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 is a reputable financial planning company located at Address: 78 Baum Dr, Mountsorrel, Rothley, Loughborough LE12 7XW, United Kingdom. They specialize in financial planning and offer additional services such as online appointments, on-site services, and more. The company has a strong online presence with their website at santorinifinancialplanning.co.uk.

Characteristics and Services

Specializes in financial planning
Offers online appointments
Provides 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 and Opinions

This company has received 6 reviews on Google My Business, with an impressive average rating of 5/5. Customers appreciate their expertise in financial planning and the wide range of services they offer. Many users have praised the company for being accessible and accommodating.

Summary

Santorini Financial Planning Ltd is a well-regarded financial planning company that offers a variety of services and accommodations to cater to diverse needs. Located in Loughborough, United Kingdom, and easily accessible, this company is a solid choice for those seeking financial guidance and support.

👍 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