About Us
At EFW Private, we’re rethinking financial advice
We’re not here to sell you products or overwhelm you with jargon. We’re here to provide expert, unbiased guidance that’s grounded in your real life — your goals, your challenges, and your future.
EFW Private was built as the natural extension of the impact made through our work with Employee Financial Wellness. After empowering thousands of employees across Ireland through education, we saw a gap: people wanted ongoing, personal advice — someone they could trust to follow through and help them make confident financial decisions at every life stage.
That’s where we come in.
Why We’re Different?
What sets us apart isn’t just our qualifications — it’s our approach.
We’re financial advisors, yes — but we’re also translators, planners, and long-term partners. We make financial advice feel simple and human. We explain things in plain language and focus on what really matters to you.
Every plan we create is built around your unique situation — whether you’re buying your first home, planning for your children’s education, building wealth, or preparing for retirement. And we don’t just hand over a plan and disappear. We check in. We adjust. We stay with you through life’s changes: career moves, new family needs, or changes in health or priorities.
What You Can Expect?
Clarity: No jargon. Just straightforward advice you can act on.
Trust: Client-first recommendations, always.
Support: We're with you for the long haul, not a one-time consultation.
Confidence: A roadmap that helps you take control and move forward, not feel stuck or unsure.
Want to take control of your financial future? Book a consultation or simply call, we’d love to have a chat.
Ready for more personal support?
You don’t need to do it alone.
Book a 30-minute call with one of our advisors and let’s talk about what matters to you — and how we can help.
Why It Matters ?
Financial confidence doesn’t come from knowing everything — it comes from having someone to ask and knowing where to start.
We’re here to help you do both.