Solution introduction

A life planning platform for the UK

Simple, easy-to-use, essential

Store and access your personal information in one place
Manage your information whenever and wherever you want. Whether at home, on the go or in an important meeting you can access your data whenever you need it. You can even edit existing data and upload new information on the go. Uploading and downloading files is as simple as one click.

Intuitive forms guide you through your organisation journey
Lyfeguard is broken down into eight LyfeHubs: Personal, Financial, Legal, Homes & Possessions, Health & Wellness, Digital & Subscriptions, Retirement, and End of Life. In each section, you will find all the relevant information with simple and intuitive forms to guide you.

Handy reminders ensure you are on time, every time
Never miss an important date ever again.

Seamlessly manage your personal and professional contacts
Contact management has never been simpler. The address book allows you to store all of your personal and professional contacts in one place. 

Find clarity with your finances through visualisations and insights 
The financial dashboard builds a picture of your financial position. It calculates your net worth and breaks down the underlying assets and liabilities. You'll also find investments, pensions, and recurring payments here. Tracking your finances is easy with Lyfeguard. 

Share your information with friends, family, and trusted advisers
Pass on your personal information to those closest to you. 

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.