Your journey with us

The following pages are designed to provide you with more information on how we work and the benefits of our approach.

Financial planning explained

Find out more about our approach to financial planning and how it helps our clients achieve their goals.

Read more

Our investment philosophy

Discover more about our approach to investing and how it helps our clients yield the results they need.

Read more

Our process

Understand more about the six steps of the Santorini Lifestyle Retirement Programme client journey.

Read more

Case studies

He opened my eyes to the possibility and gave me the confidence to take the leap.
Jon Langford
client since 2017
When I think about my finances now, I don’t worry
Sue Johnson
client since 2015
Matt didn’t come across as a normal financial services type of person.
Phil & Sharon Middleton client since 2019
Matthew is always accessible.
Richard Langran
client since 2019

Get in touch

ADDRESS

35-37 High Street
Barrow upon Soar
Loughborough
Leicestershire
LE12 8PY