Walsh Group
Walsh Group is a privately held, Cork-based Irish financial advisory and mortgage brokerage firm founded in 1999, regulated by the Central Bank of Ireland, and serving individuals, families, and SMEs across Ireland with pensions, savings, investments, life assurance, business protection, and mortgage broker services via an independent whole-of-market panel of 12+ providers.
- Company typePrivate
- Founded1999
- HeadquartersCork, Ireland
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Walsh Group does
Walsh Group is a privately held Irish financial advisory and property services group headquartered in Cork Docklands, operating under the legal entity R.J. Walsh Consulting Limited. Founded in 1999 by Ricky Walsh (formerly Assistant General Manager at Standard Life), the group has four integrated divisions: Walsh Consulting (financial advisory), Walsh Development (property development), Walsh Private (private equity investments), and Walsh Property (property transaction and asset management). Walsh Consulting, the core revenue-generating entity, is regulated by the Central Bank of Ireland and provides pensions, savings and investments, retirement planning, life assurance, income protection, business protection, inheritance planning, redundancy planning, and a full mortgage brokerage service.
Walsh Consulting operates as an independent, whole-of-market intermediary with access to a panel of 12+ Irish financial providers and mortgage lenders, including Bank of Ireland, AIB, PTSB, Irish Life, New Ireland, Aviva, Royal London, Zurich, Standard Life, Finance Ireland, Haven Mortgages, and ICS Mortgages. Because the firm is not tied to any single provider, it positions itself as able to recommend products from across the Irish market. Service lines span first-time buyer mortgages, moving house, switcher, buy-to-let, self-build, Help to Buy / First Home Scheme advisory, mortgage protection, and equity release via Spry Finance Lifetime Loans.
The business model is fee- and commission-based professional services, with revenue generated through commissions on financial products arranged and mortgage broker fees from lending institutions. The go-to-market is sales-led and relationship-driven: face-to-face consultations at the Cork office, phone advisory (021 425 5822), email enquiries, supplemented by organic digital marketing across LinkedIn, Facebook, Instagram, YouTube, and a content blog. The firm serves individuals and families (primary segment) and small-to-medium businesses (secondary segment) across Ireland, with approximately 11-50 employees and no disclosed revenue. Ownership is concentrated with the Walsh family, with founder succession underway via Richard Walsh (re-joined 2019).
Walsh Group firmographics
Firmographics- Name
- Walsh Group
- Legal name
- R.J. Walsh Consulting Limited
- Website
- https://walshgroup.ie
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Walsh Group is a privately held, Cork-based Irish financial advisory and mortgage brokerage firm founded in 1999, regulated by the Central Bank of Ireland, and serving individuals, families, and SMEs across Ireland with pensions, savings, investments, life assurance, business protection, and mortgage broker services via an independent whole-of-market panel of 12+ providers.
- Ownership category
- akta.pro rank
Walsh Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Mortgage Bankers & Loan Correspondents (6162)
- akta.pro primary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
- akta.pro secondary industries
- Affluent / Mass-Affluent Private Banking (FSABADAC), Family Office Services (Single & Multi-Family Office) (FSABADAF)
Keywords
Where Walsh Group is headquartered
LocationHeadquarters
- HQ city
- Cork
- HQ country
- Ireland
- HQ region
- Europe
Offices1 record
Markets served
Walsh Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Financial Advisory Services: Walsh Group provides financial advisory services including pensions, savings, investments, income protection, and family/business protection. Revenue is generated through fees and/or commissions on financial products arranged for clients.
- Mortgage Broker Services: The company acts as a mortgage broker, helping clients obtain mortgages from their panel of lenders. Revenue is generated through arrangement fees or commissions paid by lending institutions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Financial Planning Services |
| Other | Pay-as-you-go | Mortgage Advisory Services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Walsh Group product offering
Product offeringCore offering
Walsh Group is an independent financial advisory and mortgage brokerage firm, operating through four divisions: Walsh Consulting (regulated financial advice on savings, investments, retirement, life assurance, business and family protection), Walsh Development (property development), Walsh Private (private equity), and Walsh Property (property services). The customer-facing core is face-to-face and phone-based financial planning supported by an independent mortgage brokerage offering access to multiple lenders and government schemes.
Product overview
Walsh Group is a collection of four companies providing financial and property services in Cork, Ireland: Walsh Consulting (financial advisory), Walsh Development (property development), Walsh Private (private equity), and Walsh Property (property services). Walsh Consulting offers comprehensive financial planning including savings, investments, retirement planning, life assurance, business protection, inheritance planning, and redundancy planning, along with mortgage brokerage services. Walsh Development manages property construction from greenfield to completion. Walsh Private handles private equity investments across multiple sectors. Walsh Property provides property transaction and asset management services. The group also offers specialized mortgage products including first-time buyer, switching, buy-to-let, self-build mortgages, and government schemes like Help to Buy and First Home Scheme, as well as equity release through Spry Finance Lifetime Loans.
Differentiator
Problem solved
Functional benefit
Products and services
- Walsh Consulting A financial advisory company regulated by the Central Bank of Ireland, providing expert financial advice on Corporate Benefit Packages, Pensions, Savings & Investments, Mortgages, Income Protection, and Family & Business Protection to individuals, families and SMEs in Ireland.
- Walsh Development Property development vehicle that manages the process of transforming greenfield sites to completed products, controlling design, planning, construction and handover procedures.
- Walsh Private Private equity vehicle that has developed investment opportunities in areas such as Health, Leisure, Entertainment, Electronics, Property and Energy.
- Walsh Property Property services entity dealing with property in Ireland and overseas, handling purchase, sale, letting management, and asset management services.
- Savings & Investments Financial planning services including Child's Savings Plus, Investment Bond, and Corporate & Savings Bond products to help grow savings over medium to long term horizons.
- Retirement Planning Comprehensive retirement planning services including Personal Pension, Executive Pensions, Standard PRSAs, AVCs, Personal Retirement Bond, Self-Directed Pensions, and At Retirement options (Approved Retirement Fund, Individual Personal Annuity).
- Life Assurance & Family Protection Protection plans including Mortgage Protection, Term Assurance, Income Protection (Personal and Corporate), Cancer Cover, Specified Serious Illness Cover, Pension Term Protection, Whole of Life, Business Assurance, and Inheritance Tax Protection.
- Business Protection Business continuity solutions including Key Person Assurance, Partnership Assurance, and group risk schemes to protect against loss from key staff illness or death.
- Inheritance Planning Estate planning services designed to minimize potential inheritance tax burdens and provide financial protection for families.
- Redundancy Planning Financial guidance services to help individuals understand their options and make correct decisions regarding pension options during redundancy.
- Mortgage Broker Services Mortgage advisory services helping clients obtain mortgages with desired terms, with access to the widest range of mortgages from multiple lending institutions.
- First Time Buyer Mortgage Mortgage advisory services specifically for first-time buyers, including preparation and presentation of successful applications to lenders.
- Moving House Mortgage Mortgage services for individuals moving house, with access to competitive market rates via panel of lenders.
- Switcher Mortgage Mortgage switching services to help borrowers potentially save money by comparing rates across different lenders.
- Buy To Let Mortgage Buy-to-let mortgage services with affordability criteria based on expected monthly rental income from the property.
- Self Build Mortgage Self-build mortgage services with access to multiple lending institutions applying different criteria for self-build properties.
- Help To Buy Scheme Government tax refund scheme helping first-time buyers get deposits for newly built homes, with maximum claim of 10% of property value or €30,000.
- First Home Scheme Government shared equity scheme in partnership with participating lenders to help bridge the gap between deposit, mortgage, and new home price.
- Mortgage Protection Mortgage protection insurance to cover mortgage repayment in the event of death, typically assigned to mortgage lender as security.
- Spry Finance - Lifetime Loans Equity release scheme allowing homeowners (typically 60+) to release value from their home without selling or moving, with no negative equity guarantee.
Companies that use Walsh Group
Customer profileNamed customers2 records
Segments2 records
Ideal customer profiles2 records
Walsh Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Walsh Group partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core.
- Bank of IrelandcoreBank of Ireland is one of the financial providers Walsh Group works with to offer mortgage and financial products to clients. As an independent broker, Walsh Group can recommend Bank of Ireland products alongside other providers.
- Irish LifecoreIrish Life is a major Irish life and pension provider that Walsh Group works with to offer life assurance, pensions, and investment products.
- New IrelandcoreNew Ireland is a financial services provider included in Walsh Group's panel for life assurance and pension products.
- Permanent TSB (PTSB)corePTSB is a participating lender in Walsh Group's mortgage brokerage services, providing residential mortgage products.
- AvivacoreAviva is a major insurance and financial services provider that Walsh Group works with for life assurance and protection products.
- Royal LondoncoreRoyal London is an insurance provider included in Walsh Group's network for protection and savings products.
- ZurichcoreZurich is an international insurance provider that Walsh Group works with for various financial protection products.
- Standard LifecoreStandard Life is a major pension and investment provider that Walsh Group utilizes for retirement planning products.
- Finance IrelandcoreFinance Ireland is a mortgage lender included in Walsh Group's panel for residential and buy-to-let mortgages.
- Haven MortgagescoreHaven Mortgages is a specialist mortgage provider in Walsh Group's lender network.
- ICS MortgagescoreICS Mortgages is a mortgage lender available through Walsh Group's brokerage services.
- AIB (Allied Irish Bank)coreAIB is a major Irish bank that provides mortgage and financial products through Walsh Group's advisory services.
Scale indicators1 record
Recent moves3 records
Expansion highlights4 records
Walsh Group competitors and assessment
Company assessmentBroad incumbents
- Irish Life: Ireland's largest life and pensions provider distributing pensions, savings, investments and protection either direct or via broker panel; overlaps directly with Walsh Group's product surface and is one of Walsh's referral partners.
- New Ireland Assurance: Bank of Ireland's life and pensions arm selling pensions, investments and protection through financial advisors in Ireland; comparable product breadth to Walsh Consulting and another panel partner of Walsh Group.
- Bank of Ireland: Ireland's largest domestic bank with significant mortgage, savings and life/pension distribution; overlaps with Walsh Group's mortgage broker, savings and life-assurance offerings and is also a panel lender for Walsh.
- Aviva Ireland: Major life and general insurance provider in Ireland selling pensions, savings and protection via brokers and advisors; comparable to Walsh Group's life assurance, income protection and business protection product suite.
- Zurich Life Ireland: International life and pensions provider selling protection, pension and investment products in Ireland through financial advisors; directly comparable to Walsh Consulting's product set and another Walsh panel partner.
- Permanent TSB: One of Ireland's largest mortgage lenders with significant savings and life distribution; competes with Walsh Group's mortgage advisory/broker business and is itself one of Walsh's panel lenders.
- Allied Irish Banks (AIB): Major Irish retail bank offering mortgages, savings and life products through bank channels; comparable to Walsh Group in mortgage distribution and consumer financial services, and another Walsh panel lender.
- Royal London Ireland: Mutual life and pensions provider in Ireland selling protection and investment products via financial advisors; comparable to Walsh Group's life assurance, savings and investment advisory offering.
- Abrdn (formerly Standard Life): Global asset manager and pensions provider selling investment, pension and savings products across the UK and Ireland via financial advisors; comparable product set to Walsh Consulting's investment and retirement planning offering.
Direct peers
- Quilter: UK-focused wealth management and financial advisory platform serving mass-affluent clients through independent financial advisors with a multi-product menu (pensions, investments, protection) very similar to Walsh Consulting.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Walsh Group social profiles
Digital presenceWalsh Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Walsh Group leadership team
Management profileNumber of profiles
Profiles7 records
Walsh Group subsidiaries and ownership
Company hierarchySubsidiaries4 records
Walsh Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Walsh Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Walsh Group
What does Walsh Group do?
Walsh Group is an independent financial advisory and mortgage brokerage firm, operating through four divisions: Walsh Consulting (regulated financial advice on savings, investments, retirement, life assurance, business and family protection), Walsh Development (property development), Walsh Private (private equity), and Walsh Property (property services). The customer-facing core is face-to-face and phone-based financial planning supported by an independent mortgage brokerage offering access to multiple lenders and government schemes.
Is Walsh Group a public or private company?
Walsh Group is a private company. It is classified as family owned and is currently operating.
When was Walsh Group founded?
Walsh Group was founded in 1999. It employs 11 to 50 people.
Where is Walsh Group based?
Walsh Group is headquartered in Cork, Ireland, in the Europe region.
How does Walsh Group make money?
Two revenue lines are on record. Financial Advisory Services are the primary driver. The others are mortgage Broker Services.
Who are Walsh Group's main competitors?
Broad incumbents on record are Irish Life, New Ireland Assurance, Bank of Ireland, Aviva Ireland, Zurich Life Ireland, Permanent TSB, Allied Irish Banks (AIB), Royal London Ireland and Abrdn (formerly Standard Life). Quilter is listed as a direct peer.
Does Walsh Group have an API?
No public API is recorded for Walsh Group.
What industry is Walsh Group in?
Walsh Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management, with a secondary code of FSABADAC, Affluent / Mass-Affluent Private Banking. Its NAICS code is 523940 and its SIC code is 6282.