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 Investing

Investing

Connect with us

Guides

Guide to Building a Bigger Pension Pot

Boost your pension savings strategy and set a solid foundation for future financial stability

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Guides

Guide to Individual Savings Accounts (2024/25)

Now that we have entered the new financial year, significant changes have been introduced to ISAs.

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Insights

Getting Active…or not

Being active is great when the benefits relate to your health, but when it comes to money, diversification, efficiency, and consistency may be more important.

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Guides

Guide to Successful Investing

Whether you’re planning to build a nest egg, investing for your children or planning for a wealthier retirement.

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Company News

ARC Indices 20th Anniversary Dinner

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Guides

Guide to Year-End Tax Planning

Planning strategies to consider before 5 April 2024

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Insights

The Discipline of Regular Check-ups

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Guides

Guide to Investing Essentials

How to be a successful investor

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Guides

Guide to bonds vs equities

Understand their differences and evaluate risk tolerance, investment objectives and time horizon.

Wealth management

Retirement planning

Pension transfers

Equity release

Investment Philosophy

Risk profiling

Lifestyle cashflow modelling

Our model portfolios

Our company

Meet the team

Careers

Testimonials

Investing

Guide to Building a Bigger Pension Pot

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Guide to Individual Savings Accounts (2024/25)

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Getting Active…or not

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Guide to Successful Investing

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ARC Indices 20th Anniversary Dinner

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Guide to Year-End Tax Planning

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The Discipline of Regular Check-ups

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Guide to Investing Essentials

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Guide to bonds vs equities

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Guide to retirement planning decade by decade

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Guide to investing principles

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Guide to investing

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Chartered Financial Planners