At Walbrook Financial Strategies, we believe great financial planning starts with understanding people — their lives, priorities, ambitions and what truly matters most to them.

That belief was instilled by our founder, Simon Neville, whose passion for life-centred financial planning shaped not only the business he built, but the way we continue to work today.

Simon believed financial advice should feel personal, thoughtful and deeply connected to the lives people want to live. He built Walbrook around relationships, trust and genuinely caring about the people behind every financial decision.

Today, while Simon is deeply missed, his philosophy remains firmly woven into everything we do.

We continue Walbrook in his memory and in the spirit of the values he believed in so strongly: putting clients first, building long-term relationships, and helping people feel confident, supported and in control of their future.

For us, financial planning has never simply been about money. It is about helping people live meaningful, fulfilling lives with confidence and peace of mind.

Simon Neville – Founder of Walbrook Financial Strategies

Life-centred financial planning for business owners, entrepreneurs and professionals

Simon founded Walbrook Financial Strategies with a clear vision: to help people make better financial decisions by first understanding the life they wanted to live.

One of the UK’s most highly qualified Financial Advisers, Simon completed his MBA in Financial Planning in 2023, with postgraduate research exploring the role financial advisers play in supporting entrepreneurs preparing for business exit. His work reflected a deep commitment to helping business owners and professionals make thoughtful, informed decisions about both their personal and professional futures.

But Simon’s greatest strength was never just his qualifications or expertise.

He had a gift for helping people step back from the pressures of life and business to focus on what truly mattered to them — their family, future, ambitions and sense of purpose.

He believed financial planning should feel joined-up and meaningful, connecting business success with personal fulfilment and long-term wellbeing.

For many clients, Simon became far more than an adviser. He was a trusted sounding board, someone who listened carefully, challenged thoughtfully and genuinely cared about helping people build the future they wanted.

The philosophy Simon championed continues to guide Walbrook today. His commitment to life-centred planning, long-term relationships and truly personal advice remains at the heart of how we serve every client.