This exercise has been most valuable to me and whilst I won’t pretend that I understood absolutely the finer points of everything that was discussed (!) I feel that both myself and my future financial situation are and will be much better for the experience.
t: (+44) 1799 521017
inspired | bespoke | assured
inspired | bespoke | assured
Solution-based Services
If you have a particular financial issue that requires a solution we can offer help on a consultancy basis. The initial meeting is at our expense.
Walden Capital’s areas of expertise include:
- Pensions and investment portfolio analysis
- Pension transfers including defined benefit (final salary).
- Inheritance tax mitigation
- Expatriate and offshore investment services
- Wealth transfer and estate planning
- Trustee investment advice and planning
- Retirement planning and income options
- Family and personal protection strategies
- Long-term care planning
One area where we are receiving a number of high value enquiries relates to the consideration of transferring final salary pension schemes. In line with the Financial Conduct Authority's guidance we provide a rigorous analysis of the benefits and risks of such a course of action, and retain full qualification, authorisation and professional indemnity insurance to allow us to provide advice in this area.