21st March 2023
By integrating Lyfeguard's services, Davey & Weber IFA can enhance their personalised financial strategies for clients and boost overall efficiency with faster life-planning data access.
Lyfeguard addresses four main operational challenges faced by IFAs, as identified by AdviceBridge research: digitisation in a changing regulatory landscape, streamlining onboarding and advisory processes, improving client engagement, and reducing costs and time for advice. Our eight LyfeHubs provide IFAs with unprecedented access to information, enabling better insights into client executors and beneficiaries, improved health details for insurance plans, and more control of pension management.
By utilising Lyfeguard as a central storage hub, Davey & Weber IFA can reduce fact-finding time, spot new opportunities, and lower administration costs, ultimately allowing advisers to focus on high impact activities and spend more time dealing with clients. This partnership comes on the heels of Lyfeguard's UK launch by our founders, Gary Stewart and Fraser Stewart.
Fraser Stewart, our Chief Operating Officer, expressed delight in working with Davey & Weber IFA, emphasising how Lyfeguard streamlines processes and broadens client information availability. Mark Weber, Director at Davey & Weber IFA, also acknowledged the benefits of embracing Lyfeguard's technology, allowing them to continue offering a traditional in-home service while focusing on more complex and important personal topics.
Read more about the partnership in the press release from IFA Magazine.
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