Case studies

Read about our clients’ experiences of working with us, in their own words.

SEMI-RETIRED

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

Jon Langford

client since 2014

WIDOWED

When I think about my finances now, I don’t worry

Sue Johnson

client since 2015

PLANNING FOR RETIREMENT

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

Phil & Sharon Middleton client since 2018

RETIRED

Matthew is always accessible.

Richard Langran

client since 2019

Get in touch

PHONE

01509 278 620

info@santorini-fp.co.uk

ADDRESS

78 Baum Drive,
Mountsorrel,
Loughborough,
LE12 7XW

APPOINTMENT

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Santorini Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority (https://register.fca.org.uk).
FCA Registration No: 585145

Registered in England and Wales, company registration number 7472685.
Registered Address: 78 Baum Drive, Mountsorrel, Loughborough, LE12 7XW

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change, content of the website may not reflect the latest changes. Santorini Financial Planning Ltd is not responsible for the content of external links.

If our clients have cause for a complaint and are not satisfied with the outcome of their complaint, they will have the right to refer it to the Financial Ombudsman Service, free of charge, at The Financial Ombudsman Service Exchange Tower, London E14 9SR, or by going to their website www.financial-ombudsman.org.uk

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