2025 Top Rated Advisers

March 21, 2025

We are proud to announce that all three of our Financial Advisers have been judged as ‘Top-Rated’ by customer review site ‘VouchedFor’ for two years in a row.

This is a significant achievement and has resulted in our inclusion in the Sunday Times ‘2025 Guide to Top-Rated Financial Advisers’ supplement distributed with the Sunday Times last weekend.

VouchedFor are a major source of information for consumers keen to engage with financial advice, but unsure of who might be worth talking to in the local community, and our consistent high scores in reviews is fantastic news.

At Walden Capital we don’t believe on sitting on our laurels, and we are already asking clients to give us feedback about both what we do well and also where we might need to improve. We believe that only a complete commitment to excellent customer service is sufficient. We won’t always get everything right first time, but if we make a mistake, we will always do our best to fix things, and we’ll never try to convince you that black is white.

A financial adviser is a key part of delivering a financial plan for clients, and that relationship must be based on trust.

Andy Lee, Financial Planner at Walden Capital said, ‘It’s fantastic to be recognised as a Top-Rated adviser for the second year running, and to work at Walden Capital having the opportunity to provide appropriate advice and outcomes to our clients supported by an exceptional operations and technical team.’

Mikki Gant, also an adviser, added ‘It’s not just the advisers score, but the entire company too. Combined, all three of us, have for a second year been above 4.8 which is a huge achievement. Having a team behind us means we can concentrate on what matters most, client outcomes. Having progressed internally through Walden Capital, I’ve learnt that teamwork really does make the dreamwork.’

John Stirling, Head of Advice, said “I’m really proud of the team here at Walden Capital.  Having all our advisers recognised as ‘Top-Rated’ advisers is a great reflection of the tireless work that everyone at Walden Capital puts in to ensuring our clients get a great customer experience.  Financial Planning is often about providing calm and genuine reassurance to clients that it’s going to be OK, and that their plan works.  It does feel a little bit like that’s really needed right now, and we continue to provide our best work for our clients”.

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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.

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