WHO WE ARE

Our Financial Advisors and Wealth Managers work transparently and with you
to maximise your investments and protect your accumulated wealth

WHO WE ARE

Our Financial Advisors and Wealth Managers work transparently and with you to maximise your investments and protect your accumulated wealth

Walfrid Private are a Wealth Management firm based in Ballymount, Dublin 12. We operate nationwide. Walfrid Private help Company Directors, Self Employed Business Owners and  Entrepreneurs to reduce costs, reduce taxes and improve business and personal financial performance.

Founded in 2009 by Richard Collins, Walfrid Private became a Limited Company in 2012. The global financial crisis of 2008 highlighted the need for centralised Wealth Management systems to Walfrid Private and we recognised the efficiencies available by engaging with clients to help them achieve their financial goals.

International Wealth Management firms bring their clients on a financial journey. Walfrid Private decided to bring these processes to Ireland to provide Irish clients with this system of managing wealth. Clients are informed of the processes involved in protecting, developing, extracting and retaining wealth. Hence the birth of Walfrid Private.

Since its inception, Walfrid Private has grown exponentially year on year in terms of both client base and staff numbers. Walfrid Private are proud to be able to represent clients across numerous different sectors including but not limited to Medical Pharmaceutical, Dental, Retail, Engineering, Legal and Veterinary fields. The skilled workforce is currently 30-strong and is constantly expanding.

Walfrid Private are a strategic partner of some of the leading Associations throughout Ireland. We have published sector-specific literature for all of these divisions and have also hosted numerous webinars and podcasts to assist business owners across these fields with their financial planning requirements. We plan to expand this value added offering this year. By engaging with Walfrid Private, you can be assured that your financial position is secure as we protect the things that matter most to you;

  • Your Health
  • Your Wealth
  • Your Income
  • And most importantly, your Family

Mission Statement
To be a world class Wealth Management company renowned for excellence in;

  • Client Service
  • Wealth Protection
  • Accumulation
  • Retention
  • Corporate exit strategies for company directors in Ireland

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.

Fee-Based Advice

We offer a fee-for-service based advice system. Fee based advice takes away any hidden charges from the service we provide.  Read More

Transparency ensures our interests are aligned to our clients. Fees agreed at the onset remove the hidden bias of commission based advice. Ireland currently operates commission-based advice. You pay your accountant,  tax advisor and solicitor by fee, so why not your wealth manager?

Holistic Views

Walfrid Private offer a holistic journey to wealth development. Read More

The emphasis is put on engaging in a centralized wealth management system that will help to protect, accumulate, extract and retain wealth throughout careers. 

Innovation

Innovation is at the heart of everything Walfrid Private does. Read More

Cutting edge technology is used in all aspects of the business from presentations right through to cash flow analysis and financial modelling portfolios and cashflows.  Walfrid Private also innovates by offering wealth seminars and by sponsoring The Wealth Summit.

F.I.R.E.

We help you achieve financial independence by planning your lifestyle, investments, taxes, and cashflows with our Future Map Wealth Strategy. Read More

We reverse engineer capital, tax and cashflows to help our clients know; “Their Number” - the age at which they can afford to retire and live the life they’ve always dreamed of without worry. “How Much Is Enough” – The amount of money needed in order to live the life you’ve always wanted. 

Sophisticated yet Simple

All too often, Irish people and business owners, in particular, are victims of industry jargon when it comes to their financial planning. Read More

Our aim is to simplify the planning and implementation process, so you can focus on your day-to-day job. It's just like traveling on a plane - you don't care how it's re-fuelled, takes off or lands; you just want to reach your destination safely and on time. Future Map works in the same way.

Our Experience

Our team come from an array of financial backgrounds. Wealth management is about holistic and strategic planning. Read More

Areas such as accountancy, taxation, corporate finance and asset management which allows for them to offer more long-term and targeted advice. Wealth management is not about selling life policies and regular premium plans.

Exit Strategies

Due to the varied backgrounds from various financial sectors, Walfrid Private can offer guidance on the most cost effective and tax efficient exit strategies for business owners. Read More

We don’t just focus on retirement accounts as pensions are not the only potential source of long-term income.  We offer insights and analysis on other strategic options which could result in more wealth being developed and financial independence being expedited.

Centralised Wealth Management System

Walfrid Private encourage all business owners to engage in centralized wealth management systems in order to reduce costs, reduce. Read More

taxes and improve both business and personal financial performance.  By engaging in these systems, clients are informed of the processes involved in protecting, accumulating, extracting and retaining wealth.  

Specialties

Due to our multi-functional financial backgrounds, Walfrid Private have a number of specialities under our services. Read More

These specialities include; Economies of Scale / Life and pension schemes / Wealth Accumulation, Extraction & Retention / Legacy Control / Intergenerational Wealth Transfer / Industry Specific Advice / Fee-for-Service Advice / Retirement & Entrepreneur Relief / Zero Tax Property

SINCE 2012

Established

2000

Employees

1

Clients

1500 +

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;

 

For a confidential consultation call us Today!

    "Richard has helped me with Optimising my Pension, Centralised Investment Processes, Developing a Wealth Management Platform and looking at future Legacy Control. I have found it all very useful and I would be happy to recommend Richard to any future clients."
    Roy HoganBusiness owner
    Roy Hogan
    "Richard has re-enlightened me about future planning, future proofing my investment in my business and future proofing how I’m going to fund my Retirement…." Walfrid Private helped me think about what I needed as opposed to what someone coming in the door was trying to sell to me
    Paul FaheyBusiness Owner - Exit Strategy planned and completed
    Paul Fahey
    "Richard has been very good in future proofing my business, giving Investment & Estate Planning advice and for further down the road; exit strategies for retirement."
    Don McLaughlinPharmacist
    Don McLaughlin
    "I have worked with Walfrid Private for the last 10 years. I have found them to be very knowledgeable and experienced in handling all of my pension needs."
    Donal O'CiobhanSuperValu Owner
    Donal O'Ciobhan
    "In the past, I’ve had bad experiences with these sorts of things but with Walfrid Private it's a totally different ball game. They are really hands-on and I could not be more pleased. So, I highly recommend, if you're interested in managing your money, protecting your money, investing your money and having amazing pensions. Go with Walfrid Private."
    Owen FitzpatrickPsychologist, International Best Selling Author and Speaker
    Owen Fitzpatrick
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