About Walden Capital

Walden Capital provides inspired financial thinking, bespoke planning and an assured service. We are specialists in managing family wealth and run our own highly effective investment portfolios. We are Pension Transfer specialists, including final salary.
Walden Capital is a Chartered Financial Planning practice which was created as a result of our board’s disappointment with Private Banks and Financial Advisors. We concluded that these firms were more concerned with generating fees and commissions for themselves, rather than providing the committed service that successful, busy individuals and their families require.We are independent, our advice is impartial and our fee structure is transparent. At Walden Capital our approach is simple: we build trusted relationships and focus all our energies on helping you achieve your life goals, whatever they may be.We take a highly consultative approach to wealth management and our very successful model portfolios form the basis of the personalised strategic plans we create to meet our clients’ individual needs.We are signatories to the Chartered Insurance Institute Pension Transfer Gold Standard code of conduct to ensure we meet the very stringent regulatory requirements in this area.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Expatriate finances:
  • EEA
  • Rest of world

  • Business:
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group private medical insurance
  • Group protection

  • :
  • Long term care

  • Mortgages:
  • Equity release

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