21st March 2023

We are excited to announce that Davey & Weber IFA Ltd has partnered with Lyfeguard, our life planning assistant and document management platform for Independent Financial Advisers (IFAs).

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.

Why this matters

The partnership illustrates how adviser firms can use Lyfeguard to deepen client relationships while reducing friction around data gathering and document organisation.

By giving clients a structured place to maintain key information, firms can spend less time chasing records and more time on meaningful advice conversations.

About Lyfeguard

Lyfeguard is a secure digital platform that helps individuals, families and the professionals who support them organise, protect and share life’s essential information. By bringing important records, financial details and personal documents into one structured place, Lyfeguard supports everyday organisation as well as preparedness for major life events.

For professional firms, Lyfeguard helps turn fragmented client information into structured, permissioned insight. This gives advisers and client-facing teams a clearer view of the people they support, while helping clients keep essential information organised and accessible when it matters.