Kevin Halborg
Chartered ALIBF
Hi, I'm Kevin. I am a Chartered Financial Adviser and former military professional, that was raised in a family of business owners. I combine clarity, discipline, and personal insight to free people from the stress of managing their finances and help them move forward with confidence to the life they wish to live.
I am passionate about helping people with their personal finance with the aim of increasing their financial resilience. I have a wealth of experience of helping business owners & founders structure their business to better serve their own outcomes, as so many put themselves last at the detriment of their personal finances. I help to optimise financial opportunities whilst preparing for a well-structured business exit, be that via sale or succession planning.
Clients often tell me they feel understood, and that our conversations resonate with their personal and financial challenges.
If you're curious about how I could help you, your family or your business, please don’t hesitate to reach out. I’m always happy to talk and assist in any way.
Exit strategies may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
About
At Habitual Wealth, our approach to financial advice was forged in the most demanding environments. As a former Commando, I learned that success depends on preparation, precision, and the ability to stay calm under pressure. Those same principles guide how I help my clients today.
I specialise in working with business owners and high-net-worth individuals who face the complex and often overwhelming task of securing their financial future. Just as every mission requires a clear plan, your wealth deserves a strategy that anticipates challenges, protects what matters, and positions you to thrive.
Here, trust is earned through action - by listening first, giving honest advice, and delivering results you can rely on. My goal is simple: to give you clarity, confidence, and the freedom to focus on what you do best, whilst knowing your future is in safe hands
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
