Wealth at Work Group Ltd.

Wealth at Work Group Ltd.

Wealth at Work Group Ltd.

Overview
Date Founded

2015

Headquarters

5 Temple Square,Temple Street,Liverpool, Merseyside L2 5RH

Type of Company

Private

Company Description

Wealth at Work Group Ltd. provides financial education and employee wealth management services. Its services include pension changes and financial wellbeing services, advisory services that cover retirement income, pension and investment planning services, retirement income options, including financial education, Internet support tools, helpdesk support, regulated advice and access to cashdrawn service solutions. The company was founded by David Frederick Cassidy on April 29, 2004 and is headquartered in Liverpool, the United Kingdom.

Executives & Employees

Chief Executive Officer & Director

Director, Director-Sales & Marketing

Secretary & Director

Board of Directors

Senior Partner at Equistone Partners Europe Ltd.

Partner at Equistone Partners Europe Ltd.

Director, Director-Sales & Marketing at Wealth at Work Group Ltd.

Chief Executive Officer at WEALTH at work Ltd.

Secretary & Director at Wealth at Work Group Ltd.

Director at Wealth at Work Group Ltd.

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Recent Transactions
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Equistone Partners Europe Ltd., WEALTH at work Ltd., Wealth at Work Group Ltd. purchase The Farleigh Group Ltd.

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Equistone Partners Europe Ltd., WEALTH at work Ltd., Wealth at Work Group Ltd. purchase Life Academy Ltd.

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Palatine Private Equity LLP, WEALTH at work Ltd., Wealth at Work Group Ltd. purchase Marshall Zoing Ltd.

Investors
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Equistone Partners is an active manager which focuses on mid-markets and change of ownership transactions. They utilize their European network for access to local management teams, vendors and advisory firms.The firm invests across diverse sectors, with specific expertise in support services, financial services, healthcare and consumer and travel. They also have a team that focuses on the infrastructure sector in the UK and Europe.Equistone Partners is an active investment manager in the post-completion phase. They consider themselves a strategic partner alongside management teams seeking to build shareholder value.The firm manages a number of funds such as those for the primary market targeting the development of new infrastructure. Funds for the secondary market are for investment in operational infrastructure assets. They also have a specialist fund for the development and management of student accommodations.

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Chief Executive Officer at WEALTH at work Ltd.

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Palatine focuses on financial services, IT & telecoms, hotels & leisure, food manufacture, healthcare & pharmaceuticals, retail & consumer and environmental services sectors. The firm They provides financing for management buyouts, shareholder restructurings and clearly defined buy & build strategies with £5-£10 million per transaction.