Services

Wealth management

Wealth Management Essex Our consultative process, supported by sophisticated financial technology, enables us to provide a highly personalised wealth management…

Retirement planning

Retirement planning Retirement planning and wealth management from Walden Capital utilises advanced cashflow planning software provided by global leaders. A…

Pension transfers

Pension transfers Pension transfer specialists providing advice on deferred final salary or defined benefit pensions. Our Chartered Financial Planners can…

Equity release

Equity Release Providing trusted and independent equity release advice to find the right solution for you. Equity release options Lots…
Strategy

Investment Philosophy

Walden Capital believes in harnessing the returns of the market through a structured and disciplined approach over the longer term.

Risk profiling

Risk profiling sits at the core of financial planning and is absolutely fundamental for determining an appropriate investment strategy for our clients.

Lifestyle cashflow modelling

Cashflow Modelling Software tool Voyant – prepare your strategic Assessment with our financial advisors, enjoy state-of-the-art modelling and expert consultation on wealth management.

Our model portfolios

Walden Capital’s Investment Committee, comprising senior figures from the City of London and academia, has built each of our seven model portfolios to align with the seven categories of risk grouping identified by the Finametrica risk profiling tool.
Resources
Company

Our company

More about Walden Capital; how we work and what makes us unique.

Meet the team

Meet the people behind the company, including our experienced financial advisors.

Careers

Interested in working for one of the regions most highly regarded wealth management companies?

Testimonials

Find out what our clients say about the service they receive.
Contact

Home Resources Inheritance

Inheritance

Connect with us

Guides

Your essential guide to critical illness

Living beyond a diagnosis and the steps to secure your future

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E-Zine

E Smart Money – May / June 2026

Pension and inheritance tax: big changes coming in 2027

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Guides

Guide to trust & estate planning

Securing your legacy, a comprehensive guide for the 2025/26 tax year

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E-Zine

E Smart Money – January / February 2026

E Smart Money – November / December 2025

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Guides

Guide to navigating the new pension inheritance tax rules

How to plan to secure your wealth for the next generation

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Guides

Guide to securing your legacy

Adaptable control, protection, and flexibility across generations

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E-Zine

E Smart Money – November / December 2025

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Guides

Guide to Navigating the New UK Inheritance Tax Rules

Prepare today to safeguard your legacy tomorrow – strategies for mastering the 2026 changes

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Guides

Guide to Mastering Financial Fitness in Your 50s

Proactive financial planning and wealth management for a secure future

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Guides

Guide to Later Life Care

When you think about your future, how far ahead do you plan?

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E-Zine

E Smart Money Jul / Aug 2024

Our latest issue looks at chnages to ISA’s in 2024, cost of later life care and more.

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Guides

Guide to Estate Planning 2024

This guide delves into the nuances of wealth transfer and succession planning, acknowledging the emotional weight these conversations can carry.

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