Liverpool BID’s Business of the Month for March is a one-stop-shop for financial wellness solutions

A one-stop-shop for financial wellness solutions has been named as the Liverpool BID Business of the Month for March.

WEALTH at work is one of the UK’s fastest growing financial wellbeing, retirement and workplace savings specialists celebrating 20 years this year – 15 of them based in the city.

CEO of WEALTH at work, David Cassidy said:

“We are really proud to have been named BID’s Business of the Month.”

“We have been very fortunate to have been picking up national and international awards over the last few years, but it’s great to be recognised in our community.

“Although most of the day-to-day work we do is outside the Liverpool City Region, the majority of our colleagues are based here, so it’s especially important.”

The company was founded in 2005 as part of the banking giant JP Morgan, before being bought out by its managers and renamed it WEALTH at work.

David said:

“We specialise in providing financial education, guidance, and regulated investment advice and investment management for employees of big companies,”

“or the pension scheme members of large occupational pension schemes.

“We want to help people understand the complexities around finances, particularly around pensions and building financial independence for the future, and helping those people who’ve already had a working life and got to a stage where they’ve accumulated some capital make sure they invest it wisely in retirement, so it lasts them throughout.”

WEALTH at work looks after employees from around 700 organisations from the public and private sector companies. This includes the NHS, Civil Service, several police forces, and fire services from the public sector and, from the private sector, BT Group, Drax, M&S, Kingfisher and Haleon.

The company has won many awards – most recently a national one was for the Best Financial Education Strategy for Marks & Spencer.

David added:

“It was also good to see our work for M&S being recognised for what we do in supporting employees to understand their finances,”

It has also won awards globally last year for its efforts helping employees understand share schemes and the issues around being part of an employee share plan, along with accolades from companies like Drax (commodities) and Sage Technology.

In addition, the company has been awarded the Top 100 Best Places to Work in the Sunday Times list for both 2024 and 2025, as well as the Best Company of the Financial Services 2025, irrespective of size.

When asked why the company relocated to Liverpool, David said:

“We were originally located in London but when we became WEALTH at work I wanted the business to be based in Liverpool – not just because it’s where I’m from – but because we wanted the business to be different and do things differently, helping people pay less for goods and services and understand tax more, and making sure they got the right investments.”

“We needed a different attitude – Liverpool has got a reputation for being a bit edgy and doing things differently – and we got help from Liverpool City Council and the then Northwest Regional Development Agency.”

“Liverpool historically has a great financial heritage thanks to its mercantile history, with a wealth of experience in banking, insurance and more.”

WEALTH at work has taken advantage of the city’s ‘great’ universities, establishing its own academy which, David says, is crucial and fundamental to the business, taking in people who want a career in the investment world, training them over a three year period and putting them through professional exams.

It currently has 30 people and within the business are 60 people who graduated from it – and it’s looking to recruit 16 entrants this year: “Which makes us proud.”

David added:

“Our job is to help people understand that by embracing workplace benefits, they can pay less for goods and services and do things more tax-efficiently and, by doing so, help them towards the cost of living and/or developing surplus income that can be redirected into savings for their future and financial independence.”

“Unless people have a lot of money to invest they don’t always know where to go to get good financial education, guidance and investment advice, we’re filling that advice gap and delivering investments to people that would previously have needed £2-3m to invest to those with £50,000.”

“We’re growing because we deliver.”