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Financial Advisers in Saffron Walden, Essex

A refreshing approach to financial planning bringing institutional benefits and investment strategies to the private client utilising the latest financial technology. Discover the full range of services available from from our Independent Financial Advisers.

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.

Equity release

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

Pension transfer

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

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.

Explore and identify your key aspirations, values, needs and concerns

We would not attempt to provide you with any advice until we had a thorough understanding of your life and were sure that we could add significant value.

Our wealth management consultative process explores and identifies your key aspirations, values, needs and concerns. We use one of the world’s most highly acclaimed psychometric risk profiling tools, in conjunction with Institutional forensic software, to analyse the cost and suitability of your current investment portfolio and pensions.

Next, our lifestyle cash flow modelling software enables us to undertake a ‘gap analysis’ to help ascertain where problems may occur in achieving your goals and identify any blind spots.

We then consolidate all this information to create a robust and sustainable financial plan that will put you firmly in command of your own future. Our personally constructed model portfolios form the bedrock of your strategic investment plan.

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How we work

How we work

Our consultative approach to wealth management

We do not view wealth management as simply about your investments; our approach incorporates advanced financial planning and ongoing relationship management to maximise the probability that you achieve all that is important to you.

To ascertain the best possible way to add value and clarity to your current situation and address your future needs, we invite you to participate in our wealth management consultative process.

Book a free introductory call and find out how we can provide clarity to your specific financial problems.

How we can help...

Our clients all have their own unique needs, which we spend time to fully understand. Here are just some of the worries that we help provide solutions for. You’ll have your own unique questions too.

Book a free introductory call and find out how we can provide clarity to your specific financial problems.

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.

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.

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