1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South West
  6. breadcrumb-arrow
  7. Devon
  8. breadcrumb-arrow
  9. Torquay
  10. breadcrumb-arrow
  11. Lifetime IFA

Lifetime IFA

Independent Financial Adviser  142 Newton Road, Torquay, TQ2 7AD
First meeting at adviser's own cost
I am passionate about helping my clients plan their own unique retirement journey. It is a privilege to help build portfolios that provide excellent returns that enable quality of life and financial security throughout retirement.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buying overseas
check
Flexible mortgages
check
Mortgage protection
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 22nd February 2021
Meet our advisers
Mr Daniel Maddock
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the general insurance environment, its products and the manner in which the industry is regulated.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

Independent financial advisers providing advice for all personal finance objectives including Pensions, Investments & Inheritance Tax. We aim to help all our clients achieve their financial goals by delivering honest, realistic and expert advice.

Our services

We pride ourselves on building lasting relationships with our clients, an ongoing adviser-client relationship built on trust, positive outcomes and value is what we do best.

Where to find us
Head office address: 142 Newton Road, Torquay, TQ2 7AD
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 22nd February 2021

Similar advisers near you

Ripley Wales Financial Planning
Restricted - whole of market 0.6 mi
RETIREMENT PLANNING IS EVERYTHING; INHERITANCE TAX PLANNING IS EVERYTHING ELSE
 
See profile
Quilter Financial Advisers - David Allen
Restricted - whole of market 0.84 mi
Financial planning expert qualified in Final Salary Pensions and Investments. Trusted advice: it's all about your needs.
 
See profile
Alexander House Financial Planning Ltd.
Restricted - whole of market 0.88 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
See profile
Griffin Benedict Ltd
Independent Financial Adviser 1.39 mi
Straightforward advice on pensions, inheritance, retirement planning, life assurance and investments. I also specialise in Wills and Probate.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.