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
- Guide to Estate Preservation 08 Jan Many of our clients have worked hard through their working life, and...
- Estate & Trust Planning 17 Sep Most of our job as Wealth Managers is about ensuring you know...
- Guide to Wealth Preservation 09 May If we all knew when we were going to die, it would...
news, views and rants…
One of the biggest changes to pensions in a generation was also...
We spend the first, and smallest third of our lives in education. ...
With a new Prime Minister in Downing Street, Brexit now seemingly unstoppable,...
Everything we do starts with getting a plan together. As Chartered Financial...
It is not Schadenfreude, but Neil Woodford’s headline-making problems have reinforced my...
your questions
Straight-talking answers to the questions our new clients ask: