?
Yes
Review for Jamie Jacobs
What could they have done better?
I do not know of any situation where outcomes could have been better without substantially increasing risk.
What were the circumstances that caused you to initially look for a financial adviser?
I have been a client of IFAMAX for many years and sought an advisor to help with my portfolio and optimise its efficiency and security.
How has Jamie helped you?
Almost 10 years ago Jamie took over advising me on my portfolio and administering changes and updates as and when deemed necessary or sensible. Jamie has often recommended tweaks and adjustments. At all times he has clearly and professionally explained those recommendations.
Have you seen the outcome you were hoping for?
Absolutely, and the outcomes have allowed my portfolio to remain in a heathy state.
Review for Jamie Jacobs
What could they have done better?
Nothing, we are really happy with the service and advice that Jamie provides
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Jamie helped you?
We have been clients of Jamie Jacobs for over five years and have always been extremely satisfied with the advice and support he has provided. Jamie’s knowledge of pensions and financial planning is outstanding, and he takes the time to explain everything clearly and thoroughly. He is proactive, professional, and always ensures that our financial goals and retirement plans are on track. We have complete confidence in his advice and would highly recommend Jamie to anyone seeking reliable and well-informed financial guidance.
Have you seen the outcome you were hoping for?
Yes 100%
Review for Jamie Jacobs
What could they have done better?
Nothing really, thruster are relatively new to the world of financial advisors. But his approach is excellent, understandable and not full of bluster
What were the circumstances that caused you to initially look for a financial adviser?
We had some savings and wanted to get the best from them
How has Jamie helped you?
He has done just that, and we have a clearer idea of what we have
Have you seen the outcome you were hoping for?
Yes, considerable growth
