Draft:Lyfeguard Limited
| Submission declined on 27 April 2024 by Umakant Bhalerao (talk). This submission appears to read more like an advertisement than an entry in an encyclopedia. Encyclopedia articles need to be written from a neutral point of view, and should refer to a range of independent, reliable, published sources, not just to materials produced by the creator of the subject being discussed. This is important so that the article can meet Wikipedia's verifiability policy and the notability of the subject can be established. If you still feel that this subject is worthy of inclusion in Wikipedia, please rewrite your submission to comply with these policies. This draft's references do not show that the subject qualifies for a Wikipedia article. In summary, the draft needs multiple published sources that are:
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| Submission declined on 26 April 2024 by Greenman (talk). This submission does not appear to be written in the formal tone expected of an encyclopedia article. Entries should be written from a neutral point of view, and should refer to a range of independent, reliable, published sources. Please rewrite your submission in a more encyclopedic format. Please make sure to avoid peacock terms that promote the subject. Declined by Greenman 34 days ago. | |
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)
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| Company type | Privately held company |
|---|---|
| Industry | |
| Founded | January 27, 2021 in London, England |
| Founders | Fraser Stewart, Gary Stewart |
| Headquarters | Kemp House, 160 City Road, , |
| Products | Lyfeguard |
| Services | |
| Website | lyfeguard |
Lyfeguard Limited is a privately held financial technology company based in London, United Kingdom. It offers personal information management tools including cloud storage, personal financial management, and file sharing.
Founded in 2021 by Gary and Fraser Stewart, the company operates in the financial technology (FinTech) sector, specifically within the software as a service (SaaS) model, providing software for wealth management professionals and individual consumers.[1][2]
History
Lyfeguard was founded in 2021 by Gary Stewart and Fraser Stewart. Gary Stewart came up with the idea in response to the challenges he faced while managing and transferring personal and financial information during an estate settlement process.[3][4]
The company initially operated under the name My Halo Life Limited. In July 2022, they secured £260,000 in a Pre-Seed funding round and officially rebranded as Lyfeguard Limited.[5][6]
In February 2023, Lyfeguard launched its public services. This was followed by a series of partnership announcements with service providers, including Farewill (will writing), Hometree (home cover), and ManyPets (pet insurance).[7][8][9]
In October 2023, Lyfeguard partnered with Moneyhub to integrate open banking technology, allowing users to connect their financial accounts.[10] In the same month, Lyfeguard received regulatory approval from the Financial Conduct Authority (FCA) as an agent of Moneyhub.[11]
In February 2024, Lyfeguard was featured on the Sky TV program "Venture Visionaries."[12] In the same month, Lyfeguard partnered with Adviser Services Holdings Limited (ASHL), the parent company of the Sense Network, Lyncombe Consultants, and Rockhold Asset Management.[13]
Product and Services
Lyfeguard is a web application and sells subscriptions to its services.
Wealth Management and Financial Advice
This service is targeted towards financial advisers and includes customer relationship management (CRM) tools, a cloud-based client portal, portfolio management tools, financial data integration, reporting, and collaboration functionalities.[14]
Direct
Lyfeguard offers a cloud-based subscription service for individual users. This service provides data storage, financial account connections, and information sharing functionalities. Lyfeguard employs a freemium model; this services offers a free tier (Lyfeguard Basic) and a paid tier (Lyfeguard Pro).[15]
Team
Management
Lyfeguard was established by a father-and-son management team:
- Gary Stewart serves as the company's Chief Executive Officer. Before founding Lyfeguard, Stewart led Xceed Consultancy Group, overseeing its growth prior to its acquisition by Wavestone, a French consultancy firm, in 2018.[16]
- Fraser Stewart holds the position of Chief Commercial Officer (CCO). He has a Bachelor of Arts in History & Politics from the University of Exeter and a Master of Business Administration from Alliance Manchester Business School. In March 2023, he was featured in a Daily Express article alongside financial expert Martin Lewis, discussing the importance of independent financial advice for retirement planning.[17][18][19]
Advisory Board
- Ronel David, HSBC Innovation Banking[20]
- John Garden, Mastercard[21]
- Jack Smith, CEO, IAG Loyalty Retail; former Director of Digital, British Airways[22]
- Jonathan Lloyd White, Group CISO at Natura&Co; former Director of Security & Information, HMRC[23]
- Lee Mabey, Dentsu X[24]
- Gavin Borthwick, Beyond[25]
- Lukman Abdul Karim, FSP[26]
Awards and Recognition
| Award | Awarding Body | Result |
|---|---|---|
| TechRound100 2023 | TechRound100 | Ranked 10th[27] |
| Small Family Business of the Year 2023 | Business Awards UK | Winner[28] |
| Great British Entrepreneur Awards (GBEA) 2023 | Great British Entrepreneur Awards | Finalist[29] |
See also
References
- ^ "LYFEGUARD LIMITED overview - Find and update company information - GOV.UK". find-and-update.company-information.service.gov.uk. Retrieved 2024-04-26.
- ^ "Financial planning platform Lyfeguard launches in the UK". FinTech Global. 2023-02-01. Retrieved 2024-04-26.
- ^ Symcox, Jonathan (2023-02-01). "Launching: Lyfeguard - a life-planning assistant". TechBlast. Retrieved 2024-04-26.
- ^ Lawther, Robbie (2023-02-01). "Fintech firm creates IFA client document platform". PA Adviser. Retrieved 2024-04-29.
- ^ "Lyfeguard". Crunchbase. 2024-04-29. Retrieved 2024-04-29.
- ^ "UK00003793594". Intellectual Property Office. 2022-08-26.
- ^ "Fintech firm launches client management app for IFAs". www.ftadviser.com. Retrieved 2024-04-26.
- ^ "Lyfeguard enters partnership with Hometree". www.mpamag.com. Retrieved 2024-04-26.
- ^ "Lyfeguard partners with Farewill on access to end-of-life planning services". Finextra Research. 2023-02-22. Retrieved 2024-04-26.
- ^ "Lyfeguard partners with Moneyhub to integrate open finance functionality". ffnews.com. Retrieved 2024-04-26.
- ^ "NewRegister". register.fca.org.uk. Retrieved 2024-04-26.
- ^ Venture Visionaries Episode 10. Retrieved 2024-04-26 – via www.youtube.com.
- ^ Russell, Brandon (2024-03-14). "Lyfeguard joins forces with Adviser Services Holdings Limited to streamline data access for IFAs - IFA Magazine". ifamagazine.com. Retrieved 2024-04-26.
- ^ Solving Life Admin with Fraser and Gary Stewart Lyfeguard podcast | Episode 231 | NextGen Planners. Retrieved 2024-04-26 – via www.youtube.com.
- ^ "Lyfeguard Reviews, Info & Comments - SaaSHub". www.saashub.com. 2024-03-29. Retrieved 2024-04-29.
- ^ "Wavestone acquires Xceed Group as part of a long term aspiration to expand globally". Wavestone. Retrieved 2024-04-26.
- ^ Iris (2023-03-07). "Fintech leaders to debate industry future in Parliament". Business Money. Retrieved 2024-04-26.
- ^ Russell, Brandon (2024-04-03). "Embracing AI to Stay Ahead of the Curve and Boost Customer Engagement - IFA Magazine". ifamagazine.com. Retrieved 2024-04-26.
- ^ Dawson, Nicholas (2023-03-19). "Britons urged to get 'expert guidance' on pensions". Express.co.uk. Retrieved 2024-04-26.
- ^ "Lyfeguard Appoints FinTech and Banking Veteran Ronel David to Advisory Board". Financial IT. Retrieved 2024-04-26.
- ^ "Lyfeguard appoints Mastercard VP John Garden to Advisory Board – The Logistics Point". 2023-03-30. Retrieved 2024-04-26.
- ^ "Lyfeguard appoints ex-Director of Digital at British Airways Jack Smith to Advisory Board". Just Entrepreneurs. 2023-04-06. Retrieved 2024-04-26.
- ^ "Lyfeguard Appoints ex-Director of Security and Information at HMRC Jonathan Lloyd White to Advisory Board". Financial IT. Retrieved 2024-04-26.
- ^ "Movers and Shakers: McCann, M&C Saatchi, Mindshare, Atomic, Xaxis, Imagination and more". www.campaignlive.co.uk. Retrieved 2024-04-26.
- ^ "Lyfeguard Appoints Associate Experience Design Director at Beyond Gavin Borthwick to Advisory Board". Financial IT. Retrieved 2024-04-26.
- ^ "Lyfeguard appoints TMT Strategy expert Lukman Abdul-karim to Advisory Board". UK Tech News. 2023-04-06. Retrieved 2024-04-26.
- ^ "10. Lyfeguard". TechRound. 2023-12-14. Retrieved 2024-04-26.
- ^ "Recognising Exceptional Businesses: The Business Awards UK 2023 Small Business Awards Winners and Finalists". Yahoo Finance. 2023-10-02. Retrieved 2024-04-26.
- ^ "London Shortlist | Great British Entrepreneur Awards – Great British Entrepreneur Awards". greatbritishentrepreneurawards.com. Retrieved 2024-04-26.