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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.

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Investing intelligently for exceptional results

We utilise Nobel prize-winning academic investment theory to gain exposure to the most appropriate asset in the most diversified and cost-effective manner. 

The performance of our model portfolios, which are benchmarked against the ARC Indices are excellent and regularly outperform.

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Our approach to wealth management

We do not view wealth management as simply about your investments; our approach incorporates advanced financial planning and ongoing relationship management to maximise the probability that you achieve all that is important to you.

To ascertain the best possible way to add value and clarity to your current situation and address your future needs, we invite you to participate in our wealth management consultative process.

Meet the team
How we work

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

Reviewing your investments and planning for the future

Walden Capital uses administrative platforms or ‘wraps’ that provide you with numerous benefits including being able to view your consolidated financial assets in one location.

We address your advanced planning needs at our regular progress meetings which will consider your wealth enhancement, wealth transfer, wealth protection and and any other relevant issues such as charitable giving.

Additional specialist skills may sometimes be required to complement our own and we have put together a team of carefully selected professionals, each with a high level of expertise in a key financial area. Access to this professional network ensures that your requirements are always fastidiously dealt with.

The Walden Capital wealth management service combines the latest in cutting-edge technology with highly qualified, experienced professionals. By building long-term relationships with our clients, we can advise and guide you on a growing number of financial matters. Appreciative that all clients differ; the initial consultation will identify your fundamental aspirations, values, needs and concerns.

Taking a structured and disciplined approach to investment, we will look at risk profiles, future cash flow projections, and investment options; all focused on your long-term goals. Using a range of managed model portfolios with seven risk categories, we can adapt this approach to your changing lifestyle. Rest assured, you are in safe hands, with our team available to answer any questions or queries you may have going forward.

Are wealth management fees tax deductible in the uk?

Advice fees are not tax deductible. Costs of buying or selling assets can be claimable against capital gains tax (CGT), but only where they directly relate to the sale or purchase. One area where tax efficiency is available is where advice fees are paid from a registered pension, they are effectively paid from gross earnings due to the pension tax relief received on contributions, however, this can only be utilised for advice related to retirement planning. Advice fees may be assessable for VAT depending on whether they are bundled together with non-VATable goods or services, of which a good example would be the arrangement of a regulated investment product.

What is an investment wrap platform?

A ‘wrap’ platform is simply a regulated custodian of your investments that focuses on providing excellent administration and reporting, and access to a wide range of third party investment solutions within different tax wrappers rather than providing investment funds themselves.

What is the difference between a wealth manager and a financial adviser?

Generally speaking, a wealth manager will focus on protecting and enhancing a 'pot of money' with only limited input from you about your wider financial situation, whereas a financial adviser will be looking to provide holistic advice to you about your goals and aspirations and will be more aware of the appropriate tax wrapper, for example, a personal pension, or ISA (individual savings account) to achieve your goals. A financial adviser will not typically be as much of an investment expert, and if they do not have in-house investment expertise, then the investment solutions they use may have some additional costs attached.

Choosing a wealth manager in the UK?

Most people focus on performance, but it’s a lot trickier to analyse than you’d think – since some firms take risks that make them look good if they pay off, but might not be repeated. Service, quality of advice, and cost are the most important considerations. When analysing cost consider every element, not just headline comparisons, as less obvious costs can dwarf the headline number.

If you would like one of our experts to call you back and explain in more detail and with specific relevance to your exact query and situation, please select the form on this page.

What our clients say about our Wealth Management Service...

We found ourselves in a position we were very unfamiliar and feeling a huge responsibility to make the right decisions. The entire Walden Capital team have helped us become more relaxed with our situation as well as achieving returns on capital that we would not have been able to achieve ourselves. you really get the impression that you are part of the family with the team.”

Review from Verified Client – October 2023

5/5
By being honest and open and explaining everything in ways I can understand. Mikki gives relevant information specific to me and my situation.”

Review from Verified Client – November 2023

5/5
John is very knowledgeable and experienced but couples this with an approachable and warm style.”

Review from Verified Client – October 2023

5/5
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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

info@waldencapital.co.uk

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