Walden Capital

Independent financial adviser  The Old Gun Rooms, Saffron Walden, Essex, CB10 1AT
First meeting at adviser's own cost
A refreshing approach to Mortgage Advice. Walden Capital provides inspired financial thinking, bespoke mortgage planning, and an assured service
We can advise you on
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
Response rating
7.0/10
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FCA authorised
Last authorised 10th May 2021
Meet our advisers
MR John Stirling FPFS
Independent Financial Adviser

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
MR Ken Smith
Wealth Management Consultant

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

About us

Walden Capital offers a comprehensive Wealth Management solution for customers with more complex needs and we look to build relationships with our clients over many years. We advise on Investments, Pensions, Finance, Corporate Benefits, Mortgages and Family Financial Planning, including Personal Insurances. We can also offer a transactional service if an ongoing working relationship is not required.

Our services

We focus on the core disciplines of efficiency, honesty, and straight forward dedication to getting the job done well.

Where to find us
Head office address: The Old Gun Rooms, 17 High Street, Saffron Walden, Essex, CB10 1AT
Preferred clients
Minimum mortgage value
£250,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 10th May 2021

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