Ifamax Limited

• Principal Place of Business

  Ifamax Wealth Management

  1 Temple Back

  Bristol

  Bristol, City Of

  BS1 6FL

  UNITED KINGDOM

  Phone

  +441173322626

  Web

  https://www.ifamax.com

• Complaints Contact

  Ifamax Wealth Management

  1 Temple Back

  Bristol

  Bristol, City Of

  BS1 6FL

  UNITED KINGDOM

  Phone

  +441173322626

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Ashton Chritchlow

  IRN AXC02527

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 13 Jun 2025)
  • SMF16 Compliance Oversight (since 13 Jun 2025)
  • SMF3 Executive Director (since 27 Jul 2020)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (17 Jan 2013 to 8 Dec 2019)
• Gethin Richards

  IRN GXR00077

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 30 Nov 2020)
  • [FCA CF] Functions requiring qualifications (since 30 Nov 2020)
• Hannah Kate Newbery

  IRN HKN01003

  • CF30 Customer (5 Jan 2011 to 7 Apr 2011)
• James Jacobs

  IRN JXJ01591

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • SMF3 Executive Director (since 12 Feb 2024)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Responsible for Insurance Distribution (12 Feb 2024 to 1 Mar 2024)
  • CF30 Customer (20 Nov 2017 to 8 Dec 2019)
• Kattrina Strothmann

  IRN KXS00163

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 1 Apr 2020)
  • [FCA CF] Client dealing (since 1 Apr 2020)
• Max Robert Tennant

  IRN MRT01063

  • SMF3 Executive Director (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 16 Jun 2025)
  • SMF16 Compliance Oversight (9 Dec 2019 to 16 Jun 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 4 Feb 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Feb 2025)
  • CF11 Money Laundering Reporting (6 Nov 2019 to 8 Dec 2019)
  • CF1 Director (5 Jan 2011 to 8 Dec 2019)
  • CF30 Customer (5 Jan 2011 to 8 Dec 2019)
  • Responsible for Insurance Mediation (5 Jan 2011 to 30 Sep 2018)
  • CF10 Compliance Oversight (5 Jan 2011 to 22 May 2012)
• Richard John Bryant

  IRN RXB00129

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 1 Oct 2021)
  • [FCA CF] Functions requiring qualifications (since 1 Oct 2021)
• Tamzin Howard

  IRN TXH01535

  • CF28 Systems and controls (9 Oct 2012 to 15 Nov 2019)
  • CF11 Money Laundering Reporting (26 Mar 2012 to 15 Nov 2019)
  • CF10 Compliance Oversight (26 Mar 2012 to 15 Nov 2019)

No changes recorded yet.