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Organise today, secure tomorrow.

The secure platform for a life without limits

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For Individuals & Families

With Lyfeguard, you can organise your life, connect with your loved ones, and secure your financial future – all in one place. Share, track, plan, and access on the go. It's that simple.

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For Financial Advisers

With Lyfeguard, you can deepen client relationships, streamline your practice, and gain valuable insights – all in one place. Share, collaborate, secure, and simplify. It's that simple.

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Individuals & Families

Life moves fast. We help you to stay ahead.

Life moves fast. Work, family, bills, important documents - it's a lot to juggle, let alone start to think about planning for the future. Lyfeguard is your digital command centre that simplifies the chaos and empowers you to live life your on terms.

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Reduce the chaos

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Store all your critical documents, financial details, and information in one secure place

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Access your important information anytime, anywhere, from any device

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Get timely reminders on expiry dates so nothing falls through the cracks

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Gain financial clarity

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Get a unified, crystal-clear view of your finances across 250+ financial institutions

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Effortlessly analyse your spending patterns to make smarter financial choices

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Unlock long-term financial trends to make informed decisions that set you up for success

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Empower loved ones

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Securely grant loved ones access to the information they need, exactly when they need it

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Maintain full control over who sees what, ensuring your information remains protected

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Easily manage your contacts, keeping track of who is associated with what


Built for Speed

Whether you're on your laptop at home, your smartphone on the go, or your tablet on holiday, your life is always within reach.

Intuitive & Simple

We've taken the complexity out of managing your life, so you can focus on the things that truly matter.

Security-First

Your data is our top priority. We employ bank-level encryption and continuous monitoring to ensure your information is always safe and secure.

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Ready to gain clarity, connection and control?

Your next steps:

Financial Advisers

Designed to deepen connections with clients

Juggling client meetings, market analysis, compliance, and administrative tasks can leave little time for meaningful engagement. Lyfeguard is your digital co-pilot, designed to empower you to provide exceptional service, build trust, and grow your practice.


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Centralised Client Hub

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Simplify client management and elevate your service with a unified platform

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Easily find what you need, when you need it, streamlining workflows

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Streamline tasks and communication for a more efficient practice

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Enhanced Collaboration

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Collaborate seamlessly with clients and team members on financial plans

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Strengthen connections and share insights on collective financial goals

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Facilitate smooth wealth transfer and financial planning across generations

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Data-Driven Advice & Services

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Get comprehensive insights into client finances for a holistic 360° understanding

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Deliver personalised advice based on real-time data and individual needs

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Proactively identify opportunities and develop strategies for long-term financial success


Client-Centric

Seamlessly share financial plans, gather client data, and track progress together – all while fostering trust and transparency.

Data-Driven

Make informed decisions, offer personalised advice, and drive exceptional results for your clients.

Maximised Impact

Spend less time on admin and more time building a thriving practice.

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I am certain that Lyfeguard will change the lives of clients & advisers alike in the years to come

Dan Graham, NextGen Planners

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Our clients have hugely valued the simplicity yet sophistication of Lyfeguard

Scott Millar, Finova Money

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Ready to see how it works?

Your next steps:

Built-in Security

You can trust Lyfeguard with your data. We’re built with bank level security.

Multi-factor authentication

We verify your identity with both your email and a unique mobile code. This way, we know it's always you.

End-to-end encryption

Your information stays between you and those you choose to share it with. No-one else can access it, not even Lyfeguard.

Additional protection layers

With several security measures in place, our UK-based server is under round-the-clock surveillance against any threats.

We are certified with ISO 27001 and Cyber Essentials

Providing peace-of-mind for the safety of your information

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