Life Centred Financial Planning
Driven to help businesses and private clients chart a path to help meet their financial goals.
What we do
Here at Walbrook Financial Strategies, we have two Advisers to help with all aspects of your finances. We have: Simon Neville, our Director and founder, who has an MBA in the first cohort in financial planning which makes him one of the highest qualified Financial Advisers in the UK. Simon advises professionals and provides Business owners with a complete overall financial planning service by ensuring both personal and business goals are addressed and planned for in unison. We also have Kristin Haverslew who specialises in helping professional women and expat families, managing their unique and complex financial situations.
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SJP Approved 20/03/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
