Edward Collins has been a Director at Walfrid Private since inception. Edward has had a vast career with 15 years business ownership / managerial experience.
Our team of Qualified Financial Planners complement one another in experience to help you with all your Financial Planning and Investment needs. Whether you are planning for your Family's future, Retirement or are already a Retiree, we have the knowledge and experience that can help you address your financial objectives.
Richard Collins has worked in the Financial Services, Accounting and Wealth Management industries since 1998. He has worked on asset acquistion across the Globe from Europe, the Middle East and America.
At Walfrid Private we firmly believe that what we offer our clients is a revolutionary way to manage money. From the technology we use to our investment philosophy, empowering Clients to reach their goals is paramount. We know that technology holds the key to delivering modern Wealth Management plans to our Private Clients. We are Leaders, not followers, we believe that modern times call for a modern approach. By harnessing the power of technology we can provide simple, effective and transparent solutions that are built for the future.
Claire has worked in the Financial Services Sector for the past 22 years, providing resolutions to client inquiries. She has a strong technical knowledge of structures in the industry and as such will compile statistical analysis or other specific reporting when required. Claire is a Qualified Financial Advisor.
As part of the Financial Planning stage Claire manages Client Portfolios providing Clients with a comprehensive Wealth Management Plan. Claire also ensures that Client funds are invested according to their comfort threshold for risk.
Ruth has 10 years Business ownership and managerial experience.
Ruth manages the day to day work flow in the company.
Val has 30 years’ experience in Life & Pensions industry. His previous experience includes Managerial roles in Irish Life plc. He has experience in Business Development and Customer Services. Val has also worked in several Brokerage Firms and is a Qualified Financial Advisor.
Walfrid Private is a progressive and innovative Financial Services company who operate in a compliant and customer friendly manner
Ursula has 20 years experience in the Industry. Previously, she was Senior Pensions Administrator with Irish Life. Ursula was carefully selected to join the Walfrid Team due to her vast industry experience and knowledge. Currently Ursula is working towards the QFA.
I came to Walfrid Private following a short career break to raise my family. I was attracted by their innovation, passion and commitment to Client Services.
I have worked in the Financial Services Sector for the past 17 years. I have a strong Technical knowledge of structures in the industry and as such will ensure that all applications are processed in a confidential & efficient manner. I am a Qualified Financial & Retirement Planning Advisor and am an Associate of the Irish Institute of Pension Managers.
Walfrid Private is Fee For Service. This ensures Clients best interests are represented.
Stephen is the Business Development Officer (BDO) & Marketing Executive for Walfrid Private. Stephen joined Walfrid in September 2016. 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. As BDO in Walfrid Private, it is likely that 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, not just now but in the future too.
Working in Walfrid Private has been amazing so far - the whole team are highly skilled and are truly conscientious over all our clients needs. It is great to be part of an organisation that is an industry leader in its field” said Stephen recently.
With over 13 years’ experience in the Financial Services and Banking industry, Ian has a strong credit skillset with an emphasis on superior customer service. Ian holds a Bachelor Degree in Finance & Accounting and is a Qualified Financial Advisor (QFA). Having most recently worked as a Relationship Manager in Private Banking, Ian managed a portfolio of High Net Worth clients where he was their primary point of contact. He identified the best way to achieve his client’s financial goals by offering tailored and flexible solutions, specialising in bespoke mortgage, personal lending & international banking requirements.
I chose to join Walfrid Private as our philosophies are closely aligned. I thoroughly enjoy helping clients to reach their financial goals in the most simple, effective and transparent way. Through building trust and personal relationships, we can work together to utilise our state of the art technology to implement a robust wealth management plan.
Greg is a Fully Qualified Financial and Retirement Planning Advisor that has been working in the Financial Services Industry for 10 years. In his career, Greg has specialised in Protection and Investments. His strong knowledge of the products and processes in the industry and use that experience to ensure that all client queries are dealt with in a professional and efficient manner.
What drew me to Walfrid Private was their commitment and enthusiasm to provide top quality financial solutions and advice to all their clients. The team at Walfrid are all highly experienced professionals and it is great to be a part of such an experienced team in a company that supports their staff whenever and however they can.
Becky has been working in the Financial Services for the last two years, specialising in Protection. She joined Walfrid Private early in 2016. Becky’s main focus is to ensure all applications are processed in a confidential and efficient manner and guide applicants through the underwriting process. Becky is currently in the process of working towards her QFA Qualification.
What attracted me to Walfrid Private was the team of experienced financial personnel and technical staff to advise our high net worth clients