Testimonials

We found ourselves in a position we were very unfamiliar and feeling a huge responsibility to make the right decisions. The entire Walden Capital team have helped us become more relaxed with our situation as well as achieving returns on capital that we would not have been able to achieve ourselves. you really get the impression that you are part of the family with the team.”

By being honest and open and explaining everything in ways I can understand. Mikki gives relevant information specific to me and my situation.”

John is very knowledgeable and experienced but couples this with an approachable and warm style.”

I have benefited from the advice in that, had I approached specialist provider of a particular service, I may well have been persuaded to buy an inappropriate product. With Mikki’s advice, it has been possible to exclude some instruments as not matching my needs. Similarly, regarding the few areas where I have taken action, I have done so with a higher level of confidence.”

From the very beginning she has explained everything to us very well made us feel at ease about letting her invest our money and getting returns in the most tax efficient way”

John has been a well of knowledge on a broad range of financial matters. Whilst I work in the finance industry myself I do not have the breadth of knowledge that John has to be able to manage my financial affairs. John’s advice has always been clearly explained and spot on”

John has performed admirably and I am very satisfied with his service and the great personal relationship that we have built over the years”

15+ years later we are still with John and have built an honest and trusting relationship – I know that he genuinely cares about balancing our finances with our lifestyle, aspirations, and happiness. Our pensions, ISAs and portfolio feel solid, and we managed to secure our holiday home against fierce competition on the back of canny advice from John”

A genuine, modern-day IFA”

My fund has been well managed, I have a good friendship with John, built up over several years, I respect him and value his thoughts and guidance. John and his team are very patient so any things which could have been done better most definitely fall at my feet!”

Really honest , straight forward advice well explained and reasoned”

John has a thorough understanding and exceptional knowledge of financial investments”

The analytical investment approach taken by Walden Capital has provided a good return and confidence that my pension and investments are in safe hands to weather any potential headwinds. As a financial advisor I get personal, practical and useable advice, not just some PDF marketing pamphlet.”

Thorough evaluation of our personal circumstances, attitude to risk and plans for the future, leading to soundly based recommendations. Putting forward alternatives to familiar investment products eg Enterprise Investment Scheme, which we went for, and inheritance tax planning which we have so far not followed up. Mikki is very knowledgeable and professional, combined with a friendly manner. Dealing promptly with queries and ensuring that any issues arising are followed through.”