Santorini Financial Planning Ltd

Independent Financial Adviser  35-37 High Street, Loughborough, Leicestershire, LE12 8PY
First meeting at adviser's own cost
We’re a lifestyle financial planning firm based in Leicestershire. We provide independent financial advice for Leicestershire’s small business owners and senior execs who are on the road to retirement or sale.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
9.0/10
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FCA authorised
Last authorised 11th January 2021
Meet our advisers
Matthew Walne BA (HONS) DipPFS Cert CII (FS) RLP
Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

What our clients say
If you have been put off from seeking financial advice because you think “they are all the same”, you haven’t met Matt. Not only is he a genuinely lovely man, he really, really knows his stuff!! He really takes the time to get to know his clients and understand them too, so he can help them achieve their goals, whatever they may be. We feel completely comfortable with Matt, trust him implicitly and are delighted with the service he provides. We cannot recommend him highly enough.
Jackie Clark, Director of A&G Chemdry, Nottingham
“My wife and I have used Matthew for some time, and have always found him to be honest and sincere. He has always been punctual, flexible, and has advised us , in navigating the complex world of financial investments. We have always respected his integrity.”
Mike Spriggs, Managing Director, Michael Spriggs Agencies Ltd, Leicester
“If you want to see the future of the way financial advice will be delivered in the UK you need look no further than Matthew Walne. He has an intense desire to do his best for his clients and make sure that they get the best. His client caring approach shown through his dedication to life planning is the approach that will become the norm. Unlike many of today’s advisers whose average age is 55 plus Matthew is still in his thirties and over the next 20 years when the majority of today’s advisers will no longer be operating Matthew will still be there providing the vision to others to follow on how to do the job right!”
Alan Moran, Owner, Interface Financial Planning Limited, taught Matthew at The Kinder Institute of Life Planning, UK
“Matthew has been an excellent all-round adviser, we’ve made one or two changes to my arrangements and also my circumstances have changed too over the years. At each stage, he has given clear explanations and clear advice, enabling me to make informed choices. His broad knowledge is excellent.”
Gregg Collingham, Divisional Manager of TLC Midlands, Leicestershire
“Matthew has given clear and effective advice, taking the time and trouble to put in place a long term financial plan. He has been honest and open. He has been very transparent about his charges and offered to undertake any research requested without hesitation.”
David Simmons, Managing Director of Sinbad Plant Ltd, Nottingham
“I find Matthew very helpful and friendly. All questions are answered very thoughtfully. His subject research and knowledge is excellent and his advice very sound.”
Mike Clark, Managing Director of A&G Chemdry, Nottingham
“I really like Matthew’s approach with financial planning. Thinking about what the end goal is that you want to achieve and then Matthew doing the work to figure out how best to achieve it. It’s a win win relationship really as the client gets what they need ultimately and Matthew makes a living!”
Rachael Wigginton, Managing Director of Bluebird Communications Ltd, Leicester
“I can strongly recommend Matthew as my Lifestyle Financial Planner. He provides a clear projection of future needs and requirements, and allows clear and timely planning to ensure that personal targets are met or exceeded.”
Aileen Webster, Commercial Director of A & J Carter Ltd, Leicester
My Dreams Are Now Just Months Away. My Work With Matthew Helped Transform Them Into Reality… “Matthew helped give me the confidence to walk out of my Managing Director’s role – without concern or fear – at the age of 65. Now living our dreams is non-negotiable. Instead of being consumed by business we can focus on our relationships. All of this has come about as a result of my work with Matthew. And it’s clear to me that “Santorini” is more than just a business – it’s a way of seeing life differently.”
Kevin Lock, Managing Director of Reprotec Connect For Ltd, Nottingham
This Has Freed Up 15 years of My life! “Our revealing and inspiring conversations with Matthew showed us that I really can escape my stressful role as Managing Director! Not in 5 years. But now. Today! What a relief, not to have to grind through a further 5 years of boredom. With this new perspective on life, I’m finally free to choose a job which I love, even if it means earning less money. I feel truly liberated!”
Jon & Heidi Langford, Loughborough
Life Changing Events Are Now a Certainty For Us… “I’m always intrigued and surprised by the way that Matthew is able to get behind the discussion of money… and understand what is really, truly important to us. What previously were mere ambitions are now viable and tangible realities. We’ve carved out more time to spend in our new holiday home in Portugal. And my wife is free to leave her job in the police force and set up her own interior design business. It makes you think how much of life Louise and I would have missed had we never met Matthew!”
Dave & Louise, Leicester
About us

We help business owners, company directors, senior executives, partners in professional practices and those who have been widowed, to plan for the future and prepare for retirement. Our clients are typically aged between 50 and 60 years old and would like professional advice on how to achieve the best life from the money they have and maintain their desired lifestyle.

We help people answer questions such as:

When can I retire or slow down?
What will I do when I retire?
How much is enough?
Do I have enough already?
Can I afford to help out my children or grandchildren now?
What impact would it have on my family if I died or became ill?
Should I downsize my property?
Can you save me tax?

Lifestyle planning is a vital but often neglected, aspect of financial planning. Failing to look at your lifestyle aspirations and goals will leave your plan incomplete and your finances less likely to deliver the results you want. As a Registered Life Planner® with The Kinder Institute of Life Planning, Matthew is trained to look at the whole picture.

Our services

We are independent, unbiased and impartial. We will only ever act in your best interests. That means no hard sell. As independent financial planners, we have unrestricted access to the whole of the market. That means you know if we recommend something to you, it’s solely because we think it is right for you.

We are the only company in Leicestershire to have been awarded the British Standard BS8577 for Financial Planning, demonstrating our commitment to gold standard service. Both Which? and the Money Advice Service direct consumers who need a financial planner to Standards International’s list of firms certified to British Standard BS 8577.

Our investment planning solution is backed up by Nobel Prize-Winning economics and data from more than 50 years of research. We focus on long-term results, minimising risk and management fees to ensure success that will comfortably fund your personal financial goals.

Where to find us
Head office address: 35-37 High Street, Barrow Upon Soar, Loughborough, Leicestershire, LE12 8PY
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 11th January 2021

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WE ARE OPEN AS USUAL VIA CALL /VIDEO CONFERENCING/SCREEN SHARING DURING THE COVID19 CRISIS. Leading firm of independent financial advisers in the East Midlands, offering a high-quality and competitive service to individuals and businesses.