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Walden Capital Awarded the Industry’s Gold Standard

June 27, 2014

Today we are proud to announce that Walden Capital has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute.  This is the industry’s gold standard for firms of financial planners and reflects the hard work and dedication our staff have put into ensuring that our processes, training, and management of the business are of the highest calibre.  Not all firms can achieve this as it requires the leadership to be involved in the process, achieving qualifications which are amongst the highest in our industry. There are fewer than 500 companies within the UK that have achieved Chartered status from among a pool of over 30,000 qualified financial advisors.

David Cooper, our CEO had this to say;

“I am immensely proud of our achievement today. The new practise is still less than 12m old but with the able assistance of the team and the outstanding quality of our Investment Committee we have now demonstrated that we are delivering on our promise to become one of the best Wealth Management practices in the UK, providing Bespoke advice to our clients, Inspired thinking to achieve their aims and goals, and the Assurance that customers can rest easy knowing that we ensure that our high quality Wealth Management process can deliver the outcomes required.  Chartered Status is just one step on that journey, not the destination, but it is a significant step that makes us all proud.”

Click Here to read more about Chartered Status, and what it means for you.

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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.

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