Walden Capital was formed in 2013 by a group of city professionals who aspired to create a Chartered Financial Planning firm. We sought to offer institutional investment expertise with levels of service and value that could not be found elsewhere.
An Independent Financial Firm
We are independent, our advice is impartial and our fee structure is transparent. At Walden Capital our approach is simple: we build trusted relationships and focus all our energies on helping you achieve your life goals, whatever they may be.
We take a highly consultative approach to wealth management and our model portfolios form the basis of the personalised strategic plans we create to meet our clients’ individual needs.
Our advisors
John Stirling
Chartered Financial Planner FPFS
Mikki Gant
BA (Hons) DipPFS
Andy Lee
Dip PFS CeMAP
Investment Committee
Steph Duckworth
BA(Hons) DESEM
Professor Jon Rushman
MA CFA MBA
David Cooper
BA (Hons) Chartered FCSI
Keith Patton
BA (Hons)
Operations & Technical Team
Keith Gilchrist
DipPFS EFA
Samantha Leggett
Cert CII (FS)
Zoe Leek
Cert CII (MP & ER)
Jess Dowling
DipFA
Kieran Harrison
Cert CII (FS)
Bonnie Taylor
Want to learn more?
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.
