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Santorini Financial Planning Leicester

If you are looking for a financial adviser in Leicester, then look no further. Santorini Financial Planning is a financial planning service in Leicester that helps you to get most out of your life. It has been set up by Matthew Walne who graduated from De Montfort University in 1996 with a degree in Economics. Mathew earned a prestigious Registered Life Planner designation from the Kinder Institute of Life Planning. His Santorini Financial Planning Ltd is an independent Leicester financial adviser, specialising in financial life planning and fee based wealth management.

Matthew strongly believes that his clients� dreams are the heart of wealth management. Instead of focusing on growing money for its own sake, Santorini Financial Planning lends the clients a hand to plan the amount of money they need to facilitate their lives.

At Santorini, financial adviser Leicester Mathew helps to identify the desired lifestyle of his clients and helps them to plan, achieve and maintain their dream life. He helps his clients to overcome the fear of ever running out of money. The unique feature of financial adviser Leicester in Santorini is that they provide the answers to the anxious questions of clients such as �what I have to do to ensure I never run out of money?� �How much I need to earn, save to lead my dream lifestyle?� etc.. Thus, Santorin provides a good idea to their clients where they are heading.

The financial adviser Leicester Company is named after a Greek Island, Santorini which holds significance for Matthew and his family. In order to achieve your dream, they developed three stage processes. They are life planning, financial planning and independent financial advice. The Santorini approach is unique. Financial adviser Leicester first discusses life planning with clients by helping clients to identify their aim and dreams that is followed by financial planning. This three stage process ends up with an independent financial advice to the clients in order to create a plan to accomplish their dream. After having the personal financial plan only they recommend investment products that support personal financial plan. Thus, by knowing the aim of your life and what you want to achieve, Santorini financial advisors Leicester provide the support you need to accomplish you life goal by helping to create a working plan with their extensive knowledge base and experience.

Simply, if you want to lead a life without regrets, Santorini Finance Planning Ltd is the absolute pick. It is a personable, refreshing and honest financial advice service. It supports your life and ensures your comfortable living in retirement.

Website:

Santorini Financial Planning Ltd? 19 Strathern Road Leicester, LE3 9QA 0116 235 5733