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Matthew Walne:
Independent Financial Planner in Loughborough, Leicestershire

Matthew Walne:
Independent Financial Planner in Loughborough, Leicestershire

Matthew Walne:
Independent Financial Planner in Loughborough, Leicestershire

Matthew Walne is a Certified Financial Planner™, Chartered Fellow, Chartered Wealth Manager, and Registered Life Planner® at Santorini Financial Planning in Loughborough, Leicestershire. With over 25 years of experience in financial planning, Matthew specialises in helping business owners aged 50–60 build a personalised retirement plan and navigate the financial decisions surrounding business exit. Santorini is a CISI Accredited Financial Planning Firm™, one of only three in Leicestershire and one of 58 across the UK.

Matthew Walne is a Certified Financial Planner™, Chartered Fellow, Chartered Wealth Manager, and Registered Life Planner® at Santorini Financial Planning in Loughborough, Leicestershire. With over 25 years of experience in financial planning, Matthew specialises in helping business owners aged 50–60 build a personalised retirement plan and navigate the financial decisions surrounding business exit. Santorini is a CISI Accredited Financial Planning Firm™, one of only three in Leicestershire and one of 58 across the UK.


Far from simply talking suits, our team value friendship, relationships and seeing good people achieve their dreams, not making people rich.

Far from simply talking suits, our team value friendship, relationships and seeing good people achieve their dreams, not making people rich.
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Our role in your life.

Our role in your life.

Our role in your life.

Financial Planning is a hugely personal and relationship-based service.


Many people think that having a financial planner simply means focusing on the facts and the figures. This is not how we do things, and it’s not true.


A real financial planner should - alongside exploring your financial situation and the options available to you - be a central part of your life, understanding almost everything about you. It’s only when this is done properly that we can be a real transformation on peoples’ lives.

Financial Planning is a hugely personal and relationship-based service.


Many people think that having a financial planner simply means focusing on the facts and the figures. This is not how we do things, and it’s not true.


A real financial planner should - alongside exploring your financial situation and the options available to you - be a central part of your life, understanding almost everything about you. It’s only when this is done properly that we can be a real transformation on peoples’ lives.

Financial Planning is a hugely personal and relationship-based service.


Many people think that having a financial planner simply means focusing on the facts and the figures. This is not how we do things, and it’s not true.


A real financial planner should - alongside exploring your financial situation and the options available to you - be a central part of your life, understanding almost everything about you. It’s only when this is done properly that we can be a real transformation on peoples’ lives.

About Matthew Walne

About Matthew Walne

I am a Certified Financial Planner™, Chartered Fellow (Financial Planning), Chartered Wealth Manager, and Registered Life Planner® and was recently voted among the top rated Independent Financial Advisers in the country. I have 25+ years’ experience in financial services.

I enjoy spending time with my wife Jo and our two sons. As you might expect, we enjoy holidays to the Greek Islands and the laid-back lifestyle, great weather and, of course, the food.

I’m a lover of rock music, sci-fi films and reading books and also enjoy scuba diving, when on holiday. I’m PADI Open Water qualified. I’m passionate about sharks but, you’ll be glad to know, I don’t combine the two interests.

I am a Certified Financial Planner™, Chartered Fellow (Financial Planning), Chartered Wealth Manager, and Registered Life Planner® and was recently voted among the top rated Independent Financial Advisers in the country. I have 25+ years’ experience in financial services.

I enjoy spending time with my wife Jo and our two sons. As you might expect, we enjoy holidays to the Greek Islands and the laid-back lifestyle, great weather and, of course, the food.

I’m a lover of rock music, sci-fi films and reading books and also enjoy scuba diving, when on holiday. I’m PADI Open Water qualified. I’m passionate about sharks but, you’ll be glad to know, I don’t combine the two interests.

Matthew’s Qualifications and Professional Credentials

Matthew Walne holds the following professional qualifications:

  • Certified Financial Planner™ (CFP®): awarded by the Chartered Institute for Securities & Investment (CISI).

  • Chartered Fellow (FCSI): awarded by the Chartered Institute for Securities & Investment (CISI).

  • Chartered Wealth Manager: specialist designation covering advanced investment and wealth management.

  • Registered Life Planner® (RLP®): an internationally recognised qualification in life planning, focused on aligning financial decisions with the client’s deeper life goals.

About Matthew Walne

I am a Certified Financial Planner™, Chartered Fellow (Financial Planning), Chartered Wealth Manager, and Registered Life Planner® and was recently voted among the top rated Independent Financial Advisers in the country. I have 25+ years’ experience in financial services.

I enjoy spending time with my wife Jo and our two sons. As you might expect, we enjoy holidays to the Greek Islands and the laid-back lifestyle, great weather and, of course, the food.

I’m a lover of rock music, sci-fi films and reading books and also enjoy scuba diving, when on holiday. I’m PADI Open Water qualified. I’m passionate about sharks but, you’ll be glad to know, I don’t combine the two interests.

Matthew’s Qualifications and Professional Credentials

Matthew Walne holds the following professional qualifications:

  • Certified Financial Planner™ (CFP®): awarded by the Chartered Institute for Securities & Investment (CISI).

  • Chartered Fellow (FCSI): awarded by the Chartered Institute for Securities & Investment (CISI).

  • Chartered Wealth Manager: specialist designation covering advanced investment and wealth management.

  • Registered Life Planner® (RLP®): an internationally recognised qualification in life planning, focused on aligning financial decisions with the client’s deeper life goals.

My ideal trip.

My ideal trip.

My ideal trip.

You’ve got big dreams and things you want to achieve, and so do we. Here’s my ideal trip, which involves adventuring southern America and fitting a lifetime’s exploring in one fell swoop.
You’ve got big dreams and things you want to achieve, and so do we. Here’s my ideal trip, which involves adventuring southern America and fitting a lifetime’s exploring in one fell swoop.
You’ve got big dreams and things you want to achieve, and so do we. Here’s my ideal trip, which involves adventuring southern America and fitting a lifetime’s exploring in one fell swoop.

Why should you work with us?

Why should you work with us?

Fully Independent and Whole-of-Market

Santorini Financial Planning is fully independent and whole-of-market. This means the firm is not tied to any financial product provider, fund manager, or insurer and is free to recommend the most suitable solution from the entire market for each individual client. Santorini Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.

Evidence-Based Investment Philosophy

Santorini’s investment approach is grounded in academic evidence, including research recognised by the Nobel Prize in Economic Sciences. Rather than attempting to time markets or select individual stocks, the firm uses a diversified, low-cost investment strategy supported by decades of peer-reviewed data.

CISI Accredited Financial Planning Firm™

Santorini is one of only 58 CISI Accredited Financial Planning Firms™ in the UK, and one of only three in Leicestershire. This accreditation is awarded by the Chartered Institute for Securities & Investment to firms that meet the highest standards of professional practice, ethics, and client outcomes. Firms are assessed against a rigorous framework and must demonstrate consistent delivery of quality financial planning. Find the full list of accredited firms at cisi.org.

Verified Client Reviews: 4.9/5 on VouchedFor

Santorini holds a 4.9 out of 5 rating on VouchedFor, the UK’s independent financial adviser review platform. 100% of clients who reviewed us on VouchedFor said we were clear about our charges. Matthew has been named a Top Rated adviser by VouchedFor.

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.

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, I 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.

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Bob Moul

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Pete Henson

Get in touch today.

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

matthew@santorini-fp.co.uk

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, I 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.

Frequently Asked Questions
About Matthew Walne and Santorini Financial Planning

Frequently Asked Questions
About Matthew Walne and Santorini Financial Planning

What qualifications does Matthew Walne hold?

Matthew Walne is a Certified Financial Planner™ (CFP®), Chartered Fellow of the CISI (FCSI), Chartered Wealth Manager, and Registered Life Planner® (RLP®). He has over 25 years of experience in financial planning, specialising in retirement planning and business exit strategy for business owners in Loughborough and across Leicestershire.

Is Matthew Walne FCA regulated?

Yes. Santorini Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Independent financial advice in the UK must be provided by FCA-authorised firms, and Santorini acts as a whole-of-market independent financial planning firm.

What is the difference between a financial planner and a financial adviser?

A financial planner takes a comprehensive, goals-based approach to all aspects of a client’s financial life, including retirement, investments, tax planning, estate planning, and business exit, in a structured, ongoing process. A financial adviser typically focuses on recommending specific financial products. Santorini provides holistic financial planning rather than product-led advice.

How long has Santorini Financial Planning been operating?

Matthew Walne, who founded Santorini Financial Planning, has over 25 years of experience in financial services. He founded the firm with the specific aim of helping business owners in Loughborough and Leicestershire navigate the financial planning challenges that standard IFAs often overlook, including business exit planning and retirement readiness assessment.

Does Santorini Financial Planning work with clients outside Leicestershire?

Santorini primarily serves clients in Loughborough, Leicestershire, and the wider East Midlands region. In some circumstances the firm works with clients further afield. Contact the firm directly to discuss whether your situation is a fit.

Last updated: October 2026