Wealth at Work Receives Equity Funding from Palatine Private Equity

Wealth at Work, a Liverpool, UK-based provider of financial education and employee wealth management services in the workplace, has received equity funding from Palatine Private Equity.

Palatine Private Equity has backed the management team led by CEO David Cassidy to acquire the business (MBO) from LDC, who originally backed the management team in 2009.

Palatine will work with the team in identifying acquisition opportunities as well supporting the continuing organic growth of the business.

Wealth at Work offers a complete education and wealth management service covering a range of subjects from pension limits for high earners to share scheme diversification and redundancy to retirement planning, which is delivered by a team of specialists.
Its client base spans a number of sectors and includes major FTSE employers including British Telecom, BP and Marks & Spencer as well as a number of leading financial services companies.

In conjunction with the investment, Beth Houghton of Palatine will join Wealth at Work’s board.



Join the discussion