The financial planning your clients would
thank you for.
The financial planning your clients would
thank you for.
Trusted by the professionals who know them best. Santorini works alongside accountants and other trusted advisers whose clients are reaching a moment where good financial planning makes a real difference to everything that comes next.
Trusted by the professionals who know them best. Santorini works alongside accountants and other trusted advisers whose clients are reaching a moment where good financial planning makes a real difference to everything that comes next.
Talk to Matthew →
Due diligence pack
Due diligence pack
A relaxed conversation, with no pressure and no obligation.
A relaxed conversation, with no pressure and no obligation.
Matthew Walne
Matthew Walne
Managing Director, CFP & Chartered Fellow
Managing Director, CFP & Chartered Fellow
Who we help
Who we help
The clients you would want to introduce to us.
The clients you would want to introduce to us.
We do our best work with people who have spent years building something that matters, and who are now thinking carefully about what comes next, for themselves and for the people they love. These are family-run and owner-managed business owners, usually around their fifties, with real wealth to look after and a significant decision on the horizon.
We do our best work with people who have spent years building something that matters, and who are now thinking carefully about what comes next, for themselves and for the people they love. These are family-run and owner-managed business owners, usually around their fifties, with real wealth to look after and a significant decision on the horizon.
RECOGNISE THEM — 01
RECOGNISE THEM — 01
Owners whose wealth is still tied up in the business, who are starting to wonder how best to draw it out and protect it.
Owners whose wealth is still tied up in the business, who are starting to wonder how best to draw it out and protect it.
RECOGNISE THEM — 02
RECOGNISE THEM — 02
People at a stage where decisions carry real weight: when to step back, how to fund the years ahead, and what to leave behind.
People at a stage where decisions carry real weight: when to step back, how to fund the years ahead, and what to leave behind.
RECOGNISE THEM — 03
RECOGNISE THEM — 03
Clients who value a long-term, personal relationship over a one-off transaction, much as they value the one they already have with you.
Clients who value a long-term, personal relationship over a one-off transaction, much as they value the one they already have with you.
When the fit is clear, a well-timed introduction is one of the most valuable things you can offer a client — confident retirement and exit planning, making sense of business sale proceeds, and looking after family wealth for the long term.
When the fit is clear, a well-timed introduction is one of the most valuable things you can offer a client — confident retirement and exit planning, making sense of business sale proceeds, and looking after family wealth for the long term.
Why Santorini
Why Santorini
Why professional connections introduce their clients to us.
1
1
We understand business owners, because we are business owners too.
We understand business owners, because we are business owners too.
We work especially well with owner-managed and family-run businesses for a simple reason: we are one ourselves. We understand the pressures, the priorities and the long-term decisions that come with building a company, because we live them too. That shared experience changes the conversation from the very first meeting.
We work especially well with owner-managed and family-run businesses for a simple reason: we are one ourselves. We understand the pressures, the priorities and the long-term decisions that come with building a company, because we live them too. That shared experience changes the conversation from the very first meeting.
2
2
We build relationships that last for the long term.
We build relationships that last for the long term.
Many of our clients have been with us for more than twenty years, and a good number of those relationships now span whole families. That reflects how we work, patiently and personally, with genuine care for the people in front of us. When you introduce a client to Santorini, you are introducing them to a relationship, not a transaction.
Many of our clients have been with us for more than twenty years, and a good number of those relationships now span whole families. That reflects how we work, patiently and personally, with genuine care for the people in front of us. When you introduce a client to Santorini, you are introducing them to a relationship, not a transaction.
3
3
Independent planning, with real technical depth.
Independent planning, with real technical depth.
We are independent, whole-of-market specialists with no products of our own to sell, so every recommendation is shaped around what is right for the client. Our lead planner, Matthew Walne, is a Certified Financial Planner and Chartered Fellow with more than twenty-seven years of experience, and Santorini is one of only a small number of Accredited Financial Planning Firms in the country. The expertise is serious. It simply never needs to shout.
We are independent, whole-of-market specialists with no products of our own to sell, so every recommendation is shaped around what is right for the client. Our lead planner, Matthew Walne, is a Certified Financial Planner and Chartered Fellow with more than twenty-seven years of experience, and Santorini is one of only a small number of Accredited Financial Planning Firms in the country. The expertise is serious. It simply never needs to shout.
Talk to Matthew →
Our process
How we work with the people you introduce.
When you introduce a client to us, nothing happens quickly or without their full understanding. We move at their pace, through a clear and considered process.
01
01
Get to know you
Get to know you
A relaxed first conversation about your client’s life, their hopes and what matters most. No cost and no obligation, until they choose to go on.
A relaxed first conversation about your client’s life, their hopes and what matters most. No cost and no obligation, until they choose to go on.
02
02
Understand the full picture
Understand the full picture
We gather everything that matters, across business, personal and family, so the plan is built on a complete view.
We gather everything that matters, across business, personal and family, so the plan is built on a complete view.
03
03
Map out the life they want
Map out the life they want
We help them picture the future clearly, then work back from it to a plan that makes it possible.
We help them picture the future clearly, then work back from it to a plan that makes it possible.
04
04
Make it happen
Make it happen
We put the plan into action, explain each step in plain language, and stay close as life changes. Where it helps, we keep you in the loop.
We put the plan into action, explain each step in plain language, and stay close as life changes. Where it helps, we keep you in the loop.
We are here to look after the financial planning, so you can stay focused on what you do best. We work alongside you, never in place of you.
Matthew’s book
Matthew’s book
Matthew’s book
It’s Not Just About The Money.
It’s Not Just About The Money.
It is built on the simple belief that runs through everything we do: money is important, but it isn’t everything. The book grew out of something deeply personal, and it shaped how Matthew sees later life.
It is built on the simple belief that runs through everything we do: money is important, but it isn’t everything. The book grew out of something deeply personal, and it shaped how Matthew sees later life.
It is built on the simple belief that runs through everything we do: money is important, but it isn’t everything. The book grew out of something deeply personal, and it shaped how Matthew sees later life.
Part practical guide and part gentle challenge, it gives readers clear tools to secure the essentials whatever the markets do, alongside the six themes Matthew calls the secrets to becoming free.
Part practical guide and part gentle challenge, it gives readers clear tools to secure the essentials whatever the markets do, alongside the six themes Matthew calls the secrets to becoming free.
The question isn’t “Will I have enough money?” The question is “Will I have enough life?”
The question isn’t “Will I have enough money?” The question is “Will I have enough life?”
— Paul Armson, pioneer of Lifestyle Financial Planning and author of “Enough?”
— Paul Armson, pioneer of Lifestyle Financial Planning and author of “Enough?”
For the clients you look after, the book is a warm and unsalesy way to understand how we think about later life. We are always happy to send a copy to you, or to anyone you feel would value it.
For the clients you look after, the book is a warm and unsalesy way to understand how we think about later life. We are always happy to send a copy to you, or to anyone you feel would value it.
Case studies
Case studies
Real stories, from real clients.
Case study
Case study
Retirement & exit planning
Retirement & exit planning
Placeholder card for a client story to follow.
Placeholder card for a client story to follow.
Case study
Case study
Business sale proceeds
Business sale proceeds
Placeholder card for a client story to follow.
Placeholder card for a client story to follow.
Case study
Case study
Family wealth for the long term
Family wealth for the long term
Placeholder card for a client story to follow.
Placeholder card for a client story to follow.
Case studies to follow. The full stories will be supplied as part of the due diligence pack and added here.
Case studies to follow. The full stories will be supplied as part of the due diligence pack and added here.
Case studies to follow. The full stories will be supplied as part of the due diligence pack and added here.
Due diligence
Due diligence
Everything you need to refer with confidence.
Introducing a client is a reflection of your own judgement, so we make it easy to do your due diligence first. Our pack brings together everything you need to feel sure about us before we ever speak.
Introducing a client is a reflection of your own judgement, so we make it easy to do your due diligence first. Our pack brings together everything you need to feel sure about us before we ever speak.
Download the due diligence pack ↓
A conversation is still the main step. This download is here for when you want the detail.
A conversation is still the main step. This download is here for when you want the detail.
Who we are
Who we are
Regulatory status & authorisation
Regulatory status & authorisation
How we Advise
How we Advise
Our investment approach
Our investment approach
Client Safeguards
Client Safeguards
Case studies
Case studies
Let’s talk
Let’s talk
We’re not money-focused.
We’re moment-focused.
If you have a client whose business or financial life is reaching a moment of change, we would love to hear from you. There is no pressure and no obligation. The first step is simply a conversation, the same warm and human one your client would have with us.
Talk to Matthew about working together →
Email: matthew@santorini-fp.co.uk
Connect on LinkedIn