Lyfeguard joins forces with Adviser Services Holdings Limited to streamline data access for IFAs

Lyfeguard, the innovative SaaS fintech company revolutionising client management and engagement in the financial advisory sector, has partnered with Adviser Services Holdings Limited (ASHL). 

Through this strategic collaboration, ASHL members will gain access to Lyfeguard’s innovative client management software at preferential rates.

ASHL, the umbrella organisation for a group of companies including Lyncombe Consultants, Rockhold Investments, Sense Network, and Lync Wealth Management, is revolutionising the advice market by embracing fresh, modern thinking and cultivating a vibrant community of high-quality Financial Advisers. Owned by a collective of private investors, ASHL’s manageable scale enables direct communication and facilitates bespoke solutions for its customers. Setting itself apart from traditional advice networks, ASHL recognises the unique journey of each adviser, embracing flexibility and individuality.

Lyfeguard, led by father-and-son duo Fraser and Gary Stewart, is overhauling the wealth management market through its adviser platform, which delivers real-time financial information via Open Finance connections, setting a new standard for managing personal finances. 

The platform enables clients to share vital personal and financial information with family and friends to build a digital legacy and facilitate inclusive financial planning. 

Fraser Stewart, Chief Commercial Officer at Lyfeguard, said: “We are thrilled to partner with Adviser Services Holdings Limited and extend our services to its esteemed members. Our client management software empowers advisers to streamline their processes, uncover new opportunities, and elevate client service. By offering exclusive rates to ASHL members, we aim to support their growth and success in the ever-evolving financial advisory landscape.”