Surface held-away assets, identify advice opportunities, retain wealth through inheritance, and evidence Consumer Duty with Lyfeguard.
Reactivate dormant clienReactivate private client records, prompt timely legal instructions, support estate administration, and build family relationships with Lyfeguard.ts, shorten will review cycles, and grow private client revenue. Lyfeguard turns your existing client base into a living instruction pipeline.
Learn why Lyfeguard was created and how we’re helping people, families and professionals manage life’s important information with clarity.
Find company information, announcements, and media resources.
Speak to the team about partnerships, client rollouts, pricing or how Lyfeguard could work for your firm.
Review our approach to security, privacy, compliance and responsible handling of sensitive client information.
Articles and practical guidance for advisers, solicitors and partners navigating client engagement, life admin and intergenerational planning.
Explore how Lyfeguard brings life’s essential information together in one structured, secure place.
Choose the plan that fits how you want to organise, protect and share life’s important information.
Learn why Lyfeguard was created and how we’re helping people bring order, clarity and confidence to life’s important information.
Find company information, announcements, and media resources for Lyfeguard.
Plain-English articles to help you organise important documents, manage life admin and plan ahead with confidence.
Useful calculators and tools to help you understand your finances, plan decisions and see the numbers more clearly.
See how Lyfeguard protects personal information.
Find practical answers, product guidance and step-by-step support for using Lyfeguard with confidence.
Need help or want to speak to the team? Get in touch and we’ll point you in the right direction.
Assets, accounts, pensions, investments, cash, property, or policies a client holds outside a professional adviser’s current view or platform.
