Welcome to Lifetime IFA
Your friendly local financial advisor. We provide independent financial advice, helping our clients in Paignton reach their financial goals. Providing the best financial advice is central to our purpose, and that is why we will always remain independent. If you need:
- • General Financial Advice in Paignton
- • Pension Advice in Paignton
- • Investment Advice in Paignton
- • Inheritance Tax Advice in Paignton
We encourage you to consider using us as your financial advisor.
Click on the links below to find out more information about our services in Paignton or call us on 01803 526 171 to make an appointment to speak to an advisor.
Customer Service
At Lifetime Wealth, we believe that as financial advisors, we should put clients 1st. Helping them achieve their financial goals is our #1 objective. Treating customers fairly is central to this philosophy & when we work with our clients, we're looking to build adviser & client relationships that will last a lifetime.
Independent Advice
We are independent financial advisors and are committed to maintaining our independent status. We will always act on our clients' behalf and will never be tied to particular providers or lenders. "Helping you achieve your financial goals is our goal."
Why
Choose us?
- • We act honestly and with integrity
- • We provide a personal service
- • We are qualified with a highly experienced team
- • We are reliable; we do what we say we will do
- • We are open and upfront about our services
DROP US A LINE
For a free initial consultation, without obligation, please complete the form below or call 01803 526 171
Financial Advisor Services Paignton
INHERITANCE TAX PLANNING
Inheritance Tax Planning (IHT Planning) “Nothing can be said to be certain, except death and taxes” – Benjamin Franklin.
By careful planning we can help mitigate the burden of inheritance tax on your loved ones.
ANNUITY ADVICE
Purchasing an annuity is the most common way of turning all your pension savings, which you've built up over the years, into an income that will last you the rest of your life.
INCOME DRAWDOWN
Rather than purchase an annuity, you may be able to drawdown accumulated funds in your pension to provide an income that can be tailored to your needs in retirement.
RETIREMENT PLANNING
Planning for retirement is extremely important especially as people are living longer and are active for longer. To enjoy your retirement, having a suitable income to support your standard of living is essential.
SIPPs
A Self Invested Personal Pension allows the plan holder much more freedom than a personal pension or a stakeholder pension. It also requires active management and investment expertise and charges may be higher than for a personal pension.
WORKPLACE PENSIONS
A workplace pension is a way of saving for your retirement that's arranged by your employer. Some workplace pensions are called 'occupational', 'works', 'company' or 'work-based' pensions.
PENSION ADVICE
Everyone in the UK needs to save for their retirement and most do this by contributing to a pension. The state pension will not be enough for most people and will definitely not provide enough for you to enjoy retirement!
WEALTH MANAGEMENT
There are many different ways to take care of your savings and investments. Equally there are many banks, building societies and financial institutions to choose a range of products from.
ISAs
There are many different ways to take care of your savings and investments. Equally there are many banks, building societies and financial institutions to choose a range of products from.
INVESTMENT ADVICE
There are many different ways to take care of your savings and investments. Equally there are many banks, building societies and financial institutions to choose a range of products from.
INCOME PROTECTION
We can advise on and help you make important decisions on how to best ensure that should you be off work due to accident or sickness, be diagnosed with a critical illness or even worse that your family and loved ones are financially secure.
INSURANCE
We can advise on and help you make important decisions on how to best ensure that should you be off work due to accident or sickness, be diagnosed with a critical illness or even worse that your family and loved ones are financially secure.
EQUITY RELEASE
Equity Release schemes can be used for many reasons from supplementing income in retirement, inheritance tax planning, and paying off an interest only mortgage to releasing a lump sum of money from your home.
MORTGAGE ADVICE
Buying a home is one of the major financial decisions someone will take in their life and is usually the biggest financial commitment someone will make in their life. At Lifetime-IFA we are committed to making sure that our clients receive the best mortgage advice available.
WHY CHOOSE LIFETIME IFA serving Paignton?
Tailored Solutions
We recognise that each person has different financial needs. Our advice is personalised to each of our clients.
Efficient & Hassle Free
We take the hassle out of managing finances. We can provide home visits and handle client paperwork.
Experienced
We are experienced in helping people in many different situations. Whether it’s complex or simple, we can help.
Trustworthy
We pride ourselves on working honestly and with integrity. Our priority is your priority
Reliable
You can count on us to do what we say we will do. Nothing less is good enough for our clients
Independent Financial Advice
We give independent financial advice. Our research covers the whole market to give our clients the best advice