Walden Capital
Walden Capital is a Chartered Financial Planning and Wealth Management firm that offers financial advice and services to private clients, families, and businesses. Based in Saffron Walden, they use financial technology to provide wealth management solutions.
- Equity release
- Wealth management
- Pension transfers
- Retirement planning
- Lifestyle cashflow modelling
Locations
Competitors
Murray Wealth Management Ltd offers holistic financial planning, specialising in pension, investment, and tax planning.
Greenwood Financial Planning LLP is an independent financial advisory firm that provides tailored financial planning services to individuals and businesses.
SG Kleinwort Hambros is a private banking and wealth management firm with over 200 years of experience in helping individuals, families, and businesses manage their wealth.
Tees Law provides expert legal services and independent financial advice to individuals and businesses across England and Wales.
Company Details
Walden Capital is operated by Walden Capital Limited and is a Active company incorporated on 20 December 2007 with the registered office located in Saffron Walden, Essex. Walden Capital Limited was registered 17 years ago.
Status
Active
Size
Small
Directors
4
Age
17 years old
Employees
11
Turnover
Unreported
Total Assets
£1.02M
Cash in Bank
£359.43K
Total Liabilities
-£87.61K
Teams
10
3
3
2
1
4
Chairman • Joined Jul 2013
CEO & Chartered Wealth Manager • Joined Jul 2013
Director • Joined Dec 2013
Head Of Operations • Joined Aug 2021
Senior Client Relationship Manager • Joined Mar 2016
Head Of Technical Team And Senior Paraplanner • Joined Jan 2022
Trainee Wealth Management Administrator • Joined Aug 2024
Employee
Paraplanner And Mortgage Co-Ordinator • Joined Jul 2021
Financial Planner • Joined Feb 2021
Senior Client Relationship Manager • Joined Mar 2016
Paraplanner And Mortgage Co-Ordinator • Joined Jul 2021
Chairman • Joined Jul 2013
Director • Joined Dec 2013
Head Of Operations • Joined Aug 2021
Chairman • Joined Jul 2013
Director • Joined Dec 2013
Head Of Operations • Joined Aug 2021
Financial Planner • Joined Feb 2021
CEO & Chartered Wealth Manager • Joined Jul 2013
Head Of Technical Team And Senior Paraplanner • Joined Jan 2022
Trainee Wealth Management Administrator • Joined Aug 2024
Employee