Walfrid Private specialises in Wealth;
-Protection
-Development
-Retention

Our success is based on advice that is;
Simple, Client focused, Transparent, Holistic

Advice is provided by Qualified Advisors on a FEE FOR SERVICE BASIS. Our relationship is with YOU and NOT YOUR MONEY. At Walfrid Private we encourage you to engage in a centralised Wealth Management process. This  will provide you with a comprehensive understanding of where you are now, where you want to be and how we will facilitate you in reaching your expectations.

Integrity and Knowledge are the cornerstones of our Financial Planning Team’s 128 years’ experience.

Walfrid Private makes it easy for clients to access world class, long term investment management without hidden fees or large commissions. We construct, develop and manage your personalised, globally diversified investment
portfolios across all asset classes.

Walfrid Private uses a Goal based Financial Planning Process (REAP™) to help Company directors manage their wealth in the most proficient, transparent way.

Wealth Management updates will ensure any changes in your circumstances are reflected in the plan to REDUCE TAX AND COSTS We use technology throughout our process to keep you informed and aware of the market movements and costs.

Walfrid Private

This department focuses on managing client relationships and providing support to ensure customer satisfaction.

Client Services

This department provides assistance and resources to brokers to ensure efficient operations and client service.

Broker Support

This department manages and administers pension plans and related financial services.

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Other teams

Broker Support

Pension Services