Navigating your path to a secure future
Navigating your path to a secure future
Bringing clarity and focus to complex issues
Bringing clarity and focus to complex issues
Growing your wealth sustainably
Growing your wealth sustainably
Evidence-based investing for exceptional results
Evidence-based investing for exceptional results
Bringing clarity and focus to complex issues
Bringing clarity and focus to complex issues
Creating personalised, diversified portfolios
Creating personalised, diversified portfolios
Growing your wealth sustainably
Growing your wealth sustainably
Wealth management
Our consultative process, supported by sophisticated financial technology, enables us to provide a highly personalised wealth management strategy plan for your unique needs.
Equity release
Providing trusted and independent equity release advice to find the right solution for you.
Pension transfer
Pension transfer specialists providing advice on deferred final salary or defined benefit pensions. Our Chartered Financial Planners can outline your best pension options.
Retirement Planning
Retirement planning and wealth management from Walden Capital utilises advanced cashflow planning software provided by global leaders. A good plan can make retirement a much more rewarding experience.
Explore and identify your key aspirations, values, needs and concerns
We would not attempt to provide you with any advice until we had a thorough understanding of your life and were sure that we could add significant value.
Our wealth management consultative process explores and identifies your key aspirations, values, needs and concerns. We use one of the world’s most highly acclaimed psychometric risk profiling tools, in conjunction with Institutional forensic software, to analyse the cost and suitability of your current investment portfolio and pensions.
Next, our lifestyle cash flow modelling software enables us to undertake a ‘gap analysis’ to help ascertain where problems may occur in achieving your goals and identify any blind spots.
We then consolidate all this information to create a robust and sustainable financial plan that will put you firmly in command of your own future. Our personally constructed model portfolios form the bedrock of your strategic investment plan.
How we work
Our consultative approach to wealth management
We do not view wealth management as simply about your investments; our approach incorporates advanced financial planning and ongoing relationship management to maximise the probability that you achieve all that is important to you.
To ascertain the best possible way to add value and clarity to your current situation and address your future needs, we invite you to participate in our wealth management consultative process.
Book a free introductory call and find out how we can provide clarity to your specific financial problems.
How we can help...
Our clients all have their own unique needs, which we spend time to fully understand. Here are just some of the worries that we help provide solutions for. You’ll have your own unique questions too.
Book a free introductory call and find out how we can provide clarity to your specific financial problems.
Knowledge & resources
The latest news, information and opinion on the current financial situations and trends plus useful guides to investing, pensions and making the most of your wealth.
AI – Not really artificial and only arguably intelligence.
The Chancellor’s Autumn Statement 2023
5 Year Anniversaries!
Knowledge & resources
The latest news, information and opinion on the current financial situations and trends plus useful guides to investing, pensions and making the most of your wealth.
