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Draft:Lyfeguard Limited

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  • Comment: The OP has removed primary and unreliable sources upon my instructions. And I myself have cleaned up the promo bits and copy edited the article. Also trimmed some references. I've put some of them in the talk page. IMO the company might meet borderline notability but I'll leave that to someone else to review. @Fintechfraser: you may resubmit the draft now and someone else will review it. Regards. X (talk) 18:38, 30 April 2024 (UTC)
  • Comment: Linkedin.com and Spotify are not reliable independent sources. Theroadislong (talk) 12:48, 29 April 2024 (UTC)
  • Comment: Thank you for your WP:COI declaration. However, the framing of the submission is still promotional and not suitable as is. See also WP:SOLUTION. Greenman (talk) 21:12, 26 April 2024 (UTC)


Lyfeguard Limited
Company typePrivately held company
Industry
FoundedJanuary 27, 2021; 3 years ago (2021-01-27) in London, England
FoundersFraser Stewart, Gary Stewart
Headquarters128 City Road,
London
,
England
ProductsLyfeguard
Services
Websitelyfeguard.com

Lyfeguard Limited is a UK-based financial technology company founded in 2021.[1] It develops software for personal information management, offering features such as secure storage, financial organization, and sharing capabilities. The company's software caters to both individual consumers and professionals in various financial sectors, including wealth management, mortgage brokerage, insurance, and legal services.[2][3]

History

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Initially operating under the name My Halo Life Limited, the company rebranded as Lyfeguard Limited in July 2022 after securing £260,000 in pre-seed funding.[4][5] The company launched its services to the public in February 2023.[6]

Since its launch, Lyfeguard has established partnerships with various service providers, including Farewill, Hometree, and ManyPets.[7][8] In October 2023, Lyfeguard integrated open banking and open finance functionality through a partnership with Moneyhub and was subsequently registered as an agent of Moneyhub by the Financial Conduct Authority (FCA).[9][10] Lyfeguard has obtained Cyber Essentials and ISO 27001 certifications.[11]

In March 2024, Lyfeguard partnered with Adviser Services Holdings Limited (ASHL).[12]

In August 2024, Fraser Stewart publicly expressed concerns about the UK government's decision to shelve £1.3 billion of funding for AI and compute projects, highlighting potential implications for the UK's technology ambitions.[13][14][15]

Software

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Lyfeguard's software is delivered through a web application accessible via subscription. The company offers products for two main customer segments: financial services professionals and individual consumers.

Financial Services

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Lyfeguard provides tools for managing client relationships and practice workflows.[16][17] These include customer relationship management (CRM) systems, secure client portals, and features for integrating financial data, generating reports, and facilitating collaboration.[18][19] Lyfeguard is a member of the Consumer Duty Alliance, a not-for-profit organization supporting the adoption of the Financial Conduct Authority's Consumer Duty regulations.[20]

Lyfeguard's advisory board includes individuals with experience in the financial services industry, including Keith MacDonald, former Head of Wealth Management at EY, and Geoff Towers, CEO of GPP and formerly at Aviva.[21][22]

Consumers

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Lyfeguard offers a freemium subscription service, for managing personal information. The basic tier provides access to core features, while the premium tier, Lyfeguard Pro, offers additional functionalities.[23]

Management

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Awards and Recognition

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Lyfeguard has received recognition within the financial technology sector. In 2024, the company was featured on the Sky TV program "Venture Visionaries" and achieved Associate Firm status from the Personal Finance Society (PFS).[32][33]

Award Year Awarding Body Result
Small Family Business of the Year 2023 Business Awards UK Winner[34]
Most Innovative Life Planning Platform 2023 SME News Winner[35]
Family Business Entrepreneurs of the Year 2023 Great British Entrepreneur Awards Finalist[36]
England Director of the Year (Gary Stewart) 2024 Institute of Directors (IoD) Finalist[37]
Personal Data Management Fintech Start-up of the Year 2024 Wealth & Finance International Winner[38]
Most Visionary Fintech Business Leader (Fraser Stewart) 2024 Wealth & Finance International Winner[38]
Family Business Entrepreneurs of the Year 2024 Great British Entrepreneur Awards Shortlisted[39]

References

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  1. ^ "LYFEGUARD LIMITED overview - Find and update company information - GOV.UK". find-and-update.company-information.service.gov.uk. Retrieved 2024-04-26.
  2. ^ "Financial planning platform Lyfeguard launches in the UK". FinTech Global. 2023-02-01. Retrieved 2024-04-26.
  3. ^ Dawson, Nicholas (2023-03-19). "Britons urged to get 'expert guidance' on pensions". Express.co.uk. Retrieved 2024-04-26.
  4. ^ "UK00003793594". Intellectual Property Office. 2022-08-26.
  5. ^ "LYFEGUARD LIMITED filing history - Find and update company information - GOV.UK". find-and-update.company-information.service.gov.uk. Retrieved 2024-11-12.
  6. ^ "Fintech firm launches client management app for IFAs". www.ftadviser.com. Retrieved 2024-04-26.
  7. ^ "Lyfeguard enters partnership with Hometree". www.mpamag.com. Retrieved 2024-04-26.
  8. ^ "Lyfeguard partners with Farewill on access to end-of-life planning services". Finextra Research. 2023-02-22. Retrieved 2024-04-26.
  9. ^ "Lyfeguard Limited". register.fca.org.uk. Retrieved 2024-04-26.
  10. ^ Brusnahan, Patrick (2023-10-25). "Lyfeguard and Moneyhub partner to integrate open finance". Life Insurance International. Retrieved 2024-11-12.
  11. ^ "BM Registry | adb1a88d-40c4-4e29-86cb-fb4aabec46a7". registry.blockmarktech.com. Retrieved 2024-11-12.
  12. ^ Russell, Brandon (2024-03-14). "Lyfeguard joins forces with Adviser Services Holdings Limited to streamline data access for IFAs - IFA Magazine". IFA Magazine. Retrieved 2024-04-30.
  13. ^ Robson, Kurt (2024-08-02). "Labour shelving £1.3bn UK AI funding is 'setback' for country's tech ambitions, say experts". Yahoo! Finance.
  14. ^ "Labour shelves £1.3bn Tory-pledged AI compute projects". UKTN. 2024-08-02. Retrieved 2024-11-12.
  15. ^ Robson, Kurt (2024-08-02). "Labour shelving £1.3bn UK AI funding is 'setback' for country's tech ambitions, say experts". Verdict. Retrieved 2024-11-12.
  16. ^ Lawther, Robbie (2023-02-01). "Fintech firm creates IFA client document platform". PA Adviser. Retrieved 2024-11-12.
  17. ^ Willis, Dan (2023-02-01). "Financial planning platform Lyfeguard launches in the UK". FinTech Global. Retrieved 2024-11-12.
  18. ^ Russell, Brandon (2024-02-22). "Lyfeguard partners with Finova Money to overhaul financial planning and digital wealth management - IFA Magazine". ifamagazine.com. Retrieved 2024-04-29.
  19. ^ "UK WealthTech Landscape Report 2023". issuu. 10 October 2023. Retrieved 2024-04-29.
  20. ^ "Affiliates of the Consumer Duty Alliance". Retrieved 2024-08-02.
  21. ^ "KeithMacDonald". www.ey.com. Retrieved 2024-11-12.
  22. ^ "PIMFA Board". PIMFA – Building Personal Financial Futures. Retrieved 2024-11-12.
  23. ^ "Lyfeguard". CB Insights. Retrieved 2024-04-29.
  24. ^ "Wavestone Announces Acquisition Of Xceed Group". Reuters. 2018-06-04. Retrieved 2024-08-02.
  25. ^ "Case study: Tech-lover and Luddite". www.ft.com. Retrieved 2024-04-30.
  26. ^ "Gary Francis STEWART personal appointments - Find and update company information - GOV.UK". find-and-update.company-information.service.gov.uk. Retrieved 2024-11-12.
  27. ^ Sohaila, Bakr (2023). "Unleashing Collaborative Potential: Exploring the Dynamics between Banks and Fintechs in the Era of PSD2 and Open API Technologies". Aalborg University.
  28. ^ Iris (2023-03-07). "Fintech leaders to debate industry future in Parliament". Business Money. Retrieved 2024-04-26.
  29. ^ Finance, Director of (2023-03-22). "Industry leaders back fintech future at Parliamentary summit". Director of Finance Online. Retrieved 2024-04-29.
  30. ^ "Global MBA alumni profile: Fraser Stewart | Alliance MBS". www.alliancembs.manchester.ac.uk. Retrieved 2024-11-12.
  31. ^ "Fraser William Charles STEWART personal appointments - Find and update company information - GOV.UK". find-and-update.company-information.service.gov.uk. Retrieved 2024-11-12.
  32. ^ Venture Visionaries Episode 10. Venture Visionaries on Sky TV. Retrieved 2024-04-30 – via YouTube.
  33. ^ "Personal Finance Society Associate Firms – A-Z List" (PDF). Personal Finance Society.
  34. ^ "Recognising Exceptional Businesses: The Business Awards UK 2023 Small Business Awards Winners and Finalists". Yahoo Finance. 2023-10-02. Retrieved 2024-04-26.
  35. ^ "About Lyfeguard". SME News. Retrieved 2024-04-26.
  36. ^ "The Life-Changing Mission Behind Lyfeguard | Great British Entrepreneur Awards – Great British Entrepreneur Awards". greatbritishentrepreneurawards.com. Retrieved 2024-04-30.
  37. ^ "Shortlist revealed for England Director of the Year Awards". Institute of Directors. 2024-06-11.
  38. ^ a b "Lyfeguard (2024 Winner: FinTech Awards)". Wealth & Finance International. Retrieved 2024-11-12.
  39. ^ "London Shortlist 2024 | Great British Entrepreneur Awards – Great British Entrepreneur Awards". greatbritishentrepreneurawards.com. Retrieved 2024-11-12.
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