WHO WE ARE

Our certified financial advisors work transparently with you to maximise
your investments and protect your wealth.

WHO WE ARE

Our certified financial advisors work transparently with you to maximise
your investments and protect your wealth.

Walfrid Private simplifies complicated investment and financial planning with innovative wealth management services to guide clients to world-class financial solutions. No hidden fees or commissions. Our certified financial advisors work transparently with you to maximise your investments and protect your wealth. 

We work with you to build, develop and maintain your personalised globally diversified investment portfolios. From financial advice and planning to wealth retention, pension and early retirement planning, Walfrid Private is a leading wealth management firm that brings your investments to fruition.

 

WHY WALFRID PRIVATE?

Walfrid Private simplifies complicated investment and financial planning with innovative wealth management services to guide clients to world-class financial solutions. No hidden fees or commissions. Our certified financial advisors work transparently with you to maximise your investments and protect your wealth. 

We work with you to build, develop and maintain your personalised globally diversified investment portfolios. From financial advice and planning to wealth retention, pension and early retirement planning, Walfrid Private is a leading wealth management firm that brings your investments to fruition.

 

Designed for You!

We reverse engineer your goals to develop a holistic plan that considers your unique circumstances.

Efficient Fee Structure

Investing should be cost efficient. We provide investment management in a straight line cost structure, leaving more in the fund to invest.

Tax Management

We manage investments with tax in mind. Minimising your tax is key to maximising wealth. When possible we use gross roll up & reduced exit tax rates.

SINCE 2012

Established

2000

Employees

1

Clients

500

Years Experience

200

Strategic Committee

Meet the experts in wealth management

Edward has been a Director at Walfrid Private since inception. Edward has had a vast career with 15 years business ownership / leadership experience. Edward’s educational background has been prominent in helping Walfrid Private’s growth pattern. Edward is Director of Operations.

Edward Collins

Director

Edward has been a Director at Walfrid Private since inception. Edward has had a vast career with 15 years business ownership / leadership experience. Edward’s educational background has been prominent in helping Walfrid Private’s growth pattern. Edward is Director of Operations.

Richard is founder and MD of Walfrid Private. He has a 10X mindset that has enabled Walfrid Private, an Irish Company to have global reach. He assists Entrepreneurs and Business Owners to solve their key challenges at the crossroads of business, wealth development, wealth management, wealth extraction, family and personal life. Richard has numerous financial qualifications and subscribes to the healthy mindset, healthy lifestyle approach when it comes to business and personal life.

Richard Collins

CEO

Richard is founder and MD of Walfrid Private. He has a 10X mindset that has enabled Walfrid Private, an Irish Company to have global reach. He assists Entrepreneurs and Business Owners to solve their key challenges at the crossroads of business, wealth development, wealth management, wealth extraction, family and personal life. Richard has numerous financial qualifications and subscribes to the healthy mindset, healthy lifestyle approach when it comes to business and personal life.

Becky is Financial Planning Team Manager at Walfrid Private and has been with the company for a number of years working her way through the ranks to become an invaluable member of the management staff. Becky’s focus and attention to detail mean that our clients can be assured that the most cost effective and tax efficient solutions are always met for each individuals bespoke situation and circumstances.

Rebecca Callaghan

Financial Planning Manager

Becky is Financial Planning Team Manager at Walfrid Private and has been with the company for a number of years working her way through the ranks to become an invaluable member of the management staff. Becky’s focus and attention to detail mean that our clients can be assured that the most cost effective and tax efficient solutions are always met for each individuals bespoke situation and circumstances.

Richard is founder and MD of Walfrid Private. He has a 10X mindset that has enabled Walfrid Private, an Irish Company to have global reach. He assists Entrepreneurs and Business Owners to solve their key challenges at the crossroads of business, wealth development, wealth management, wealth extraction, family and personal life. Richard has numerous financial qualifications and subscribes to the healthy mindset, healthy lifestyle approach when it comes to business and personal life.

Richard Collins

CEO

Richard is founder and MD of Walfrid Private. He has a 10X mindset that has enabled Walfrid Private, an Irish Company to have global reach. He assists Entrepreneurs and Business Owners to solve their key challenges at the crossroads of business, wealth development, wealth management, wealth extraction, family and personal life. Richard has numerous financial qualifications and subscribes to the healthy mindset, healthy lifestyle approach when it comes to business and personal life.

Edward has been a Director at Walfrid Private since inception. Edward has had a vast career with 15 years business ownership / leadership experience. Edward’s educational background has been prominent in helping Walfrid Private’s growth pattern. Edward is Director of Operations.

Edward Collins

Director

Edward has been a Director at Walfrid Private since inception. Edward has had a vast career with 15 years business ownership / leadership experience. Edward’s educational background has been prominent in helping Walfrid Private’s growth pattern. Edward is Director of Operations.

Becky is Financial Planning Team Manager at Walfrid Private and has been with the company for a number of years working her way through the ranks to become an invaluable member of the management staff. Becky’s focus and attention to detail mean that our clients can be assured that the most cost effective and tax efficient solutions are always met for each individuals bespoke situation and circumstances.

Rebecca Callaghan

Financial Planning Manager

Becky is Financial Planning Team Manager at Walfrid Private and has been with the company for a number of years working her way through the ranks to become an invaluable member of the management staff. Becky’s focus and attention to detail mean that our clients can be assured that the most cost effective and tax efficient solutions are always met for each individuals bespoke situation and circumstances.

Executive Committee

Having attained his BA in Marketing, he comes with a wealth of experience in business development, marketing and sales and has worked in numerous industries from retail, telecommunications to financial services, primarily in B2B roles. Stephen will be the first point of contact with many clients as he will be in touch with you to discuss how Walfrid Private can add value to your financial affairs. Stephen will discuss with you how developing a relationship with one of Walfrid Private`s brands can best serve both you and your business, into the future too.

Stephen Holmes

Business Development Manager

Having attained his BA in Marketing, he comes with a wealth of experience in business development, marketing and sales and has worked in numerous industries from retail, telecommunications to financial services, primarily in B2B roles. Stephen will be the first point of contact with many clients as he will be in touch with you to discuss how Walfrid Private can add value to your financial affairs. Stephen will discuss with you how developing a relationship with one of Walfrid Private`s brands can best serve both you and your business, into the future too.

Claire is a hugely experienced financial planner that has been with Walfrid Private since 2013. Claire has held numerous high-ranking roles within the company ranging from Head of Paraplanning, Operations Manager, Manager of Advisory Services and is now head of our in-house Zero Tax Property division. Claire is a key cog in day-to-day operations and can always be relied upon to provide her depth of knowledge to our clients.

Claire Brennan

Zero Tax Property

Claire is a hugely experienced financial planner that has been with Walfrid Private since 2013. Claire has held numerous high-ranking roles within the company ranging from Head of Paraplanning, Operations Manager, Manager of Advisory Services and is now head of our in-house Zero Tax Property division. Claire is a key cog in day-to-day operations and can always be relied upon to provide her depth of knowledge to our clients.

Paul joined Walfrid Private in 2021 and quickly progressed to the Executive Committee after showcasing his desire, knowledge and skills. He manages two teams of 6 paraplanners to ensure the highest levels of customer service and experience. Paul is resourceful, enthusiastic and motivated with over 20 years’ experience working in busy deadline driven office environments. He has excellent interpersonal skills and is able to work independently or integrate into a team seamlessly. Paul's skillset incorporates organising, planning and coordinating his team with a keen eye for detail.

Paul Moran

Executive Team Lead

Paul joined Walfrid Private in 2021 and quickly progressed to the Executive Committee after showcasing his desire, knowledge and skills. He manages two teams of 6 paraplanners to ensure the highest levels of customer service and experience. Paul is resourceful, enthusiastic and motivated with over 20 years’ experience working in busy deadline driven office environments. He has excellent interpersonal skills and is able to work independently or integrate into a team seamlessly. Paul's skillset incorporates organising, planning and coordinating his team with a keen eye for detail.

Val is one of the longest serving members of the Walfrid Private team, with over 40 years’ experience in the Life & Pensions industry. His previous experience includes Managerial roles in Irish Life plc. He has experience in Business Development and Customer Services. Val has worked in several Brokerage Firms and is a Qualified Financial Advisor. Currently, Val is the Head of Compliance for Walfrid Private and ensures Walfrid Private are leaders in meeting all regulatory requirements.

Val Russell

Compliance Officer

Val is one of the longest serving members of the Walfrid Private team, with over 40 years’ experience in the Life & Pensions industry. His previous experience includes Managerial roles in Irish Life plc. He has experience in Business Development and Customer Services. Val has worked in several Brokerage Firms and is a Qualified Financial Advisor. Currently, Val is the Head of Compliance for Walfrid Private and ensures Walfrid Private are leaders in meeting all regulatory requirements.

Wayne is Head of Client Advisory for Walfrid Private with 22 years of in various wealth management and financial services. Wayne joined Walfrid Private in 2020 as a financial paraplanner but quickly impressed with his hunger and desire to offer his advisory skills in a client facing environment. Wayne progressed to Head of Client Advisory. Wayne has been an invaluable asset to the company and has onboarded numerous clients in various sectors due to his specialist knowledge in Pensions, Retirement Planning and Succession Strategies.

Wayne Dunne

Head Of Advisory

Wayne is Head of Client Advisory for Walfrid Private with 22 years of in various wealth management and financial services. Wayne joined Walfrid Private in 2020 as a financial paraplanner but quickly impressed with his hunger and desire to offer his advisory skills in a client facing environment. Wayne progressed to Head of Client Advisory. Wayne has been an invaluable asset to the company and has onboarded numerous clients in various sectors due to his specialist knowledge in Pensions, Retirement Planning and Succession Strategies.

Shannon joined Walfrid Private as a financial planner in 2021. She has progressed quickly to become Portfolio Manager. Shannon’s financial administration background and attention to detail have been invaluable for customer experience. Shannon ensures customers are constantly kept abreast of financial updates and is a key component of our client services team. Shannon ensures the highest level of service and knowledge is available to our clients at all times and her positive attitude means she can assist our customers with any and all of their queries.

Shannon Leonard

Existing Client Relations

Shannon joined Walfrid Private as a financial planner in 2021. She has progressed quickly to become Portfolio Manager. Shannon’s financial administration background and attention to detail have been invaluable for customer experience. Shannon ensures customers are constantly kept abreast of financial updates and is a key component of our client services team. Shannon ensures the highest level of service and knowledge is available to our clients at all times and her positive attitude means she can assist our customers with any and all of their queries.

Areas of Expertise

Walfrid Private are highly skilled in various sectors and industries. We are specialists in many industries and offer guidance, advice and knowledge in terms of financial planning and wealth development. Due to the vast array of sectors that we cover, Walfrid Private have created
sub-brands to allow our industry experts specialise in each area accordingly.

As such, numerous in-house brands have been created and can cater to each category appropriately. In addition to that, we have become key partners and wealth management providers to a number of the main associations in these industries and we have written and published numerous books to assist the members of these associations in terms of their financial situations. Our in-house brands include;

 

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