We are proud to announce that all three of our Financial Advisers have been judged as ‘Top-Rated’ by customer review site ‘VouchedFor’. This is a significant achievement and has resulted in our inclusion in the Sunday Times ‘2024 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, adviser at Walden Capital said, “this is my first time as a Top-Rated adviser, and it’s great to have the opportunity to work with clients at Walden Capital where I know my job is to do the very best I can for clients, without worrying about hitting targets or ‘selling’, and ably supported by a committed team.”
Mikki Gant, also an adviser, added “I grew my career with Walden Capital, having done almost everything possible in the firm before progressing to a client facing role. There isn’t much I cannot do in the office, but having a team behind me means I can concentrate on what matters most, client outcomes.”
John Stirling, Head of Advice, remarked “Walden Capital is a different type of adviser. We are genuinely committed to ‘doing better’ by our clients, ensuring good client outcomes, and working as a team towards the common goal of happy clients, whilst meeting their financial goals through life. The future is inherently uncertain, but having a plan makes it easier to navigate difficult times. I’m very proud to once again be a ‘Top-Rated’ Financial Adviser.”
