Santorini Financial Planning Ltd - Loughborough

Address: Unit 6, Santorini Financial Planning Ltd, 37 Old Parsonage Ln, Hoton, Loughborough LE12 5SG, United Kingdom.
Phone: 1509278620.
Website: santorinifinancialplanning.co.uk.
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Gender-neutral restroom, Restroom, Appointment required.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

Location of Santorini Financial Planning Ltd

1509278620

Santorini Financial Planning Ltd is a company dedicated to providing financial planning services. They are located in a convenient location at Address: Unit 6, Santorini Financial Planning Ltd, 37 Old Parsonage Ln, Hoton, Loughborough LE12 5SG, United Kingdom. The company can be easily contacted by phone at Phone: 1509278620.

Their website, Website: santorinifinancialplanning.co.uk, offers a wealth of information about their services and team. Santorini Financial Planning Ltd specializes in financial planning, making them a great choice for individuals and businesses seeking expert guidance in managing their finances.

One of the standout features of Santorini Financial Planning Ltd is their accessibility. They offer online appointments for those who prefer virtual meetings, as well as onsite services for those who prefer in-person consultations. The location is equipped with wheelchair accessible entrance, parking lot, and restroom, as well as a gender-neutral restroom, making it easy for people of all abilities to access their services. An appointment is required to ensure that each client receives the attention they deserve.

In terms of reputation, Santorini Financial Planning Ltd has received high praise from clients, with a media of opinion of 5/5 based on 6 reviews on Google My Business. This is a testament to their commitment to providing top-notch financial planning services.

Reviews of Santorini Financial Planning Ltd

Santorini Financial Planning Ltd - Loughborough

Richard Langran

5/5

I did my research on line to find a person &company who was client focused one who was local to myself & was proactive in looking after my finances with the good value attached as well as good access on line to view my finances from time to time which I now can do, also I looked at the ratings that Matthew had obtained on here & his ratings were excellent.

So I set up a meeting with Matthew at his office in Barrow on Soar in a confidential environment at the outset of me moving some of my finances to him, Matthew was very good at giving me what I was looking for & more.

He keeps in touch with me with financial information from time to time by email & Nucleus keeps me well informed on my finances whether its buying or selling together with a performance as well by email again.
I have moved some of my finances this year to obtain the tax benefits for this tax year.

In 2021 before tax year end I shall move some more of my finances over to Santorini Financial, when it is the right time to set up a meeting with Matthew & go through the options open to me.

So if you are looking for a financial person to look after your monies & give you good honest opinions of what is right for you personally then look no further than Santorini Financial Planning & have a conversation with Matthew Walne.

daniel wiskin

5/5

Matthew is exactly what I wanted from an IFA – knowledgeable, realistic, honest and good value for money.

His service is very professional, and I can’t recommend him highly enough – especially considering my previous experiences dealing with other less reputable characters within the Financial Services industry.

I genuinely believe he has his clients best interests at heart, so so will have a loyal client in me as a result.

Thank-you Matthew, I appreciate everything you do for me.

Gregg Collingham

5/5

Matt has been helping me plan for my retirement for a number of years - he is always professional and helpful. His information and advice is clearly expressed and has adapted well to changes in my requirements, both financial and personal.

Susan Johnson

5/5

Matthew is always calm and reassuring and gives clear sound advice!

Ellis Walne

5/5

Munna Choudhary

5/5