WEALTH at work acquires the Affinity group of companies to further increase its capacity in order to meet growing demand

11 July 2016

WEALTH at work - a leading provider of financial education in the workplace, supported by guidance and advice has acquired the Affinity group of companies (The Farleigh Group Ltd), its third strategic acquisition following their purchase of Life Academy in 2015.

Affinity (The Farleigh Group Ltd), founded in 2004, is a national provider of financial education and advice services based in Bristol. The group works with over 200 employers and mainly operates in the public sector for local authorities, the fire and police services and the NHS.  

The acquisition sees WEALTH at work increasing its footprint in the market at a time when demand for at-retirement services is increasing significantly, due to public policy, together with legislative and regulatory changes. 

Jonathan Watts-Lay, Director, WEALTH at work, comments; “We are very excited about the acquisition. We mainly provide our services to the private sector so this presents further opportunities for us to expand into the public sector, providing financial education seminars, guidance and advice, particularly for those employees who are at-retirement where making the correct decisions are crucial. Our increased capacity means we can continue to respond to the fast growing demand for our services.”

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Notes to editors:

WEALTH at work is a leading provider of financial education in the workplace. It helps employees to understand how to maximise the value of their workplace savings and benefits by delivering financial education tailored to the needs of individual companies, ranging  from large FTSE companies to SMEs. This involves targeting different segments of the workforce to enhance employee engagement. This service is supported by guidance and advice when required which includes, for example, the linking of company share schemes to pensions and ISAs, retirement income planning for retirees and specialist support for senior executives. For more information, visit www.wealthatwork.co.uk

For further information, please contact the WEALTH at work press office on 0151 255 3468 or email rachel.d.alderton@wealthatwork.co.uk

WEALTH at work and my wealth are trading names of Wealth at Work Limited which is authorised and regulated by the Financial Conduct Authority and is a member of the Wealth at Work group of companies. Registered in England and Wales No. 05225819. Registered Office: 5 Temple Square, Temple Street, Liverpool, L2 5RH. Telephone calls may be recorded and monitored for security and training purposes.