Walbrook Financial Strategies
Proudly continuing Simon Neville’s life-centred philosophy
Life-Centred Financial Planning at Walbrook Financial Strategies
Walbrook Financial Strategies was founded by Simon Neville with a simple but powerful belief: financial planning should never begin with money alone — it should begin with people, their lives, and what matters most to them.
On 1 May 2026, we sadly lost Simon — our founder, leader, colleague, friend, and for many of our clients, trusted adviser.
Simon built Walbrook with care, integrity and a deep commitment to helping people live fuller, more confident lives through thoughtful financial planning. He believed the best advice came not from products or markets, but from truly understanding the person sitting in front of you — their family, ambitions, worries, values and hopes for the future.
His passion for life-centred financial planning shaped everything he created: a business built on relationships, trust, kindness and putting clients first.
While Simon is greatly missed, the values, philosophy and personal approach he built remain firmly at the heart of Walbrook Financial Strategies today.
The team Simon brought together remains committed to continuing the business in the way he would have wanted — with genuine care, trusted relationships, and a continued focus on helping our clients make confident decisions about the life they want to live.
Because at Walbrook, your life will always be our starting point.
Let’s focus on what matters most to you
Start a conversation about the future you want to create.
Simon's Legacy
Simon Neville believed financial planning should help people live better lives — not simply manage money.
His approach was always deeply personal.
Whether working with business owners, professionals, entrepreneurs or families, Simon took the time to understand the bigger picture: what mattered most, what success looked like beyond finances, and what kind of life someone truly wanted to build.
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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.
