Company:Lyfeguard Limited

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Lyfeguard Limited
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
  • Cloud Storage
  • Personal Financial Management
  • File Sharing
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

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

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

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

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

  • Gary Stewart: Co-founder and CEO. Prior to Lyfeguard, he led Xceed Consultancy Group until its acquisition in 2018.[24][25][26]
  • Fraser Stewart: Co-founder and Chief Commercial Officer. He holds a Global MBA from Alliance Manchester Business School.[27][28][29][30][31]

Awards and Recognition

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

  1. ↑ "LYFEGUARD LIMITED overview - Find and update company information - GOV.UK" (in en). https://find-and-update.company-information.service.gov.uk/company/13160456. 
  2. ↑ "Financial planning platform Lyfeguard launches in the UK" (in en-GB). 2023-02-01. https://fintech.global/2023/02/01/financial-planning-platform-lyfeguard-launches-in-the-uk/. 
  3. ↑ Dawson, Nicholas (2023-03-19). "Britons urged to get 'expert guidance' on pensions" (in en). https://www.express.co.uk/finance/personalfinance/1747844/Pensions-advice-retirement-planning. 
  4. ↑ "UK00003793594". 2022-08-26. https://trademarks.ipo.gov.uk/ipo-tmcase/page/Results/1/UK00003793594. 
  5. ↑ "LYFEGUARD LIMITED filing history - Find and update company information - GOV.UK" (in en). https://find-and-update.company-information.service.gov.uk/company/13160456/filing-history. 
  6. ↑ "Fintech firm launches client management app for IFAs" (in en). https://www.ftadviser.com/your-industry/2023/02/01/fintech-firm-launches-client-management-app-for-ifas/. 
  7. ↑ "Lyfeguard enters partnership with Hometree" (in en). https://www.mpamag.com/uk/news/general/lyfeguard-enters-partnership-with-hometree/435594. 
  8. ↑ "Lyfeguard partners with Farewill on access to end-of-life planning services" (in en). 2023-02-22. https://www.finextra.com/pressarticle/95833/lyfeguard-partners-with-farewill-on-access-to-end-of-life-planning-services. 
  9. ↑ "Lyfeguard Limited". https://register.fca.org.uk/s/firm?id=0014G00003CeBzbQAF. 
  10. ↑ Brusnahan, Patrick (2023-10-25). "Lyfeguard and Moneyhub partner to integrate open finance" (in en-US). https://www.lifeinsuranceinternational.com/news/lyfeguard-and-moneyhub-partner-to-integrate-open-finance/. 
  11. ↑ "BM Registry | adb1a88d-40c4-4e29-86cb-fb4aabec46a7". https://registry.blockmarktech.com/certificates/adb1a88d-40c4-4e29-86cb-fb4aabec46a7/. 
  12. ↑ Russell, Brandon (2024-03-14). "Lyfeguard joins forces with Adviser Services Holdings Limited to streamline data access for IFAs - IFA Magazine" (in en-US). https://ifamagazine.com/lyfeguard-joins-forces-with-adviser-services-holdings-limited-to-streamline-data-access-for-ifas/. 
  13. ↑ Robson, Kurt (2024-08-02). "Labour shelving £1.3bn UK AI funding is 'setback' for country's tech ambitions, say experts". https://finance.yahoo.com/news/labour-shelving-1-3bn-uk-103507998.html. 
  14. ↑ "Labour shelves £1.3bn Tory-pledged AI compute projects" (in en-GB). 2024-08-02. https://www.uktech.news/ai/labour-shelves-compute-funding-ai-20240802. 
  15. ↑ Robson, Kurt (2024-08-02). "Labour shelving £1.3bn UK AI funding is 'setback' for country's tech ambitions, say experts" (in en-US). https://www.verdict.co.uk/labour-shelving-1-3bn-uk-ai-funding-is-setback-for-countrys-tech-ambitions-says-experts/. 
  16. ↑ Lawther, Robbie (2023-02-01). "Fintech firm creates IFA client document platform" (in en-US). https://adv.portfolio-adviser.com/fintech-firm-creates-ifa-client-document-platform/. 
  17. ↑ Willis, Dan (2023-02-01). "Financial planning platform Lyfeguard launches in the UK" (in en-GB). https://fintech.global/2023/02/01/financial-planning-platform-lyfeguard-launches-in-the-uk/. 
  18. ↑ Russell, Brandon (2024-02-22). "Lyfeguard partners with Finova Money to overhaul financial planning and digital wealth management - IFA Magazine" (in en-US). https://ifamagazine.com/lyfeguard-partners-with-finova-money-to-overhaul-financial-planning-and-digital-wealth-management/. 
  19. ↑ "UK WealthTech Landscape Report 2023" (in en). 10 October 2023. https://issuu.com/thewealthmosaic.com/docs/twm_uk_wtlr_volume_4_web_singles. 
  20. ↑ "Affiliates of the Consumer Duty Alliance" (in en). https://consumerduty.org/get-involved/join-the-alliance/affiliate-scheme. 
  21. ↑ "KeithMacDonald" (in en-UK). https://www.ey.com/en_uk/people/keith-macdonald. 
  22. ↑ "PIMFA Board" (in en-GB). https://www.pimfa.co.uk/about-us/pimfa-board-2/. 
  23. ↑ "Lyfeguard". https://www.cbinsights.com/company/lyfeguard. 
  24. ↑ "Wavestone Announces Acquisition Of Xceed Group". 2018-06-04. https://www.reuters.com/article/technology/wavestone-announces-acquisition-of-xceed-group-idUSFWN1RJ00K/. 
  25. ↑ "Case study: Tech-lover and Luddite". https://www.ft.com/content/16274678-f34c-11e0-b11b-00144feab49a. 
  26. ↑ "Gary Francis STEWART personal appointments - Find and update company information - GOV.UK" (in en). https://find-and-update.company-information.service.gov.uk/officers/hUr2WsvkRQ4TsxiheZL83BFJNMY/appointments. 
  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. https://www.researchgate.net/publication/373338982. 
  28. ↑ Iris (2023-03-07). "Fintech leaders to debate industry future in Parliament" (in en-US). https://www.business-money.com/announcements/fintech-leaders-to-debate-industry-future-in-parliament/. 
  29. ↑ Finance, Director of (2023-03-22). "Industry leaders back fintech future at Parliamentary summit" (in en-GB). https://dofonline.co.uk/2023/03/22/industry-leaders-back-fintech-future-at-parliamentary-summit/. 
  30. ↑ "Global MBA alumni profile: Fraser Stewart | Alliance MBS". https://www.alliancembs.manchester.ac.uk/blogs/global-mba-alumni-profile-fraser-stewart/. 
  31. ↑ "Fraser William Charles STEWART personal appointments - Find and update company information - GOV.UK" (in en). https://find-and-update.company-information.service.gov.uk/officers/XGZF-LnrhEFQqSUbZWiI3moIMKE/appointments. 
  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". https://www.thepfs.org/media/qx5m3ipb/personal-finance-society-associate-firms-list.pdf. 
  34. ↑ "Recognising Exceptional Businesses: The Business Awards UK 2023 Small Business Awards Winners and Finalists" (in en-US). 2023-10-02. https://finance.yahoo.com/news/recognising-exceptional-businesses-business-awards-112700692.html. 
  35. ↑ "About Lyfeguard" (in en-US). https://www.sme-news.co.uk/winners/lyfeguard/. 
  36. ↑ "The Life-Changing Mission Behind Lyfeguard | Great British Entrepreneur Awards – Great British Entrepreneur Awards" (in en). https://greatbritishentrepreneurawards.com/2023/10/the-life-changing-ai-behind-syd-how-lorena-puica-is-revolutionising-preventative-care/. 
  37. ↑ "Shortlist revealed for England Director of the Year Awards". 2024-06-11. https://www.iod.com/news/shortlist-revealed-for-england-director-of-the-year-awards/. 
  38. ↑ 38.0 38.1 "Lyfeguard (2024 Winner: FinTech Awards)" (in en-GB). https://wealthandfinance.digital/winners/lyfeguard/. 
  39. ↑ "London Shortlist 2024 | Great British Entrepreneur Awards – Great British Entrepreneur Awards" (in en). https://greatbritishentrepreneurawards.com/london%20shortlist%202024/. 

External links


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