Santorini Financial Planning Ltd - Loughborough

Address: 78 Baum Dr, Mountsorrel, Rothley, Loughborough LE12 7XW, United Kingdom.

Website: santorinifinancialplanning.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Assistive hearing loop, Wheelchair-accessible seating, Wheelchair-accessible toilet, Gender-neutral toilets, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Santorini Financial Planning Ltd

Santorini Financial Planning Ltd 78 Baum Dr, Mountsorrel, Rothley, Loughborough LE12 7XW, United Kingdom

⏰ Open Hours of Santorini Financial Planning Ltd

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Santorini Financial Planning Ltd

Santorini Financial Planning Ltd is a prominent financial planning company located at 78 Baum Dr, Mountsorrel, Rothley, Loughborough LE12 7XW, United Kingdom. This company specializes in providing comprehensive financial planning services to its clients.

The company offers a range of services, including online appointments, on-site services, and wheelchair accessibility. Their facilities include a wheelchair-accessible car park, entrance, assistive hearing loop, seating, and toilets. They also provide gender-neutral toilets and toilets for their clients. It is recommended to make an appointment before visiting the company.

Santorini Financial Planning Ltd has received positive reviews from its clients. On Google My Business, the company has accumulated 6 reviews with an average rating of 5/5, indicating high customer satisfaction.

Specialties: Financial planner.

Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Assistive hearing loop, Wheelchair-accessible seating, Wheelchair-accessible toilet, Gender-neutral toilets, Toilet, Appointment required, Appointments recommended.

👍 Reviews of Santorini Financial Planning Ltd

Santorini Financial Planning Ltd - Loughborough

Richard L.

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 W.

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 C.

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 J.

5/5

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

Ellis W.

5/5

Munna C.

5/5