Finance Awards 2021

34 | Finance Awards 2021 Company: Santorini Financial Planning Ltd Contact: Matthew Walne Email: Website: Santorini Financial Planning (SFP) Managing Director, Matthew Walne set up the company with the goal of helping clients to see (often for the first time) what is truly possible in their lives, to work with them to transform how they use their money to find fulfilment and achieve ‘true wealth’. Santorini Financial Planning helps clients achieve the future they have always dreamed of and it has been voted one of the Top Rated IFAs in the country. It is delighted to have qualified as both a Top Rated Adviser for Matthew Walne, and as a Top Rated Firm in 2021 by VouchedFor. The VouchedFor Top Rated guide was created to help identify the best financial partners and firms throughout the UK and was distributed in The Times. Matthew is a Chartered Wealth Manager and a Registered Life Planner, and he has recently passed the Level 7 Diploma in Advanced Financial Planning, which is the equivalent of a master’s degree. He has become a Certified Financial Planner™ professional, which is recognised globally as the gold standard for financial planning professionals. Matthew said, “Life planning focuses on the human side of financial planning. In life planning, a client’s deepest and most profound goals are discovered through a mindfulness-based process of structured and non-judgemental inquiry. Then, using a mix of professional and advanced relationship skills, we inspire clients to pursue their aspirations, discuss and resolve obstacles, create a concrete financial plan, and provide ongoing guidance as clients accomplish their objectives.” SFP’s investment solution is backed up by Nobel Prize-Winning economics and data from more than 50 years of research. It focuses on long- term results, minimising risk and management fees to ensure success that will comfortably fund Most Client-Focused Retirement Planning Firm - East Midlands its clients’ personal financial goals. The firm exists to make complex issues easy to understand. It takes the burden from its clients and allows them to enjoy their lives, confident that their finances are in expert hands. It looks after owners of small family businesses and senior executives, who are typically five to ten years from retirement. It helps them work out their exit strategy and retirement, turning their hard-earned capital into income that won’t run out. This is all while remaining honest and open about its fees and process from the outset. With its transparent charging structure, SFP’s clients can be confident they will never be surprised by any hidden costs. Being a firm that took pride in doing a lot of its work with clients face-to-face, it had to adapt quickly when the pandemic hit. It found the change to be a huge challenge, but it has been using Zoom for most of its meetings and started, where possible, to go paperless and use digital signatures. It has also streamlined its client journey process so that clients don’t suffer from paperwork overload. Ultimately, it’s easy to see how the firm has been awarded for being client-focused. It wants to make the process as easy as possible for the client, taking the burden of financial planning away so they can enjoy their lives, while making everything easy to understand and transforming the way they use money. To top it off, this is all done with an outstanding level of customer service and by being a company that people can trust and rely on. Oct21775