Lifetime Wealth

Independent Financial Adviser  Lifetime IFA, Bovey tracey, Devon, TQ13 9AE
First meeting at adviser's own cost
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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Accident & sickness
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Critical illness
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Healthcare
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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
Response rating
9.0/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
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 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

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

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
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

Where to find us
Head office address: Lifetime IFA, 28 Victoria Street, Devon, Paignton, TQ4 5DN
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 3rd August 2020

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