Fintech veteran launches advice firm

A Yorkshire financial adviser with a background in fintech has launched a new wealth management firm designed to blend digital tools with personalised financial advice.

Life Plan Partners, founded by Harrogate-based chartered financial planner Will Lenehan, aims to support professionals, business owners and individuals across the region by combining technology-enabled planning with relationship-led guidance.

Will previously built his career in the fintech sector, joining digital advice platform Open Money at an early stage and helping grow the business from a small start-up into a company with around 100 employees and £200 million in assets under management. 

He later led the launch of an FCA-authorised digital investment firm backed by the founder of WeBuyAnyCar and ITV.

The new venture uses digital onboarding, financial planning software and transparent reporting tools while maintaining a dedicated adviser for each client.

Will said: “My experiences have highlighted a structural weakness in the market. 

“Technology can dramatically improve transparency and efficiency in financial services, but when people are making significant decisions about pensions, investments, retirement or selling a business, they still want an individual involved who they trust. 

“At the other end of the spectrum, traditional advice can feel slow and opaque. 

“Our model sits between those two worlds.

“I have already seen multiple examples of clients paying ongoing fees without receiving advice, sitting in underperforming default pension funds or facing significant exit penalties. 

“Many people simply don’t know what they’re paying or whether their investments are appropriate. 

“Financial advice shouldn’t be intimidating or full of jargon. 

“It should provide clarity and confidence.”

Life Plan Partners is targeting average household investments of around £300,000 and expects to reach £15 million in assets under management within its first year as it establishes its presence across Yorkshire.

Will added: “I believe this presents an opportunity for smaller, independent firms focused on trust and long-term relationships. 

“Our priority is measured growth. 

“This business isn’t about rapid scale; it’s about building lasting relationships with clients and addressing the growing disconnect between traditional wealth management and what modern clients really need.”

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