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The Santorini Approach
A Personal Approach to Financial Advice We’re so passionate about your financial plans supporting a real quality of life that our Director named the business after a very important personal landmark. Santorini is the name of a…
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How to build a personal savings portfolio
So you want to build a personal savings portfolio but don’t know where to start? We are all being encouraged to save for our futures, while at the same time many of us feel discouraged by low…
Read moreRetire or work on?
Lets’s face it the term retirement doesn’t mean what it used to! Figures released by the Office of National Statistics (ONS) in June 2013 show that there are now more than one million over 65s continuing to…
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Lifestyle Guide: A savings and satisfaction guide to holiday booking
Still wanting to go on holiday? Thinking about how you can afford it? Wondering how to get the best deal and save money? Here are our top ten tips for getting the best holiday for you and…
Read moreJuly Market Commentary
Introduction June saw the G8 summit taking place in Northern Ireland – but amid the talk of recession, tax evasion and the cost of the security, it was the fate of two men that…
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Barbados
Barbados is a relatively small island with huge appeal for visitors – well they do they say good things come in small packages! This beautiful Caribbean island has lots to offer those looking to escape the unpredictable…
Read moreJune Market Commentary
What was the old compliance wording? Markets can fall as well as rise? May was certainly the month when that was born out, with many of the major stock marching steadily upwards – only to suddenly have…
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Top Tips for Family Fun in the Sun
Summer will soon be here and planning the family holiday is on the horizon for many. You want to find that perfect place that will keep the kids amused but also provide the ideal haven for you…
Read moreHow to Choose Your Retirement Age
If you are concerned or confused about your pension as you approach retirement age, or possibly you are thinking about retiring and have a few questions, we may be able to help bring clarity to your situation. Choosing your…
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Santorini Financial Planning lead the way with one of the first BS8577 awards
Santorini Financial Planning have become one of just ten firms to be recognised with the BS8577 business standard. The award recognises the Loughborough-based firm’s dedication to providing an outstanding operational framework, enabling them to deliver…
Read moreMatthew Walne becomes 100th Financial Planner with ISO22222
Matthew Walne of Santorini Financial Planning has been recognised as the 100th UK Financial Planner to achieve ISO 22222 standard. The standard, issued by Standards International, recognises Financial Planners who reach a benchmark for high standards of financial advice.
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Most Pension Savers do not Review Pension Plans and Pots
According to a February 2013 survey of over 2,000 UK adults, conducted by YouGov on behalf of Duncan Lawrie Private Bank, 38% of respondents who are pension savers and who have at least one private pension pot, have…
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