Andrew Lee

Andrew Lee

Walden Capital

Minimum savings/pensions: Over £250,000

0330 038 8938
Based in Saffron-Walden
View location

Top Rated 2025
Verified since: October, 2023

4.8 out of 5

50 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 06 March 2025

    Andrew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andrew's status

  • 23

    Recent Client Reviews

    Verified reviews: 100%

    Andrew has received 23 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 07 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Andrew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Andrew has provided information on their typical fees

    Andrew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 18

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Andrew

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andrew (based on 18 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 06 March 2025

    Andrew is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Andrew's status

  • 23

    Recent Client Reviews

    Verified reviews: 100%

    Andrew has received 23 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 07 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Andrew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Andrew has provided information on their typical fees

    Andrew has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 18

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Andrew

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Andrew (based on 18 first impressions)

The most important thing for clients is to ensure they understand the options they have, so that situations that may feel complex or difficult can be made simple, with the answers often emerging naturally from the discussions we have, leading to the right outcomes for clients. With over 15 years of experience in this profession, I strongly believe the key to being a good adviser is having the ability to listen and understand what really matters to our clients, combined with up-to-date technical knowledge and the ability to apply that knowledge to a client's situation simply and effectively. We don't know what the future holds, but having a plan, and a regular 'check up' at least annually, is a great way of removing the stress from long term financial planning, allowing our clients to get on with the much more important business of living day to day, without the stress of worrying about money. A problem shared with your IFA, is a problem halved, or even eliminated completely. I am delighted to be part of the fantastic team at Walden Capital, providing bespoke advice for clients who require greater certainty that their affairs are looked after competently and with care. Our evidence-based investment process gives confidence that whilst we don't know what markets will do, we do know that when markets deliver, clients will capture their fair share of the returns available.

Offers available through VouchedFor

Contact Andrew through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Andrew's clients

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Adviser Disclaimer

Walden Capital Ltd is authorised and regulated by the Financial Conduct Authority (registration no. 491834). Registered in England & Wales no. 6458084. Registered Office The Old Gun Rooms, 17 High STreet, Saffron Walden, CB10 1AT