Santorini Financial Planning is proud to announce that we’ve won a range of highly sought-after industry awards.
Spanning across five different categories, we were nominated for and have won the following awards:
- Financial Planning Service of the Year – Central England (Leicestershire) in the Prestige Awards
- Most Client-Focused Retirement Planning Firm – East Midlands in the SME Finance Awards 2021
- Retirement Planning Firm of the Year in the Corporate LiveWire Innovation & Excellence Awards 2022
- One of the Top Three Financial Services in Charnwood by Three Best Rated
- Best Sustainable Financial Planning Firm – Midlands in the Ethical Finance Awards 2022.
This remarkable haul goes to show just how far Santorini Financial Planning excels in providing high-quality advice that helps our clients to achieve their life goals.
In particular, these awards showcase our focus in providing retirement advice that’s truly focused on our clients and their lives. Our focus is always on the “what?” rather than the “how much?”, a style that means our clients can achieve true financial freedom.
It’s incredibly rewarding to be recognised for this approach and for the effort we put into the work we do for our clients.
And, while national awards are very welcome, it’s an enormous privilege be named as one of the top firms in our local area, too.
We’re very pleased that the independent experts at Three Best Rated can see the enormous effort we go to in helping the people of Charnwood to better understand and make the most of their finances.
Santorini and Matthew Walne achieve “Top Rated” status on VouchedFor
Additionally, VouchedFor has named Santorini Financial Planning as a “Top Rated Firm 2022”, also naming Matthew a “Top Rated Adviser 2022”.
VouchedFor is an independent review site where clients can provide feedback on the service they have received from their adviser, based on the quality of advice, service, and value.
Achieving “Top Rated” status is a huge accomplishment for both Matthew and the firm, demonstrating the immense value that Santorini Financial Planning brings to our clients’ lives.
Matthew is thrilled to see the positive response from both clients and industry bodies to his friendly and holistic style of financial planning.
“It’s nice to be recognised for all the hard work I do for my clients,” he said.
“I’ve spent 11 years building the business, none of which would have been possible without serving my clients exceptionally, year after year, and the support of my wife and children.
“I’m happy if my clients are happy. So, these awards mean a lot to me personally and professionally.”
Work with us
If you’d like financial planning assistance from an award-winning firm and planner, please get in touch with us at Santorini Financial Planning.
Email info@santorini-fp.co.uk or call 01509 278 620 to find out how we can help you reach your financial goals.
