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 Later Life Care

When you think about your future, how far ahead do you plan?

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Guides

Guide to Trusts 2024

Building wealth takes years of hard work, but without proper planning, it can quickly diminish within your lifetime.

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Guides

Guide to Financial Planning for Business Owners

This guide delves into the key components of financial planning, specifically for those leading a business.

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Guides

Guide to Building a Bigger Pension Pot

Boost your pension savings strategy and set a solid foundation for future financial stability

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Guides

Guide to Individual Savings Accounts (2024/25)

Now that we have entered the new financial year, significant changes have been introduced to ISAs.

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Guides

Guide to Estate Planning 2024

This guide delves into the nuances of wealth transfer and succession planning, acknowledging the emotional weight these conversations can carry.

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Guides

Guide to Navigating Retirement Planning

Let’s navigate this journey together, ensuring your golden years are as comfortable and fulfilling as you envisage!

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Guides

Guide to Successful Investing

Whether you’re planning to build a nest egg, investing for your children or planning for a wealthier retirement.

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Guides

Guide to Protecting Your Family

Life is unpredictable and filled with a multitude of potential risks. By implementing the appropriate insurance policies, you can rest assured knowing that you and your family have a financial safety net to fall back on if the unexpected should occur.

Wealth management

Retirement planning

Pension transfers

Equity release

Investment Philosophy

Risk profiling

Lifestyle cashflow modelling

Our model portfolios

Our company

Meet the team

Careers

Testimonials

Guides

Guide to Later Life Care

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Guide to Trusts 2024

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Guide to Financial Planning for Business Owners

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Guide to Building a Bigger Pension Pot

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Guide to Individual Savings Accounts (2024/25)

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Guide to Estate Planning 2024

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Guide to Navigating Retirement Planning

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Guide to Successful Investing

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Guide to Protecting Your Family

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Spring Budget 2024

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Tax Tables 2024/25

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Guide to Year-End Tax Planning

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Chartered Financial Planners