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WEALTH at work named Liverpool BID company’s ‘Business of the Month’

15th March 2026

WEALTH at work has been named Liverpool Business Improvement District’s (BID’s) 'Business of the Month' for March.

The award recognises WEALTH at work as being one of the UK’s fastest growing financial wellbeing, retirement and workplace savings specialists.

The company delivers valuable support to hundreds of organisations and thousands of employees across the UK. WEALTH at work, headquartered in Liverpool, also recently celebrated its 20th anniversary.

David Cassidy, CEO at WEALTH at work says:

“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.

“We want to help people understand the complexities around finances, particularly around pensions and building financial independence for the future – and help those people who’ve accumulated some capital to make sure they invest it wisely.”

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