Financial advisor takes remaining floor at 5 Temple Square

Wealth at Work has expanded its Liverpool headquarters by acquiring the ground floor of 5 Temple Square, comprising 4,700 sq ft, taking its total occupation in the building to 16,500 sq ft.

The company provides financial education in the workplace particularly on retirement and redundancy. The firm was established in 2005 and has grown rapidly.

The 40,700 sq ft, seven-storey office building was developed by Villagate in 2004 and was acquired by Ventnor in 2015.  The building is now fully let.

David Cassidy, chief executive of Wealth at Work, said: “We are very happy at 5 Temple Square as it offers good quality, flexible accommodation and, crucially, is within a very central location which is important to retaining and attracting staff. We considered other options but did not think any other building suited our needs quite as well.”

Mark Worthington of agent Worthington Owen advised Ventnor. He said: “It is great to see an indigenous Liverpool business providing services on a national basis to corporate clients such as BT, Schroders and Marks & Spencer. Wealth at Work demonstrates that Liverpool can provide the commercial foundations for companies to thrive on a national stage.”

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