Services

Wealth management

Wealth Management Essex Our consultative process, supported by sophisticated financial technology, enables us to provide a highly personalised wealth management…

Retirement planning

Retirement planning Retirement planning and wealth management from Walden Capital utilises advanced cashflow planning software provided by global leaders. A…

Pension transfers

Pension transfers Pension transfer specialists providing advice on deferred final salary or defined benefit pensions. Our Chartered Financial Planners can…

Equity release

Equity Release Providing trusted and independent equity release advice to find the right solution for you. Equity release options Lots…
Strategy

Investment Philosophy

Walden Capital believes in harnessing the returns of the market through a structured and disciplined approach over the longer term.

Risk profiling

Risk profiling sits at the core of financial planning and is absolutely fundamental for determining an appropriate investment strategy for our clients.

Lifestyle cashflow modelling

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.

Our model portfolios

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.
Resources
Company

Our company

More about Walden Capital; how we work and what makes us unique.

Meet the team

Meet the people behind the company, including our experienced financial advisors.

Careers

Interested in working for one of the regions most highly regarded wealth management companies?

Testimonials

Find out what our clients say about the service they receive.
Contact

Guides

Our useful guides include the latest advice and guidance on all aspects of wealth management including pensions, retirement planning along with capital gains tax and inheritance. We hope you’ll find them useful, but if you have any questions then do get in touch.

Connect with us

Guides

Guide to Preserving Wealth for Generations to Come

Have you decided where your wealth goes and who will benefit from it?

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Guides

Guide to Make Your Money Work Harder For You

Time is running out to review your plans and fully capitalise on tax-saving options

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Guides

Guide to Mastering Individual Savings Accounts

Unlock flexibility, tax efficiency and financial freedom.

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Guides

Guide to End of Tax Year Planning

How to maximise your finances before the 5 April 2025 deadline.

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Guides

Guide to New Year Financial Strategies

Your roadmap to financial success in 2025 and beyond.

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Guides

Guide to the Principles of Building Wealth

Securing your future and achieving long-term financial aspirations

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Guides

Guide to Planning and Preparing for Retirement

Why reaching our 50s and 60s often brings retirement into sharper focus

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Guides

Guide to Income Protection Insurance

How would you pay your bills if you couldn’t work?

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Company News

Autumn Budget Statement 2024

Guide to the Autumn Budget Statement 2024 from Walden Capital

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Guides

Guide to Personal Protection

Are you prepared for what the future holds?

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Guides

Guide to Mastering Financial Fitness in Your 50s

Proactive financial planning and wealth management for a secure future

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Guides

Guide to Financial Advice During Divorce

Your path to confidence and a secure future

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