Services

Wealth management

Our consultative process, supported by sophisticated financial technology, enables us to provide a highly personalised wealth management strategy plan for your unique needs.

Retirement planning

Retirement planning and wealth management from Walden Capital utilises advanced cashflow planning software provided by global leaders. A good plan can make retirement a much more rewarding experience.

Pension transfers

Pension transfer specialists providing advice on deferred final salary or defined benefit pensions. Our Chartered Financial Planners can outline your best pension options.

Equity release

Providing trusted and independent equity release advice to find the right solution for you.
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

Home Resources Meet our new starter – Lisa Masniuk

Meet our new starter – Lisa Masniuk

March 27, 2024

Lisa has joined our operations team at Walden Capital. Have a look below at Lisa’s bio:

I am delighted to have joined the operations team at Walden Capital in 2024 to help provide further support to the technical team and advisers at our fast-growing financial planning and wealth management firm. It’s a role I relish having spent 25 years working within the financial services sector looking after private clients.

I’m passionate about providing the highest standard of customer service to clients, with speed of communication and discretion being two obvious requirements. We work very closely with our technical team and our financial advisers to ensure our levels of service are as efficient as possible and utilise the latest in technology.

Outside of work I lead a very active social life and love eating out and visiting the cinema or theatre. When I get a quiet moment you will find me engrossed in a captivating novel!

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Knowledge & resources

The latest news, information and opinion on the current financial situations and trends plus useful guides to investing, pensions and making the most of your wealth.

Company News

London Marathon

John finished the marathon, and whilst he was never going to win, he did have a wonderful time, and raised some money for a good cause.

Company News

Our new Walden Capital portal from moneyinfo

Walden Capital has launched an app. Keep yourself up to date, and manage secure communications on the go.

Insights

Terminal Illness

The one certainty in life is change, nothing is forever, and sometimes unwelcome change can come unexpectedly. Watch now to learn why that might be something that it’s not a good idea to regret, or ignore.

Knowledge & resources

The latest news, information and opinion on the current financial situations and trends plus useful guides to investing, pensions and making the most of your wealth.

Company News

London Marathon

John finished the marathon, and whilst he was never going to win, he did have a wonderful time, and raised some money for a good cause.

Company News

Our new Walden Capital portal from moneyinfo

Walden Capital has launched an app. Keep yourself up to date, and manage secure communications on the go.

Insights

Terminal Illness

The one certainty in life is change, nothing is forever, and sometimes unwelcome change can come unexpectedly. Watch now to learn why that might be something that it’s not a good idea to regret, or ignore.

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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]

Chartered Financial Planners

Walden Capital is a Chartered Financial Planning & Wealth Management boutique providing inspired financial thinking, bespoke planning and an assured service to a limited number of private clients, families and businesses. We’re based in Saffron Walden and provide advice to clients across the East of England, the UK and Internationally.

Our services

Our company

(+44) 1799 521017

[email protected]

The Old Gun Rooms | 17 High Street Saffron Walden | Essex CB10 1AT