Company:Lyfeguard Limited
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Type | Privately held company |
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Industry | |
Founded | January 27, 2021London, England | in
Founders | Fraser Stewart, Gary Stewart |
Headquarters | 128 City Road, , England |
Products | Lyfeguard |
Services | |
Website | lyfeguard |
Lyfeguard Limited is a British financial technology company headquartered in London. It offers a digital platform that allows individuals to store and manage personal documents and information, and provides tools for financial advisers to access and monitor client data. The company operates in the financial planning, digital estate management, and Open finance sectors.[1]
History
Lyfeguard was founded in 2021 by Gary Stewart and Fraser Stewart.[2][3][4][5]
The platform launched in 2022, initially aimed at individuals managing legal, financial, and life documents. In 2023, Lyfeguard introduced a version for financial advisers focused on digital onboarding, data collection, and document sharing.[6][7][8]
In 2025, Lyfeguard was selected to join the FinTech Innovation Lab London, a business accelerator programme led by Accenture and supported by financial institutions.[9]
Products
Lyfeguard operates a software-as-a-service platform offered to individuals and financial advisers.
The consumer version allows users to store and categorise documents such as wills, insurance policies, and identification records. Users can assign data access permissions and connect accounts via Open Finance integrations with third-party providers.
The adviser platform includes digital fact-finding, document exchange, and client financial data aggregation. Lyfeguard operates as an appointed agent of Moneyhub Financial Technology Ltd, an FCA-authorised provider.[10]
Partnerships
In 2023, Lyfeguard partnered with Farewill, a UK-based will-writing service, to integrate its estate planning tools.[11]
The company has also announced partnerships with Moneyhub for Open Finance integrations and Hometree for home emergency cover services.[12]
In 2024, Adviser Services Holdings Ltd included Lyfeguard on its preferred partner list for member financial advice firms.[13]
Recognition
In 2023, Lyfeguard received the “Small Family Business of the Year” award from Business Awards UK[14] and was named “Most Innovative Life Planning Platform” by SME News.[15]
The company was shortlisted for the Family Business category at the Great British Entrepreneur Awards in 2023 and 2024.[16][17]
Lyfeguard was also featured in 2024 on the Sky TV programme Venture Visionaries.[18]
References
- ↑ "Britons urged to get 'expert guidance' on pensions as many are not planning for retirement". Express. 2024-12-12. https://www.express.co.uk/finance/personalfinance/1747844/Pensions-advice-retirement-planning/amp.
- ↑ Lawther, Robbie (2023-02-01). "Fintech firm creates IFA client document platform". International Adviser. https://international-adviser.com/fintech-firm-creates-ifa-client-document-platform/.
- ↑ "Case study: Tech-lover and Luddite". https://www.ft.com/content/16274678-f34c-11e0-b11b-00144feab49a.
- ↑ "Global MBA alumni profile: Fraser Stewart". https://www.alliancembs.manchester.ac.uk/blogs/global-mba-alumni-profile-fraser-stewart/.
- ↑ "Fintech leaders to debate industry future in Parliament". Business Money. https://www.business-money.com/announcements/fintech-leaders-to-debate-industry-future-in-parliament/.
- ↑ "Fintech firm launches client management app for IFAs". FT Adviser. https://www.ftadviser.com/your-industry/2023/02/01/fintech-firm-launches-client-management-app-for-ifas/.
- ↑ "How AI can help financial advisers run their business". FT Adviser. https://www.ftadviser.com/better-business/2024/11/14/how-ai-can-help-financial-advisers-run-their-business/.
- ↑ SeedLegals (2025-01-20). Ensuring peace of mind and lasting legacies with Lyfeguard. Retrieved 2025-04-23 – via YouTube.
- ↑ "Introducing the 11 new FinTechs for the FinTech Innovation Lab London 2025". https://www.fintechinnovationlab.com/news/london/introducing-the-london-fil-2025-cohort/.
- ↑ "Lyfeguard Limited". https://register.fca.org.uk/s/firm?id=0014G00003CeBzbQAF.
- ↑ Poyser, Josh (2023-02-23). "Lyfeguard and Farewill partner to improve end-of-life planning". Fintech Intel. https://fintech-intel.com/esg/lyfeguard-and-farewill-partner-to-improve-end-of-life-planning/.
- ↑ "Lyfeguard enters partnership with Hometree". Mortgage Introducer. https://www.mpamag.com/uk/news/general/lyfeguard-enters-partnership-with-hometree/435594.
- ↑ "Lyfeguard joins forces with Adviser Services Holdings Limited to streamline data access for IFAs". IFA Magazine. https://ifamagazine.com/lyfeguard-joins-forces-with-adviser-services-holdings-limited-to-streamline-data-access-for-ifas/.
- ↑ "Business Awards UK Celebrates Outstanding Achievements at the 2023 Regional Business Awards". Yahoo! Finance. 2023-12-14. https://finance.yahoo.com/news/business-awards-uk-celebrates-outstanding-143200949.html.
- ↑ "SME News Announces the Winners of the 2023 Greater London Enterprise Awards". September 2023. https://smenews.digital/sme-news-announces-the-winners-of-the-2023-greater-london-enterprise-awards/.
- ↑ "Fraser & Gary Stewart – Lyfeguard". https://greatbritishentrepreneurawards.com/artist/fraser-gary-stewart-lyfeguard/.
- ↑ "London Shortlist 2024". https://greatbritishentrepreneurawards.com/london-shortlist-2024/.
- ↑ Venture Visionaries Episode 10. 2024-02-05. Retrieved 2025-04-23 – via YouTube.
External links
See also
- Financial technology
- Financial software
- Open finance
- Digital inheritance
- Great Wealth Transfer
- Client relationship management
![]() | Original source: https://en.wikipedia.org/wiki/Lyfeguard Limited.
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