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 Tax

Tax

Connect with us

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

Tax Tables 2025/26

The Walden Capital 2025/26 tax tables are here!

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Guides

Guide to End of Tax Year Planning

How to maximise your finances before the 5 April 2025 deadline.

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Company News

Autumn Budget Statement 2024

Guide to the Autumn Budget Statement 2024 from Walden Capital

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Guides

Guide to Financial Advice During Divorce

Your path to confidence and a secure future

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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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E-Zine

E Smart Money Mar / Apr 2024

As we approach the end of the current tax year on 5 April 2024, it’s an opportune moment to examine both your personal and business finances.

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

Tax

Guide to Navigating the New UK Inheritance Tax Rules

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Tax Tables 2025/26

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Guide to End of Tax Year Planning

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Autumn Budget Statement 2024

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Guide to Financial Advice During Divorce

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E Smart Money Jul / Aug 2024

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E Smart Money Mar / Apr 2024

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Tax Tables 2024/25

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E Smart Money Jan / Feb 2024

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E Smart Money Sept / Oct 2023

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E Smart Money January / February 2023

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E Smart Money May / June 2022

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Chartered Financial Planners