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4 Great Reasons you want an Investment Policy Statement

Santorini Financial Planning have created an Investment Policy Statement so our clients understand and have their own unambiguous record of Santorini’s investment philosophies, strategies and processes. Our aim is to help you make smart decisions about your money and,…

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Protecting your retirement income from inflation

Protecting your retirement income has never been more important. Rising inflation (3.3% RPI – Retail Prices Index), and therefore living costs, erodes the value of your income while you work. But the extent to which inflation can also affect…

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Financial planning v financial advice: is there a difference?

There is a common misconception amongst the public that financial planning and financial advice are one and the same thing. This has not been helped by the banks and building societies naming their in-house financial advisers financial…

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Cash ISAs – a valuable investment or a waste of time?

As you would imagine I often get asked about Cash ISA rates from my clients. I get the impression that the majority of people don’t understand the effects inflation has on their cash. Is cash still King?…

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Nobel Prize Winning Thinking for your investing anyone?

Santorini Financial Planning takes its responsibilities as a steward of its clients’ wealth very seriously, and has developed an approach to investing that strives to reach new levels of excellence in the industry. Underpinning this approach is…

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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…

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Retire 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…

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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…

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June 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…

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