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

Lifetime Wealth

Independent Financial Adviser  Lifetime IFA, Devon, Paignton, TQ4 5DN
check
FCA authorised
Last authorised 10th May 2021
We are independent financial advisers, providing advice on a range of products including Inheritance Tax Planning, Investments & Pensions.
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
Buy my next home
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
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)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

Lifetime IFA, 28 Victoria Street, Devon, Paignton, TQ4 5DN

Similar advisers near you

Carterdawes IFA Solutions Ltd
Independent Financial Adviser 0.03 mi
 
 
See profile
Navigation Financial Planning Limited
Independent Financial Adviser 5.11 mi
Friendly, professional independent financial advice from the whole of the market to secure and protect your financial health and future.
 
See profile
The Private Office
Independent Financial Adviser 5.42 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile
Neligan Financial Ltd
Independent Financial Adviser 5.43 mi
Chartered, Certified Financial Planners; providing independent advice to people in Exeter, Sidmouth, Exmouth, Tiverton, Honiton, Seaton, Crediton & surrounding areas.
 
See profile