Our Financial Services

A refreshing approach to financial planning, bringing institutional benefits and investment strategies to the private client utilising the latest financial technology.

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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.

Interested in our services or need a second opinion – we offer a free appraisal.

Interested in our services, or need a second opinion?

We do not expect you to become a client until you are completely sure that we are the right people to help you achieve your aspirations. Similarly, we would not take you on unless we were extremely confident we could help you do so.

If you are interested in our financial services or would like a second opinion regarding the current management of your wealth we offer a free appraisal. 

Please call or email us to arrange your initial free consultation. We would be delighted to hear from you.

Want to learn more?
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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.

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