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Liverpool based Wealth at Work group receives globally recognised accreditation by Investors in People

27th August 2025

The Wealth at Work group – headquartered in Liverpool, is pleased to announce that it has been awarded ‘We invest in people, silver accreditation’ by Investors in People.

Investors in People is a globally recognised accreditation that assesses and recognises organisations for their commitment to developing and managing their people effectively. It's a voluntary standard that helps businesses improve performance by focusing on staff development and overall employee experience.

To achieve the accreditation, colleagues were invited to provide feedback through a mixture of online surveys and interviews with an Investors in People Practitioner that explored leading and inspiring people, values and behaviours, managing performance, reward and recognition, development and continuous improvement. The accreditation means that the group’s people management practices are consistent, structured, and are delivering a positive impact. This achievement reflects a mature approach to leadership, values, empowerment, and performance management.

David Cassidy, Chief Executive Officer, Wealth at Work group, comments, “As leaders in workplace financial wellbeing, we’re honoured to receive this celebration of the dedication and excellence our colleagues bring to work every day.

We hold very high standards when it comes to our company values. This is encapsulated in the ethos of our business that we call internally, ‘the mum and dad principle’ which simply means ‘if you wouldn’t do it for your mum and dad, then you don’t do it at all’. This is encompassed in our HR policies and can be seen in every aspect of our business from our Financial Coaches to Advisers.

Our colleagues across the group, along with our valued clients, are at the heart of everything we do. That’s why this recognition means so much - it reinforces our purpose as a business and highlights how prioritising employee wellbeing creates a happier, more productive workplace.”