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Your Questions

Straight-talking answers to the questions our new clients ask:

  • Q. I have a pension, can I transfer it?


    Moving a pension scheme is never a decision to be taken lightly, whether Final Salary or Money Purchase.  At Walden Capital we have advisers with all the relevant qualifications to provide a detailed analysis of your options whatever your pension, and the expertise to ensure that the choice you make is based on sound advice and a good understanding of the impact the decision will have on your future.

  • Q. What does a Wealth Manager do?


    Money is an emotive subject and managing wealth in an optimal way can be a complex process for any individual. To ensure that science and logic prevail and to provide you with the best possible long term outcome requires discipline, and expertise. We will build you a robust and sustainable financial plan that will put you firmly in command of your own future. Find out about our Wealth Management consultative process >>

  • Q. What's in it for me?


    A better outcome than you would achieve without us.  We bring expertise, calmness, and a rigid attention to detail to your affairs.  We believe in ensuring that you receive the best possible advice and an explicit value for money proposition to ensure that you are better off for knowing us.

  • Q. How much will it cost me?


    Our charging structure is extremely competitive. We believe investing in our services may be one of the best investments you ever make.  Find out about our fee structure >>

  • Q. Are you right for me?


    There's only one way to find out.  We strongly believe that wealth management should be a valuable experience for all parties, and if we don't think we can add enough value to your affairs we'll tell you so up front, and direct you to a firm more able to deal with less complex matters at a lower cost.

  • Q. What does being independent mean?


    It is the legal position of being first and foremost your agent, we are not tied to any third party. Beyond that it places an obligation on us to check the whole market for you before making a recommendation.

  • Q. What happens if I need to complain?


    In the event of a complaint arising, the firm has complaint procedures in place that will be followed. If the complaint cannot be resolved satisfactorily, the individual can refer their complaint to The Financial Ombudsman Service (FOS) which is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found on its website at www.Financial-Ombudsman.org.uk.

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.’