wealth at work group acquires financial wellbeing firm in ireland to expand its services.

1st February 2023

Wealth at Work group (“the Group”) the fast growing wealth manager has acquired financial wellbeing company, “Employee Financial Wellness Limited” (trading as Employee Financial Wellness) as it expands its operation overseas into Ireland.

The Group is a leading financial wellbeing and retirement specialist which has been helping those in the workplace improve their financial future since 2005 and serves more than 500 employers and occupational pension schemes in both the public and private sector including BT, Experian and Ineos.

Employee Financial Wellness is one of Ireland’s leading providers of financial wellness programmes for employees. Its programmes are used by many of Ireland’s leading organisations both in the private and public sector. Clients include LinkedIn and Alexion.

Both companies have already worked together on delivering financial wellbeing and retirement programmes in the UK and Ireland for clients such as Northern Trust and Sisk.

Jonathan Watts-Lay, Director of the Group comments; “We welcome Employee Financial Wellness to the family as we look to expand our services in Ireland to companies requiring a one stop shop for financial wellness solutions including digital communications, financial education, guidance and regulated financial advice. This is particularly important given so many large tech companies are based in this area with other offices in Europe and across the continent. This allows us to really expand upon our already existing global reach to meet the increasing demand from existing clients who are global employers, seeking to offer similar benefits to employees in the different jurisdictions in which they operate.”

The purchase of Employee Financial Wellness follows swiftly after other recent announcements from the Wealth at Work group including the acquisition of Alderley Edge based technology build firm DBD Digital, a workplace digital design and build specialist for employee communications.