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.