Begin Your Life-Centred Plan

Let’s focus on what matters most to you.

Life-Centred Financial Planning at Walbrook Financial Strategies

Your money is not the starting point — your life is. 

We help you gain clarity about what matters most, design a financial plan that supports it, and live with confidence knowing you’re on the right path.

Below, each of our advisers speaks directly to the people they serve best.

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.

Simon Neville – Director, Founder & Chartered Financial Adviser MBA APFS

"If you’re a busy professional or a business owner, you likely spend so much time taking care of everyone else — your clients, your team, your family — that your own long-term goals rarely get the attention they deserve.

My role is to help you step back and get clarity. What do you want your life to look like? What does financial independence mean to you?

Together, we’ll build a plan that aligns your personal ambitions with your business strategy, so both move forward in harmony. I’m here to simplify complexity, provide structure, and make sure the hard work you put in today creates the future you actually want."

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Kristin Haverslew – Financial Planner DipPFS

"If you’re a professional woman balancing career, family, and your own aspirations, or if you’re part of an expat family navigating cross-border finances, you’ll know how overwhelming financial decisions can feel.

I’m here to help you gain clarity and confidence. You deserve a financial plan that reflects your values, supports your ambitions, and adapts as your life evolves.

Whether it’s managing international considerations, planning for career transitions, or ensuring your family’s future security, I’ll guide you through every step — with empathy, understanding, and a focus on what truly matters to you."

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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
Advice for Women
We know how difficult it is to juggle your family and home life, your career and your finances. We can work alongside you to give you the confidence to make sense of your financial life and become financially secure.
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Investment planning

Our investment planning services are designed to help grow wealth and protect against inflation.

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Retirement planning

Our retirement planning advice and services will give you the help you need to make the most of your retirement opportunities.

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Testimonials

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Kristin has massively helped me enter the world of finance and investing. I was a complete novice, with questions and ideas on what I should be doing with my money. We spoke through these ideas and Kristin was able to identify the best areas for me to invest right now and has been patient enough ...

Tom Mison| Associate Director, Recruitment Consultant

SJP Approved 09/02/2026

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.

Walbrook Financial Strategies is a trading name of Neville Partnership Ltd. Neville Partnership Ltd is registered in England and Wales, Number 8559138. Registered Office: 98 Clay Hill, Enfield, Middlesex , EN2 9AW.
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