Lyfeguard Earns PFS Associate Firm Status

Written by Fraser Stewart
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Lyfeguard, a leading SaaS fintech company dedicated to revolutionising client management and financial planning, is proud to announce it has been granted Associate Firm status by the Personal Finance Society (PFS). This esteemed designation marks a significant milestone in Lyfeguard’s commitment to upholding the highest standards of professionalism and ethics within the financial services industry.

The Associate Firm status is awarded to firms that demonstrate a steadfast commitment to the PFS’s core principles of professionalism, including adherence to a comprehensive Code of Ethics. This recognition underscores Lyfeguard’s dedication to fostering trust and integrity in financial planning and advice, aligning with its mission to empower financial advisers and their clients through innovative, real-time information and engagement tools.

A Commitment to Excellence and Ethics

Becoming an Associate Firm with the Personal Finance Society is a testament to Lyfeguard’s dedication to excellence in all aspects of its operations and services. It reflects the company’s ongoing efforts to ensure that its solutions not only meet but exceed the industry standards for ethical conduct and professional practice.

Fraser Stewart, CCO at Lyfeguard, expressed his enthusiasm for the achievement: 

“We are honoured to receive the Associate Firm status from the Personal Finance Society. This designation is a reflection of our team’s hard work and our collective commitment to delivering services that promote financial well-being and trust. It affirms our dedication to supporting financial advisers in providing exceptional advice and service to their clients.”

Elevating Financial Planning and Advice

The recognition as an Associate Firm aligns with Lyfeguard’s vision to be at the forefront of the financial services industry, providing tools and platforms that enable financial advisers to deliver superior advice and management services. By adhering to the principles and ethics endorsed by the PFS, Lyfeguard is poised to contribute significantly to the advancement of the financial planning profession and the enhancement of client outcomes.

Lyfeguard’s platform offers a range of features designed to meet the needs of modern advisers and their clients, including real-time information sharing, operational efficiency, and the facilitation of inter-generational wealth transfer. With its focus on innovation and client engagement, Lyfeguard is set to continue its trajectory of growth and influence in the financial sector.

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