Financial Planning for
creating more moments

We give business owners a clear path to follow, which will give them clarity and confidence to know they will have enough in retirement.

Book a discovery meeting

We work best with

busy folk.

Our financial planning has primarily been designed to help busy business owners who are thinking about retiring to secure their future and look forward to it.

We work best with

busy folk.

Our financial planning has primarily been designed to help busy business owners who are thinking about retiring to secure their future and look forward to it.

Our clients are typically aged between 50-60 years old.

We tend to work best with business owners who have been successful.

Most of our clients are thinking about retirement in the near future.

Our clients usually have assets of at least over £500k.

Our clients are typically aged between 50-60 years old.

We tend to work best with business owners who have been successful.

Most of our clients are thinking about retirement in the near future.

Our clients usually have assets of at least over £500k.

Why do we work with
business owners?

We’re business owners ourselves, and that means we understand exactly what you’re going through, no matter what stage your business is at.

We know that you started your business because you wanted to be in full control of your future. We’re here to make sure that it becomes a reality for you.

0:00 / 0:00

Financial plans to

answer life’s
huge questions.

We don’t just look at your finances - our financial planning focuses first on what you want to achieve, and we then reverse engineer a way to get there.

Financial plans to

answer life’s
huge questions.

We don’t just look at your finances - our financial planning focuses first on what you want to achieve, and we then reverse engineer a way to get there.

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?

Are my family protected if I’m no longer here?

Should I downsize my property?

Can I save tax and retain my hard-earned income?

Our story.

Watch our quick video to find out the story of Santorini Financial Planning, and why we decided to help the people we do.

Watch

Over 25 years of experience.

We’ve been working with clients for over two decades, and have created lifelong, strong relationships with those families.

Our financial planner, Matthew, is a Certified Financial Planner, and we are one of just 3 Accredited Financial Planning FirmsTM in Leicestershire and 58 firms across the UK.

Over 25 years of experience.

We’ve been working with clients for over two decades, and have created lifelong, strong relationships with those families.

Our financial planner, Matthew, is a Certified Financial Planner, and we are one of just 3 Accredited Financial Planning FirmsTM in Leicestershire and 58 firms across the UK.

What our clients say.

Our purpose is to give you a clear path to follow, which will give you clarity and confidence so you know that you will have enough in retirement.

He opened my eyes to the possibility and gave me the confidence to take the leap.

Jon Langford

Matt didn't come across as a normal financial services type of person.

Phil & Sharon Middleton

When I think about my finances now, l don't worry

Sue Johnson

Real clients. Real Stories.

Bob and Pete kindly shared their experiences of working with us - no scripts, no prompts, just honest stories.

0:00 / 0:00

Bob Moul

0:00 / 0:00

Pete Henson

Get in touch today.

Leave us a message below about your situation, and we'll get back in touch with you shortly.

Financial Planning forcreating more moments

Financial Planning forcreating more moments

Financial Planning forcreating more moments

We give business owners a clear path to follow, which will give them clarity and confidence to know they will have enough in retirement.

We give business owners a clear path to follow, which will give them clarity and confidence to know they will have enough in retirement.

Book a discovery meeting

We work best with

busy folk.

busy folk.

We work best with

busy folk.

Why do we work withbusiness owners?

Why do we work withbusiness owners?

Why do we work withbusiness owners?

Financial plans to

answer life’s huge questions.

answer life’s huge questions.

Financial plans to

answer life’s huge questions.

Our story.

Our story.

Watch our quick video to find out the story of Santorini Financial Planning, and why we decided to help the people we do.

Watch our quick video to find out the story of Santorini Financial Planning, and why we decided to help the people we do.

Watch

Over 25 years of experience.

Over 25 years of experience.

We’ve been working with clients for over two decades, and have created lifelong, strong relationships with those families.Our financial planner, Matthew, is a Certified Financial Planner, and we are one of just 3 Accredited Financial Planning FirmsTM in Leicestershire and 58 firms across the UK.

We’ve been working with clients for over two decades, and have created lifelong, strong relationships with those families.Our financial planner, Matthew, is a Certified Financial Planner, and we are one of just 3 Accredited Financial Planning FirmsTM in Leicestershire and 58 firms across the UK.

Over 25 years of experience.

We’ve been working with clients for over two decades, and have created lifelong, strong relationships with those families.Our financial planner, Matthew, is a Certified Financial Planner, and we are one of just 3 Accredited Financial Planning FirmsTM in Leicestershire and 58 firms across the UK.

What our clients say.

What our clients say.

Our purpose is to give you a clear path to follow, which will give you clarity and confidence so you know that you will have enough in retirement.

Our purpose is to give you a clear path to follow, which will give you clarity and confidence so you know that you will have enough in retirement.

Real clients. Real Stories.

Real clients. Real Stories.

Bob and Pete kindly shared their experiences of working with us - no scripts, no prompts, just honest stories.

Bob and Pete kindly shared their experiences of working with us - no scripts, no prompts, just honest stories.

Get in touch today.

Get in touch today.

Financial Planning for
creating more moments

Financial Planning for
creating more moments

Financial Planning for
creating more moments

Why do we work with
business owners?

Why do we work with
business owners?

Why do we work with
business owners?

answer life’s
huge questions.

answer life’s
huge questions.

answer life’s
huge questions.