We are delighted to be included in VouchedFor’s Top Rated Financial Advice Firms for the third year in a row. Walden Capital received a score of 4.8/5 from over 400 qualified reviews. Only 167 companies across the UK have achieved this status. Moreover, all our advisors were listed as Top Rated Financial Advisors in East England. These impressive scores are based on real reviews and reflect the effort our advisors put into delivering consistent, high standards throughout the client journey.Â
A sincere thank you to clients and prospects alike who left such positive feedback.
Have a look at the reviews that earned us our place on VouchedFor’s Top Rated Firms list:
Prospects described their first impressions of their advisor as…
Engaging, witty, and understanding of my situation. I spent 2.5 hours with my advisor on our first meeting. It’s the first time in over 25 years of meeting IFAs where I left with a better understanding of my position than before. More importantly, I came away reassured that there will be a proactive, financial plan for my retirement. I’m very excited about working with Walden Capital in the future.
This client signed up after being dissatisfied with a prominent wealth management firm they had been loyal to for many years.
When asked ‘What could an advisor have done better?’ one client answered…
Nothing. My advisor – and the practice – are always looking for opportunities for growth and improvement – and I support that.
When asked ‘How has your advisor helped you?’ one client answered…
My advisor is well prepared and does their best to help me meet my financial needs. They are discerning and very good at asking questions that I may not have thought of. This has resulted in a better understanding and more informed decisions. Their advice is valued and they have a way of dealing with us that makes us feel they are in ‘the circle of trust’.
When asked ‘Have you seen the outcome you were hoping for?’ one client answered…
Yes, I have. I was able to take early retirement on terms that I was very happy with.
Another answered…
My pension is in good hands.
Another answered…
Yes, definitely … and given the volatility and uncertainty in the markets and other economic factors at various times, the speed and dexterity with which my advisor and the very clever technical team at Walden Capital respond, those potential issues and ‘risks’ are both mitigated and well managed.
When asked ‘In what circumstances would you recommend your advisor to a family member, friend or colleague?’ one client answered…
I would be a passionate advocate for them.
