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  11. Lifetime Wealth

Lifetime Wealth

Independent Financial Adviser  Lifetime IFA, Devon, TQ4 5DN
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FCA authorised
Last authorised 24th January 2022
We are independent financial advisers, providing advice on a range of products including Inheritance Tax Planning, Investments & Pensions.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Sharia finance
Meet our advisers
MR Daniel Maddock
Independent Financial Adviser
About us

Lifetime Wealth is a family run business, located in Torbay with clients based all over the UK. Our mission is to help all our clients achieve their financial goals by delivering honest, realistic and expert advice. We work closely with other industry experts to ensure all our clients receive first-class advice irrespective of investment size or income.

Our services

We are excellent at delivering high-quality advice in the following areas:
- Investment products
- Asset Allocation
- Pension Planning
- Retirement Planning
- Inheritance Tax Planning
- Equity Release Advice

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£251,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

Lifetime IFA, 28 Victoria Street, Devon, TQ13 9AE

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