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WEALTH at work secures new investment to sustain growth plans.
13th August 2015
WEALTH at work – a leading provider of financial education, guidance and advice in the workplace has secured further investment from private equity house Equistone Partners Europe to sustain its growth plans.
Palatine Private Equity will continue to invest in the company alongside Equistone and the management team.
WEALTH at work has achieved significant growth over the last few years which has been further boosted by the pension freedoms which came into force in April this year. Given the legislative changes to pensions and its new investment, the company is in a strong position to continue its upward trajectory.
Jonathan Watts-Lay, Director, WEALTH at work comments, “We are one of only a few companies who can fully deliver the complete range of retirement options that the pension changes have created, ranging from financial education through to regulated advice and the full range of retirement income options”.
He continues, “This investment will support the delivery of our growth plans and ensure we continue to provide an excellent service to clients. WEALTH at work has already seen robust growth which is only set to continue with the increase in demand for our services due to the pension freedoms, and the recognition that financial education and retirement services offered via the workplace are key to employee financial wellbeing”.
Further coverage can be found in Personnel Today.
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