Our Practice Approach
Kristin's Approach
"If you’re a busy professional, part of an expat family, or navigating a significant life change such as separation or divorce, financial decisions can sometimes feel overwhelming — especially when life already feels full.
My role is to help bring clarity, confidence and reassurance, so your financial plan supports the life you want to live — both now and in the future.
Whether you’re balancing career and family commitments, managing international financial considerations, adapting to major change, or simply wanting greater confidence about your future, I’ll guide you through every step with empathy, expertise and a genuine focus on what matters most to you."
Kristin works with professionals, business owners, expat families and those navigating separation or divorce, helping clients feel informed, supported and confident through a life-centred financial planning approach.
Having spent more than 20 years working across financial planning, education and international finance — and as an expat herself — Kristin combines professional expertise with genuine understanding, helping clients feel empowered to make confident decisions about their future.
Marie's Approach
"For many of our clients, Walbrook has always been about relationships, trust and knowing there is someone there who genuinely understands and cares.
Having worked alongside Simon in building Walbrook Financial Strategies, I understand just how important personal support, continuity and trust are — especially during times of change.
My role is to ensure every client feels looked after, supported and reassured. Whether that means helping guide you through practical matters, making sure nothing is overlooked, or simply being a familiar and trusted point of contact, I want every client to feel confident they are in safe hands.
Simon cared deeply about the people we worked with and the lives behind every financial plan. Continuing that level of care, compassion and personal attention means a great deal to me and to our whole team."
Marie plays a central role in ensuring every client experience reflects the values Simon built Walbrook upon — kindness, care, professionalism and putting people first.
As Director of Client Care & Operations, she helps ensure clients receive the personal support and continuity they deserve, while helping the team continue Walbrook in the way Simon would have wanted.
