Lifetime Wealth

Independent Financial Adviser Lifetime I F A Ltd, 28 Victoria Street, Devon, Paignton, TQ4 5DN
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
16th September 2019
We are independent financial advisers, providing advice on a range of products including Inheritance Tax Planning, Investments & Pensions.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Daniel Maddock
Independent Financial Adviser
What our clients say
He looked at the portfolio to check the best way to forward. Then looked at my circumstances to get the best results for me. Sometimes he would suggest a way forward which I had not thought of before which finally was the best for me.
Sue, Wembley
Beyond brilliant service, Daniel and his team put themselves out to help me a bit of a tricky situation. Couldn't praise them enough for their calm and professional approach to solve my concerns.
Richard, Torquay
Daniel Maddock spent many hours of his time running through all the different paths that were available to us and explaining thoroughly the pro's and con's of each path, he exposed numerous mortgages available to us and helped us to understand the benefits of each and every one.The most important aspect of Daniel's help was the thoroughness of his explanations, his eye for detail and the genuine appetite to help us.
Trevor, Pevensey
Where to find us

Lifetime I F A Ltd, 28 Victoria Street, Devon, Paignton, TQ4 5DN

Make an enquiry
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

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£250,000
Compliance

Lifetime Wealth Ltd. is authorised and regulated by the Financial Conduct Authority. FCA Number 779040.

Similar advisers near you

Independent Financial Adviser 5.52 mi
Strategic Solutions is honoured to have been awarded Moneyfacts Investment adviser of the year both in 2017 and 2015
 
Independent Financial Adviser 6.59 mi
UNBIASED LOCAL FINANCIAL ADVICE.
 
Independent Financial Adviser 8.27 mi
Providing unparalleled advice in all your personal and business needs from pensions, protection to corporate planning we can help.
 
Independent Financial Adviser 8.93 mi
We provide clear, expert and relevant advice to enable you to create, keep and grow the wealth you have earned.