Lifetime IFA provides independent financial advice in Torbay and across South Devon. We also work with clients in Torquay, Exeter, Plymouth, Paignton, Totnes, Newton Abbot and Brixham. Our advisers support individuals, families and business owners with clear, professional financial guidance.
We help clients with retirement planning, pension advice, investment management and long-term financial planning. Our advisers explain your options in simple terms so you can make informed financial decisions.
Our services include pension planning, retirement income strategies, investment portfolio management, inheritance tax planning and protection advice. You may be preparing for retirement, reviewing pensions or looking to grow your investments.
Based in Torbay, we support clients across South Devon. As independent financial advisers, we provide impartial advice and access to a wide range of financial products.
Our advisers support clients across South Devon including retirement planning and financial advise in Torbay, Exeter and Plymouth.
Areas We Serve
Financial Advice Across South Devon
We help clients across:
Based in Torquay, Lifetime IFA supports clients throughout Torbay and the surrounding areas including Exeter and Plymouth, offering both in-person and remote financial advice.
When most people think of retirement, they think of pensions…
Drawdown, or Flexi-Access Drawdown as it is also called, is the option to access your pension benefits flexibly…
ISA’s, General Investment Accounts and Investment Bonds…
If you would like to discuss Inheritance Tax planning with us, please do get in touch
Privately owned and independently run we are directly authorised by the Financial Conduct Authority (FCA).
We provide affordable advice that is unbiased and protected by the Financial Services Compensation Scheme (FSCS).
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We provide jargon-free, independent financial advice that is personal and tailored to your financial goals and needs.
Independent Financial Adviser
I am dedicated to providing expert guidance tailored to my client's unique needs.
Independent Financial Adviser
Having worked in Financial Services since 2008 and obtaining the Diploma in Regulated Financial Planning
Independent Financial Adviser
With more than a decade of experience in financial services, Ed works closely with both individuals and families alike.
Yes. Our advisers are based in Torbay and regularly work with clients in Torquay who need help with pension planning, retirement income strategies and long-term financial planning.
Yes. We work with many clients in Exeter and across South Devon, helping individuals review their pensions, plan for retirement and make informed investment decisions.
Yes. We provide retirement planning and pension advice for clients in Brixham and the surrounding South Devon area, helping people plan confidently for their future.
Yes. We regularly advise clients in Newton Abbot on pensions, investments and retirement planning, providing clear and independent financial advice tailored to individual goals.
Yes. We work with individuals and families in Totnes who want help understanding their pensions, reviewing existing plans and preparing financially for retirement.
Yes. Although we are based in Torbay, we work with clients throughout South Devon including Torquay, Paignton, Brixham, Totnes, Newton Abbot, Exeter and Plymouth.
Not necessarily. Many of our clients across Devon choose to meet in person, but we can also provide financial advice remotely via phone or video meetings if that’s more convenient.
You can arrange a pension review by contacting our team to schedule an initial consultation. We work with clients across Devon, including Exeter, Plymouth and the wider South Devon area.
We are proud to have formed personal, meaningful partnerships with our clients.
Many are more than just working relationships; we have formed true friendships.
Here is what they are saying about us.
Please feel free to contact us for an initial consultation at our cost, without obligation.
We are privately owned Independent Financial Advisers based in the South West of England.
