A clear view of the whole picture, not just the parts
Once accounts are connected and records are in place, Lyfeguard turns that information into a live financial position: total net worth, the full balance sheet, how wealth is spread across cash, property, pensions and investments, and how it has changed over time. The figures refresh as the connected accounts do, so the picture stays current rather than being reconstructed each time someone needs it.
Your money, from every angle
You shouldn't have to piece your financial story together from multiple apps. We instantly group your accounts, assets, and history into three dedicated perspectives designed for how you actually live.
See every current account and credit card netted into one figure — and toggle any account out of the total.
See what you've spent so far this month, split by where it went.
See this month against the same point last month, and whether you're up or down.
See a year of income and spending as a bar chart, with your average marked across it.
See every payment across every connected account in one list. Filter By Date and By Account.
Spending arrives grouped into Bills, Groceries, Transport, Health and the rest. Move anything that's landed in the wrong category.
Take the lot out as a file — for your accountant, your adviser, or your own records.
See assets minus liabilities as one figure, with the split underneath and a historical tracker.
See current accounts, pensions, investments and valuables against credit and loans, each agreement listed.
Set a pension target, see how your investments are performing, view your investment breakdown by type.
Connect your financial accounts in real-time
Over 250+ available integrations
Cash, Card, Savings, Loans, Mortgages
Cash, Card, Savings, Investment, Pensions
Cash, Card, Savings, Investment, Pensions
Cash, Card, Savings, Loans, Mortgages, Investment, Pensions
Cash, Card, Savings, Loans, Mortgages, Investment, Pensions
Cash, Card, Mortgages
Our plans & pricing
For Individuals (Basic)
Your personal and financial life, organised in one secure place — free to start.
Free
Access to 2 of 6 LyfeHubs
Secure document storage
Bank & credit card connections
Share information securely
Access to all six LyfeHubs
Full integrations, including Open Finance
Financial insights & analytics
Smart reminders & alerts
For Individuals (Pro)
Everything you need to bring your whole life into one connected record.
£4.99
Access to all six LyfeHubs
Secure document storage
Bank & credit card connections
Share Information Securely
Access to all six LyfeHubs
Full integrations, including Open Finance
Financial insights & analytics
Smart reminders & alerts
For Business
Give every client a secure, connected record — and manage it all in one place.
Custom
Full Pro-tier access for every client
Shared visibility into client information
Multi-client admin dashboard
Dedicated Business Documents Hub
Enterprise-grade security
Granular sharing permissions
Custom branding
Bespoke integrations
Dedicated account management
For Individuals (Basic)
Your personal and financial life, organised in one secure place — free to start.
Free
What’s Included:
Access to 2 of 6 LyfeHubs
Secure document storage
Bank & credit card connections
Share information securely
Access to all six LyfeHubs
Full integrations, including Open Finance
Financial insights & analytics
Smart reminders & alerts
For Individuals (Pro)
Everything you need to bring your whole life into one connected record.
£49.99
What’s Included:
Access to all six LyfeHubs
Secure document storage
Bank & credit card connections
Share Information Securely
Access to all six LyfeHubs
Full integrations, including Open Finance
Financial insights & analytics
Smart reminders & alerts
For Business
Give every client a secure, connected record — and manage it all in one place.
Custom
Full Pro-tier access for every client
Shared visibility into client information
Multi-client admin dashboard
Dedicated Business Documents Hub
Enterprise-grade security
Granular sharing permissions
Custom branding
Bespoke integrations
Dedicated account management