E-Zine
E Smart Money Mar / Apr 2024
As we approach the end of the current tax year on 5 April 2024, it’s an opportune moment to examine both your personal and business finances.
- ServicesOur consultative process, supported by sophisticated financial technology, enables us to provide a highly personalised wealth management strategy plan for your unique needs.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.Pension transfer specialists providing advice on deferred final salary or defined benefit pensions. Our Chartered Financial Planners can outline your best pension options.Providing trusted and independent equity release advice to find the right solution for you.
- StrategyWalden Capital believes in harnessing the returns of the market through a structured and disciplined approach over the longer term.Risk profiling sits at the core of financial planning and is absolutely fundamental for determining an appropriate investment strategy for our clients.Cashflow Modelling Software tool Voyant – prepare your strategic Assessment with our financial advisors, enjoy state-of-the-art modelling and expert consultation on wealth management.Walden Capital’s Investment Committee, comprising senior figures from the City of London and academia, has built each of our seven model portfolios to align with the seven categories of risk grouping identified by the Finametrica risk profiling tool.
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