inspired | bespoke | assured
Walden Capital is a Chartered Financial Planning & Wealth Management boutique providing inspired financial thinking, bespoke planning and an assured service to a limited number of private clients, families and businesses.
With over 100 years of collective experience uniquely spanning City institutions and academia, we offer a refreshing approach bringing institutional benefits and investment strategies to the private client utilising the latest financial technology.
Our aim is to ensure that our clients receive the best possible advice to enable them to build and protect their wealth in the most efficient manner. You can be assured of a service which is highly personalised, truly professional and naturally discreet.
Free
Consultation
Interested in our services or need a second opinion - we offer a free appraisal.
Get in Touch
With Us
If you have any questions then feel free to pop into our offices, call us or drop us a line.
Historic
Performance
We publish a simple overview of our monthly performance figures for our portfolios.
documents and guides
Walden Capital Brochure
At-a-glance guide to our services and team - and the benefits we can bring to you.
- A Guide to Estate Preservation 10 May Walden Capital specialises in providing a bespoke wealth management service for our...
- Tax Tables 2022 25 Mar Following some unexpected changes in tax rates, please fee free to download...
- Spring Budget 2022 24 Mar This year's Spring Statement was something of a surprise. For...
news, views and rants…
Welcome to the Spring edition of E-Smart Money our periodic electronic magazine...
E SmartMoney - New Year's Tax Saving Resolutions Welcome to our...
ESmartMoney - How Can I Protect My Wealth From Inflation? Welcome to...
ESmartMoney - Build Your Own Financial Plan Welcome to the September/October 2021...
Welcome to the July/August 2021 edition of our online magazone, E Smart...
your questions
Straight-talking answers to the questions our new clients ask: