CSNA is delighted to announce a new affinity partnership with Walfrid Private, providing members with exclusive access to wealth management expertise, financial planning resources, and educational events tailored specifically for business owners.
Retailers face unique challenges. Years are spent building businesses, managing staff, suppliers, margins, cashflow, regulation, and rising costs. While many business owners successfully grow valuable businesses, personal wealth planning is often delayed or overlooked.
Through this partnership, Walfrid Private will help CSNA members take a more structured approach to building, protecting, and preserving wealth beyond the business itself.
Exclusive Benefits for CSNA Members
As part of this partnership, CSNA members will receive:
• A 25% reduction in fees
• Monthly digital educational events covering key wealth management and financial planning topics
• Educational in person events held across the country every three months
• A complimentary Breakthru Plan provided at Walfrid Private’s expense, normally valued at €2,000 plus VAT
The Breakthru Plan is designed to help business owners understand where they are today, where they want to be financially, and what steps are required to get there. It focuses on helping members improve financial security, build wealth tax efficiently, strengthen retirement planning, and create a framework for protecting family wealth.
Turning Business Success Into Personal Wealth
Commenting on the partnership, Richard Collins, CEO of Walfrid Private, said:
“Many business owners work incredibly hard to build successful businesses, yet too often their wealth remains exposed to business risk or lacks a clear long term plan. Through our partnership with CSNA, we want to help members build greater financial certainty, protect what they have created, and develop a roadmap towards long term financial independence.”
Turning Business Success Into Personal Wealth
Download The Retailers Wealth Blueprint for CSNA Members
To support members further, Walfrid Private has created The Retailers Wealth Blueprint for CSNA Members, a complimentary guide designed specifically for retail business owners.
The guide explores some of the most common challenges facing entrepreneurs and provides practical insights on how to build wealth outside the business while protecting what has already been achieved.
Inside the Blueprint, members will discover:
• How to reduce wealth leakage
• Smarter pension and wealth extraction strategies
• Ways to protect family wealth
• The 4 Dimensional Wealth Framework
• Succession planning considerations for business owners
• Practical steps towards financial independence
• Common mistakes that can leave wealth trapped inside trading risk
The central message is simple: the goal is not just to build a successful business. The goal is to create lasting personal wealth, financial freedom, and security for your family.
We encourage all members to take advantage of this exclusive partnership and the benefits now available through Walfrid Private.
Download Your Complimentary Copy – Members can download The Retailers Wealth Blueprint HERE
REPRESENTING OVER 1,500 RETAILERS NATIONWIDE
