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 Individual Savings Accounts

A tax-efficient, flexible method for future planning

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Guides

Guide to Financial Planning for the New Year

Take stock of your financial situation and plot a course for your future wealth and security

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Guides

Guide to Making a Will

Will your loved ones be provided for in the way that you want?

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Guides

The Chancellor’s Autumn Statement 2023

Autumn Statement 2023 – 110 announcements for growth, and a cut of 2% in National Insurance

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Guides

Guide to Preparing Your Finances for Retirement

Is it time to start by envisioning the kind of retirement you want?

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Guides

Guide to Effective Wealth Creation Strategies

How to build a more secure !nancial future

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Guides

Guide to Saving for the Next Generation

Taking proactive steps in securing your child or grandchild’s financial future.

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Guides

Guide to Investing Essentials

How to be a successful investor

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Guides

Guide to finding or tracing a lost pension

Tracking down a lost pension pot can be daunting, especially if you’ve switched jobs multiple times. We can help get your pension pots in shape.

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Guides

Guide to bonds vs equities

Understand their differences and evaluate risk tolerance, investment objectives and time horizon.

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Guides

Guide to protecting your financial future

Taking care of life’s journey, no matter what it throws at you.

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Guides

Guide to retirement planning decade by decade

A decade-by-decade guide to saving for the future.

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