Our history

Built on purpose, grown through belief, proven by impact.

We’ve always believed that high-quality, regulated financial advice shouldn’t be a privilege. It should be accessible, affordable and available through the workplace. That belief sparked our founding vision in 2012 and shapes everything we do.

This timeline tells our story. From bold beginnings to becoming a trusted partner, having worked with over 200 employers, many Blue Chip, across the UK. We’ve grown by staying human-first, independent and values driven. And we’re just getting started.

2012 - 2014

The vision ignites

Our story began with a single principle — to put the saver first. That meant shifting the focus from products to people, and building a model that delivered accessible, ongoing advice through employers. With backing from deVere Group and the incorporation of UK Workplace Solutions, we launched with determination and a clear mantra: high-quality, affordable advice for all.

2015 - 2017

Growing with purpose

From the start, we offered advice that looked at the whole person — their goals, dreams and future plans. By the end of 2016 we were working with ten corporate clients.

2018 - 2020

Continued momentum

We kept growing — by staying true to what we believe. By 2019 we supported over one hundred employers. We opened our Newcastle office, built out our systems and teams and became directly regulated by the FCA — a big step forward.

2021 - 2023

Smarter tools, bigger reach

We grew to over 150 employer clients, giving tailored, personalised finance advice to over 2,200 people each year. We achieved ISO accreditation and launched our OneYou app making ongoing advice more accessible. It connects with trusted tools like MoneyHub, Guiide, Paylow and DocuSign. And we launched our WPS in the Community Programme.

2024 - 2025

Supporting our vision

We launched the LifeStage app, bringing together everything we believe in: clear, ongoing, personal advice — powered tech, delivered with care. We have a team that’s grown to 60 with 34 advisers supporting individuals directly. And we’ve been recognised with several industry awards including: