Find an Independent or Restricted Financial Adviser

Wealth management built around you - from one of the world's strongest banks.

My advice to you will be honest, fair and jargon-free, allowing you to make informed decisions about your finances. I specialise in retirement pension planning, including consolidation of pensions, drawdown and Defined Benefit/Final Salary transfers.

Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. ​We help you do just that through creating a plan and reviewing the progress

Creating, managing and protecting your wealth the intelligent way

I provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, I project your income, expenses and assets over time, helping you make informed decisions to help achieve your financial goals with clarity and confidence.

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.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

A Chartered Financial Planner providing clear, impartial and independent advice. Discussions can be held in person, via email or over the phone.