Lyfeguard has partnered with Purity Financial Services, bringing together Lyfeguard’s advanced platform technology with the expert advisory services of Purity, aiming to enhance the financial advisory process across the IFA market.
The partnership is poised to elevate the client experience at Purity Financial Services, offering an unprecedented, holistic view of clients’ financial landscapes. By fostering a more personalised and insight-driven approach to wealth management, the collaboration ensures clients are better equipped for informed financial decision-making.
Under the leadership of the father-and-son team, Gary and Fraser Stewart, Lyfeguard is at the forefront of revolutionising the wealth management industry. The platform is celebrated for its real-time financial insights enabled by Open Finance integrations, setting a new standard for personal financial oversight.
In addition, Lyfeguard’s platform enhances clients’ ability to share essential personal and financial information with loved ones, establishing a foundation for digital legacy and promoting a unified approach to financial wellbeing.
Purity Financial Services, under the leadership of Lee Waterfall, stands out for its exceptional advisory services, as evidenced by its exceptional 4.9 rating on Vouched For. With expertise that covers all critical life stages—from wealth accumulation to estate planning—Purity, based in Wolverhampton, is a pillar of financial excellence.
Fraser Stewart, CCO at Lyfeguard, said: “Purity’s outstanding reputation speaks volumes about their dedication to client success. By integrating Lyfeguard’s platform with Purity’s well-established advisory excellence, we are poised to elevate the financial management experience for Purity’s clients. It’s a privilege to collaborate with a firm that holds such a strong reputation in the financial advisory sector. I am looking forward to seeing how our combined efforts will further empower their clients, offering them more insightful, efficient, and tailored financial guidance.”
Lee Waterfall, Director of Purity, added, “Our partnership with Lyfeguard represents a pivotal step forward in our mission to provide top-tier financial guidance. Leveraging Lyfeguard’s innovative platform, we can offer our clients a more comprehensive and intuitive advisory experience. This collaboration enables us to not only meet but exceed the evolving needs of our clients, ensuring they have the best tools and insights at their disposal to navigate their financial journeys successfully.”
