The Walfrid One Platform is an innovative solution for arranging and managing a wide range of financial products and services on our Clients’ behalf. Instead of having your investments held across an array of different institutions, varying structures can now be held in one place through the platform.
Inside the platform is a huge amount of functionality which supports your Walfrid Private consultant in assessing your attitude to risk and your goals, constructing a portfolio to suit your needs and putting in place the most tax-efficient solution for you. Then, once you’ve got everything all in one place, you can view it online as often as you like.
So what does this mean?
All your savings, pensions and investments are online.
Access to information 24 hours a day, 7 days a week.
An end to all that paperwork.
Most importantly – visibility, control and cost transparency.
‘Our Mission is to revolutionise the way Wealth Management is delivered to our private clients’