t: (+44) 1799 521017
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Solution-based Services

If you have a particular financial issue that requires a solution we can offer help on a consultancy basis. The initial meeting is at our expense.

Walden Capital’s areas of expertise include:

  • Pensions and investment portfolio analysis
  • Pension transfers including defined benefit.
  • Inheritance tax mitigation
  • Expatriate and offshore investment services
  • Wealth transfer and estate planning
  • Trustee investment advice and planning
  • Retirement planning and income options
  • Family and personal protection strategies
  • Long-term care planning

One area where we are receiving a number of high value enquiries relates to the consideration of transferring final salary pension schemes.  In line with the Financial Conduct Authority's guidance we provide a rigorous analysis of the benefits and risks of such a course of action, and retain full qualification, authorisation and professional indemnity insurance to allow us to provide advice in this area.