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 Pensions

Pensions

Connect with us

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 Building a Bigger Pension Pot

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

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Insights

The Lifetime Allowance is DEAD! (or is it)

News of the demise of the pension lifetime allowance has perhaps been exaggerated. Read to find out more.

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Guides

Guide to Year-End Tax Planning

Planning strategies to consider before 5 April 2024

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Guides

Guide to finding or tracing a lost pension

Tracking down a lost pension pot can be daunting, especially if you’ve switched jobs multiple times. We can help get your pension pots in shape.

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

Pensions

E Smart Money Jul / Aug 2024

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Guide to Building a Bigger Pension Pot

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The Lifetime Allowance is DEAD! (or is it)

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Guide to Year-End Tax Planning

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Guide to finding or tracing a lost pension

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E Smart Money March / April 2022

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E Smart Money September / October 2021

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E Smart Money Pension Boost

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Guide to the future of retirement

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Walden Capital achieves Pension Transfer Gold Standard

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Chartered Financial Planners