Walfrid Private

Walfrid Private

Financial-Services

Company Tagline

Innovation is in our DNA, Walfrid Private is the future of Investment

Industry Category
Financial-Services
Company Description

Walfrid Private is a leading financial services firm committed to providing comprehensive wealth management solutions. Located at Unit 1 Parkway House, Western Parkway Business Park, Ballymount, Dublin, D12 R5FC, IE, Walfrid Private specializes in wealth protection, development, and retention, ensuring clients achieve their financial goals through simple, client-focused, and transparent advice.

With a team of qualified advisors, Walfrid Private encourages a centralized wealth management process, offering a clear understanding of clients' current financial standing, desired future, and the means to achieve their expectations. Walfrid Private prides itself on integrity and knowledge, leveraging years of experience to provide world-class, long-term investment management without hidden fees or large commissions. The firm constructs, develops, and manages personalized, globally diversified investment portfolios across all asset classes.

Walfrid Private employs a Goal-based Financial Planning Process (REAP™) to assist company directors in managing their wealth efficiently and transparently. Through wealth management updates and technology, clients remain informed about market movements and costs, ensuring their plans adapt to changing circumstances to reduce tax and costs. We invite the management team at Walfrid Private to create a customized and exclusive company showcase and product listing on our platform, to enrich the quality of the information displayed.

Key Personnel / Employees
Colin Ryan Simon Spendlove Jack Mc Cormack James McDermott QFA RPA

Compare Companies Side by Side

Compare Walfrid Private with 3 companies in Financial-Services

4 Companies
Comparison Field
Walfrid Private
Walfrid Private
Main Company
TA
Compass Financial Solutions
Compass Financial So...
View Profile
GGM Financial, LLC
GGM Financial, LLC
View Profile
Founded Year
2022 1983 2002
Company Size
2-10 2-10 2-10
City
Singapore, Singapore Doylestown, PA Columbus, Ohio
Country
Singapore United States
Skills & Keywords Comparing with main company
19 Total Skills
Wealth Management Financial Planning Investment Management Wealth Protection Retirement Planning Tax Planning Financial Services Managing your Wealth Retention Extraction Protection Non Retirement Accounts Taxation Retirement Accounts Accumulation Corporate Accounts Risk Management Business planning Estate planning
5 Total 5 Unique
Unique Skills:
AI Audit Fund raising M&A Valuation
9 Total 1 Common 8 Unique
Match 5%
Common Skills:
Financial Planning
Unique Skills:
Business Planning Estate Planning Fiduciary Management Insurance Planning Investment Expertise Investment Strategies +2
3 Total 2 Common 1 Unique
Match 11%
Common Skills:
Financial Planning Wealth Management
Unique Skills:
Estate Planning
4
Total Companies
1983
Oldest Founded
2
Countries
32
Unique Skills

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Alternative Company Names

This company is also known as

Walfrid Private 沃尔弗里德私人有限公司 वाल्फ्रिड प्राइवेट والفريد خاص Уолфрид Прайвет