Walfrid Private is the brain child of founder Richard Collins who has worked in the Financial Services, Accounting and Wealth Management industries since 1998.
His Accountancy background highlighted the value of Fee for Service Pension and Investment Advice.
Tony Gordon - Strategist, former President of the Life Insurance Association (LIA) comes on as a Strategic Consultant.
Retail Distribution Review (RDR) comes into the UK - banning commissions on Pension and Investment Advice.
Walfrid Private moves towards Fee for Service Advice under the direction of Tony Gordon.
Fee for Service advice launched for pension and investment advice:
- The interests of the client and advisor are correlated.
- Conflicts of interest are removed.
- All charges are transparent and communicated in advance.
Walfrid Private mitigate taxation on Corporate Investment to reduce Tax bills and maximise Investment Returns for our Investors.
The Walfrid One Platform consolidates all your Investments, regardless of the provider, to give you a clear and direct view of your Investments.
It is built for transparency to help you keep track of your Investment Portfolio and put you in control of costs.
External Investment firms are brought in to discuss construction of bespoke Investment Portfolios.
Financially healthy employees are more productive, engaged employees. Walfrid One is now offered as an employee benefit to all of the companies who invest with us.
We are grateful to our Clients, not only for your continuous input, feedback and insights but more importantly for your trust. In fact, our rapid growth could not have been possible without your referrals, introductions and seminar attendances.
We remain dedicated to your faith with a continuously evolving investment proposition. From all the Team at Walfrid Private...