Managing Your Wealth

Walfrid Private uses a Goal based Financial Planning Process (REAP™) to help Company Directors manage their Wealth in the most efficient, 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.

In managing your wealth we aim to:

Decrease Tax Decrease Cost INCREASE PERFORMANCE