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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.

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Financial planning for your future

Bespoke retirement planning

There is a cycle that succcessful people often follow; plan, execute, review.  By building a plan, working to that plan, and then checking in to ensure the plan still meets your needs you can significantly increase the probability of achieving success.  In financial planning terms this can mean a successful retirement, financial independence, security for you and your family.

There are many things that ‘just happen’, and it is easy to get caught up worrying about ‘the market’ or geopolitical factors that are entirely outside our control.

At Walden Capital we believe that bespoke planning built on tried and tested processes and delivered by highly skilled financial planners can give you the best assurance possible that your plans will come to fruition.

The market can stay irrational longer than you can stay solvent.


Guide to The Future of Retirement

What do your retirement plans look like?

We all have our own idea of the life we’d like to lead
after we’ve left the nine-to-five behind. Whatever
retirement looks like for you, it’s important to make
the right plans now, so that you have the freedom to
enjoy the time when it comes, however you choose
to fill it. To find out more or to discuss your vision
for retirement – please contact us.

Our regular progress meetings consider your wealth enhancement, wealth transfer, wealth protection and issues that are important to you.

Achieving excellence
Making your future Secure

Assuming life and the universe goes according to plan, once you have a plan, job done!

Our experience is that it doesn’t take long for life to get in the way of a great plan.  As Mike Tyson said “Everyone has a plan until they get punched in the mouth”. 

For this reason we like to work with our clients for many years, reviewing their plan, building a track record of achievement, so you have the peace of mind knowing your plans for the future are secure.

Retirement planning should be integral to your long-term investment strategy, taking in pensions, savings, investments, insurance policies and other assets. Walden Capital employs a highly qualified team of
experienced professionals
, able to work with you to create a bespoke retirement plan shaped around your situation. In theory, this is simple: plan, execute and review, but in practice, there are a lot of issues to consider.

Our experts recognise that actions taken today, or not taken today, can significantly impact your retirement income. Historically, much of the focus has been on pre-retirement planning but post-retirement planning is just as important, ensuring the longevity of your retirement income. Our model portfolios cover various risk profiles and timelines suitable for multiple investment strategies.

If you would like more advice on retirement planning and details of specific relevance to your exact query and situation, please select the form on this page.

What our clients say about our Retirement Planning Service...
My initial discovery meeting with Mikki was informative and useful. I look forward to further detailed discussions with Mikki progressing towards a financial plan tailored to my needs.”

Review from Verified Client – February 2024

John has been invaluable to our financial planning over the past 3 years since we were introduced to him. We started with a final salary pension transfer which was managed in an impressive and professional manner. This included dealing with the many compliance obligations required by the regulator which John took me through step by step and concluded with a substantial and balanced report. The team at Walden Capital now look after all our investments (pensions and managed funds) and also provide a mortgage broking service for us.”

Review from Verified Client – December 2023

John has helped me efficiently bring all my various pensions into one place and then grown this fund over the years. As I reach 60 and retirement gets closer John has been very helpful in outlining the options I potentially have and what I should be doing in order to be able to make decisions based on well researched information.”

Review from Verified Client – November 2023

Want to learn more?
Let's talk

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.

(+44) 1799 521017

[email protected]

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.