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Testimonials

We’re happy when our clients are happy. Here are some of the kind words, clients have to say about working with Walden Capital.

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Reviews and Ratings for Financial adviser John Stirling, Cambridge
Reviews and Ratings for Financial adviser Mikki Gant, Cambridge
Andrew is a very professional yet friendly man who is able to explain the complexities of finance is a very digestible, understandable way. I look forward to the next stages of the advice and the investments with confidence.”

Review from Verified Client – February 2024

5/5
My initial discovery meeting with Mikki was informative and useful. I look forward to further detailed discussions with Mikki progressing towards a financial plan tailored to my needs.”

Review from Verified Client – February 2024

5/5
Mikki is excellent, knowledgeable and professional. Always responds in a timely manner and if she does not know anything will look into and inform. We could not rate her highly enough.”

Review from Verified Client – January 2024

5/5
Mikki gives straightforward, honest opinions and is very reassuring especially if you need information about pension provision.”

Review from Verified Client – January 2024

5/5
Mikki was extremely helpful during my annual review. She advised transferring my work pension into my pension sitting at Walden capital. She also provided me with information on ESG.”

Review from Verified Client – January 2024

5/5
I have known John for many years, and he is my go-to IFA across the full range of professional financial advice. As a client, I have ‘followed’ John as a practitioner to the firms he has worked with and Walden Capital has developed into an outstanding practice. Since engaging with John, I have not considered anyone else as I have absolute trust in his professional advice and judgement and, over time, there have been plenty of occasions and opportunities to benchmark his advice against outcomes. He has a quite extraordinary and analytical mind and his advice is always based on very solid foundations.”

Review from Verified Client – December 2023

5/5
Mikki has provided exceptional help with understanding my finances and the best way to plan financially for the future.”

Review from Verified Client – December 2023

5/5
John has worked on all aspects of my portfolio in order to provide balance and growth, whilst taking into account my current financial requirements, appetite for risk and long term aspirations (inheritance planning). I appreciate the peace of mind and understanding that John’s professional advice brings to the table”

Review from Verified Client – December 2023

5/5
John has been invaluable to our financial planning over the past 3 years since we were introduced to him. We started with a final salary pension transfer which was managed in an impressive and professional manner. This included dealing with the many compliance obligations required by the regulator which John took me through step by step and concluded with a substantial and balanced report. The team at Walden Capital now look after all our investments (pensions and managed funds) and also provide a mortgage broking service for us.”

Review from Verified Client – December 2023

5/5
I was recommended this company by my work pension department when I requested some impartial guidance which they could not give. I was assigned Andrew who couldn’t have been a more welcome voice on the phone given my situation. Andrew was calm, listened, asked the right questions and was, most importantly at the time, empathetic to my situation. Andrew gave realistic advice and options that made sense, explaining terms that I didn’t understand. After the call had finished I felt a great relief having talked to such a kind and knowledgeable man. Thank you for your time and attention.”

Review from Verified Client – December 2023

5/5
We found ourselves in a position we were very unfamiliar and feeling a huge responsibility to make the right decisions. The entire Walden Capital team have helped us become more relaxed with our situation as well as achieving returns on capital that we would not have been able to achieve ourselves. you really get the impression that you are part of the family with the team.”

Review from Verified Client – October 2023

5/5
By being honest and open and explaining everything in ways I can understand. Mikki gives relevant information specific to me and my situation.”

Review from Verified Client – November 2023

5/5
John has helped me efficiently bring all my various pensions into one place and then grown this fund over the years. As I reach 60 and retirement gets closer John has been very helpful in outlining the options I potentially have and what I should be doing in order to be able to make decisions based on well researched information.”

Review from Verified Client – November 2023

5/5
John is very knowledgeable and experienced but couples this with an approachable and warm style.”

Review from Verified Client – October 2023

5/5
John has really helped us optimise our pension arrangements but he has also provided first-class advice on many other financial matters. His expertise is of the highest order but he also puts this to very impactful use in terms of problem-solving etc. He has also been happy to help with our wider family-related financial planning, which has been of enormous assistance.”

Review from Verified Client – September 2023

5/5
Walden Capital helped me by explaining the whole process. As usual my experience with Walden Capital is very helpful.”

Review from Verified Client – October 2023

5/5
Very happy with help received from Walden Capital in Equity Release. “

Review from Verified Client – October 2023

5/5
We were satisfied with meetings in person and then by Zoom, due to the pandemic. The equity release procedure was well-explained and we feel comfortable having Walden Capital leading us. “

Review from Verified Client – October 2023

5/5
I have benefited from the advice in that, had I approached specialist provider of a particular service, I may well have been persuaded to buy an inappropriate product. With Mikki’s advice, it has been possible to exclude some instruments as not matching my needs. Similarly, regarding the few areas where I have taken action, I have done so with a higher level of confidence.”

Review from Verified Client – April 2023

5/5
Mikki has a really good grip on our pension planning, understands what we are looking for from our funds, and presents extremely well. Mikki is a joy to work with.”

Review from Verified Client – March 2023

5/5
From the very beginning she has explained everything to us very well made us feel at ease about letting her invest our money and getting returns in the most tax efficient way”

Review from Verified Client – March 2023

5/5
She has a very reassuring presence and gives a full and comprehensive explanation of my pension position”

Review from Verified Client – January 2023

5/5
John has been a well of knowledge on a broad range of financial matters. Whilst I work in the finance industry myself I do not have the breadth of knowledge that John has to be able to manage my financial affairs. John’s advice has always been clearly explained and spot on”

Review from Verified Client – June 2023

4/5
We feel comfortable that we have a plan and structure in place, with a number of solutions we wouldn’t have known about without John’s advice”

Review from Verified Client – May 2023

5/5
Always proactive, responsive and ahead of the curve”

Review from Verified Client – January 2023

5/5
John has performed admirably and I am very satisfied with his service and the great personal relationship that we have built over the years”

Review from Verified Client – January 2023

5/5
15+ years later we are still with John and have built an honest and trusting relationship – I know that he genuinely cares about balancing our finances with our lifestyle, aspirations, and happiness. Our pensions, ISAs and portfolio feel solid, and we managed to secure our holiday home against fierce competition on the back of canny advice from John”

Review from Verified Client – January 2023

5/5
A genuine, modern-day IFA”

Review from Verified Client – January 2023

5/5
My fund has been well managed, I have a good friendship with John, built up over several years, I respect him and value his thoughts and guidance. John and his team are very patient so any things which could have been done better most definitely fall at my feet!”

Review from Verified Client – December 2022

5/5
Really honest , straight forward advice well explained and reasoned”

Review from Verified Client – November 2022

5/5
John has a thorough understanding and exceptional knowledge of financial investments”

Review from Verified Client – November 2022

5/5
John has given me a lot of good information and informed advice around my retirement planning options.”

Review from Verified Client – August 2023

5/5
John has been extremely professional, thorough and clear in helping us plan for our retirement and subsequently for inheritance planning. He takes as much time as is required to ensure that we fully understand our current financial position, have a strong plan for the future and that implementation is going to plan.”

Review from Verified Client – August 2023

5/5
The analytical investment approach taken by Walden Capital has provided a good return and confidence that my pension and investments are in safe hands to weather any potential headwinds. As a financial advisor I get personal, practical and useable advice, not just some PDF marketing pamphlet.”

Review from Verified Client – August 2023

5/5
I have received advice about Pensions and drawdown of a PCLS. Also Joint Life insurance and financial planning around retirement planning and Mortgage payments. Along the way John has provided clear market insight to provide a backdrop to his advice and recommendations about sensible planning for Wills, Powers of Attorney and the like.”

Review from Verified Client – August 2023

5/5
John set out my options and clearly identified the pros and cons of a transfer out of a final salary scheme.”

Review from Verified Client – August 2023

4/5
Thorough evaluation of our personal circumstances, attitude to risk and plans for the future, leading to soundly based recommendations. Putting forward alternatives to familiar investment products eg Enterprise Investment Scheme, which we went for, and inheritance tax planning which we have so far not followed up. Mikki is very knowledgeable and professional, combined with a friendly manner. Dealing promptly with queries and ensuring that any issues arising are followed through.”

Review from Verified Client – September 2023

5/5
Mikki has provided good advice and explained various available options for the present and the future.”

Review from Verified Client – September 2023

5/5
As far as I am concerned, my financial arrangements are well organised and are being well managed. Any histrionics in the financial markets are dealt with calmly and effectively on my behalf. Annual review meetings are both thorough and useful, allowing me confidence in my future plans. I also have the benefit of knowing that Walden Capital as a firm incorporates a broad range of experience and technical expertise.”

Review from Verified Client – August 2023

5/5
I know John has my best interests at heart and I am confident with the advice he gives. He is ably supported by a proactive team which has gone from strength to strength.”

Review from Verified Client – March 2023

4/5
I have seen the outcome I have hoped for. I feel that my investments are very well managed and have complete trust in John.”

Review from Verified Client – June 2023

4/5
Just wanted to say thank you for the wonderful service we received from you yesterday when we attended your office. John and Zoe were fantastic and really gave my partner Sally a much needed boost over her difficult Divorce. It is so refreshing to know that lovely people like you still exist.”

Review from Verified Client – September 2022

5/5
Mikki has ensured that that my funds are invested in the right risk category to suit me. She has given me very helpful advice about how to release funds as and when I need them and about planning for my retirement.”

Review from Verified Client – March 2023

5/5
We were very impressed with Johns help and advice on buying our second home. Frankly, I don’t think we could have done it without him. Everything from 25% cash from pension, consolidating pension, remortgaging principal home to become a ‘cash’ buyer, through to helping us pitch to the vendors. He is pretty much available all the time, has a caring and amusing manner and especially, he knows his stuff. We trust him implicitly. Thanks for providing such a great service!”

Review from Verified Client – February 2022

5/5
On numerous occasions John has been extremely helpful and acted as a counsellor and trusted advisor. He offers a great perspective on financial markets and guidance regarding financial tactics as well as longer term strategy. He has been a terrific sounding board and always offers solid direction and advice.”

Review from Verified Client – August 2023

5/5
Mikki has helped by being expert, clear, patient, efficient and very personable.”

Review from Verified Client – July 2023

5/5
Mikki has generally ‘held me by the hand’ in a very professional manner as I am someone who doesn’t really understand all the complexities of investments.”

Review from Verified Client – July 2023

5/5
John provided us with focus, incisiveness and empathetic financial counselling.”

Review from Verified Client – July 2023

5/5
It has been a privilege to have the best professional second to none advice from Mikki Gant for our investments. Mikki listens to every question and puts our minds at rest with any concerns making us feel comfortable with the way forward. We can sit back knowing that our investments are in good hands with Mikki as our Advisor and know that we can rely on her to give us the best possible advice. 10/10 for professionalism and being a friendly approachable advisor. Thankyou !!”

Review from Verified Client – June 2023

5/5
John has helped us enormously in the past 15 years and has been a wonderful advisor and a safe pair of hands that we trust implicitly.”

Review from Verified Client – June 2023

5/5
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We are independent, our advice is impartial and our fee structure is transparent. Our approach is simple: we build trusted relationships and focus all our energies to build personalised strategic plans to meet our clients’ individual needs. Helping you achieve your life goals, whatever they may be.

If you’d like to find out more, or learn how we can help you reach your investment goals, get in touch.

(+44) 1799 521017

[email protected]