June 25, 2017 6:56 AM ET

Capital Markets

Company Overview of Wealth at Work Limited

Company Overview

Wealth at Work Limited provides financial education and employee wealth management services in the workplace for customers ranging from large FTSE companies to SMEs. The company’s services include pension changes and financial wellbeing services; advisory services that cover retirement income, and pension and investment planning services; and retirement income options, including financial education, Internet support tools, helpdesk support, regulated advice, and access to cashdrawn service solutions. Wealth at Work Limited was formerly known as JPMorgan Invest (UK) Limited and changed its name to Wealth at Work Limited in July 2009. The company was incorporated in 2004 and is based in Liverp...

5 Temple Square

Temple Street

Liverpool,  L2 5RH

United Kingdom

Founded in 2004


44 1512 553 468

Key Executives for Wealth at Work Limited

Chief Executive Officer
Head of Retirement Services
Compensation as of Fiscal Year 2016.

Wealth at Work Limited Key Developments

Steve O'Hare and Dominic Geer to Join Board of Wealth at Work as Non-Executive Directors

Equistone Partners Europe has completed the £50 million management buyout of financial services company Wealth at Work from Palatine Private Equity. Equistone partners Steve O'Hare and Dominic Geer led the transaction and will both join the Wealth at Work board as non-executive directors.

Wealth at Work Plans Acquisitions

Equistone Partners Europe has acquired Wealth at Work Limited and feels that the company will look at strategic acquisition opportunities. Equistone partners Steve O'Hare said: "The company has demonstrated strong growth during its time with Palatine and continues to be the market leader within its field. The business is well placed for continued organic growth and we will also look at strategic acquisition opportunities over the coming months."

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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