Wealth at Work group (“the Group”) – a leading financial wellbeing and retirement specialist wealth manager, has relocated its headquarters after securing a new central location in Liverpool as part of its continued growth.
Housing 150 employees with the capacity to double, it is fitted with brand new state of the art equipment to continue developing digital services.
The deal was confirmed by Forma Real Estate to lease 20,423 sq ft of office space at 5 St Paul’s Square in Liverpool, the largest letting in Liverpool City Centre’s commercial district since 2019.
David Cassidy, Chief Executive Officer of the Group comments, “We have increasing demand from large companies requiring a one-stop-shop for financial wellness solutions including digital communications, financial education with guidance together with regulated advice and investment management. Our momentum is such that we are one of the fastest growing companies in our sector and our new premises will allow us to expand in tandem with our demand, as well as continue to develop our unique technology to the benefit of our clients. Our new Liverpool office provides an excellent modern “Fintech” working environment which will allow our staff to continue to provide first class delivery for all our clients, which in turn will bring growth and prosperity to the city as demand for our services continues to increase.”
