FAQs

Typically, meetings are held at our office in Hoton, Loughborough, but we also host appointments via Zoom which means you don’t need to leave your home to participate in a meeting with us.

Yes, we have enough on-site parking for visitors. You will be notified of a dedicated parking space when you book your appointment.

No. Initial meetings are always held at our expense.

If there is something specific you would like Matthew to look at, then, by all means, bring it with you. You will not usually be asked to bring anything with you to the initial meeting.

No. There is no requirement or pressure to agree to anything at the initial meeting. Most people do, however, tend to make up their mind about whether to move forward or not at that meeting.

• Achieving the lifestyle you aspire to
• Answering your questions about your future
• Eliminating the worry about running out of money in your retirement
• Helping you get the most out of your money
• Allowing you to live for today, knowing that tomorrow is taken care of
• Peace of mind and confidence in your future
• Financial security
• Investments that provide an income
• Helping your children or children financially
• Protecting what is precious to you
• Ensuring you aren’t paying too much tax.

These are just some of the many benefits clients tell us they gain from financial planning! For more information on how financial planning could help you, contact us for a free initial meeting.

You can book an appointment online

Or contact the office on matthew@santorini-fp.co.uk or 01509 278620

Yes. That means I’m not tied to any one particular product or provider and that my recommendations are always and only based on what I believe to be in your best interests.

Yes, by the FCA. You can see our listing on the FCA register here.

Please see our Fees page for information on our charges.

No. We are an independent financial planning firm.

No.

Certified Financial Planner™

BA (Hons) 2.2 in Economics – De Montfort University

Level 7 Diploma in Advanced Financial Planning

Level 6 Certificate in Advanced Financial Planning

FP&A – Financial Planning and Advice

AF5 – Financial Planning Process

J05 – Pension Income Options

R08 – Pensions Update

R04 – Pensions & Retirement Planning

R03 – Personal Taxation

R02 – Investment Principles & Risk

R01 – Financial Services, Regulation & Ethics

SV1 – Savings & Investments

CF9 – Pensions Simplification

FA7 – Financial Services Products

FPC – Financial Planning Certificate

I’m a Chartered Member of the Chartered Institute of Securities & Investments (CISI)

I’m also a member of the following:

• Personal Finance Society (PFS)
• The Kinder Institute of Life Planning