Jamie Jacobs

Jamie Jacobs

Ifamax Wealth Management

Minimum savings/pensions: Over £500,000

0117 295 0022
Based in Bristol
View location

Top Rated 2025
Verified since: January, 2020

4.9 out of 5

140 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 14 March 2025

    Jamie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Jamie has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 10 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Jamie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Jamie has not yet added their fees to their profile

  • 3

    Positive First Impressions

    67% of users who are not yet clients had a positive first experience with Jamie

    67% of VouchedFor users have had a positive (4 or 5 star) first experience with Jamie (based on 3 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 14 March 2025

    Jamie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Jamie has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 10 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Jamie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Jamie has not yet added their fees to their profile

  • 3

    Positive First Impressions

    67% of users who are not yet clients had a positive first experience with Jamie

    67% of VouchedFor users have had a positive (4 or 5 star) first experience with Jamie (based on 3 first impressions)

We are extremely rare (perhaps even unique!) in the industry, in the fee structure we run for clients, in that we charge absolutely no initial or up front fees and no exit fees. Please see my fee tab for more info. One of the most important lessons that I have learnt through my work as a financial adviser is that each client is unique in their values and goals and a personalised service is essential to delivering you effective financial advice. The world of finance can be filled with complex rules, regulations and jargon. I believe a large part of my role is to simplify this and ensure you understand the process each step of the way. If you are looking for forward thinking modern day advice using industry leading investment research, financial planning practices, cash flow modelling and advanced planning please get in touch for a no fee no obligation discovery meeting. I hold both the Chartered Wealth Manager and Certified Financial Planner (CFP) qualification through the Chartered Institute for Securities and Investment (CISI). The CFP certification is recognised globally as the gold standard for financial planning professionals.

Offers available through VouchedFor

Contact Jamie through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Jamie's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Clients' level of financial expertise

Reviews of Jamie

Are you a client of Jamie? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.