We look for new perspectives

We surprise our clients by helping them see (often for the first time) what’s truly possible in their lives. We don’t just provide advice and useful information; we work with clients to help them transform how they use money to find fulfilment and achieve 'true wealth'.

We ask our clients for help

With our Client Advisory Board, our clients help to shape the future of our firm. That way, everything we do aligns with our clients’ best interests.

We’re not here to please

We don’t make promises to please and impress our clients. We provide honest and courageous advice to serve them for the rest of their lives. We don’t simply provide a service; we strive to astonish and delight our clients.

We can change your life

You run a small business in Leicestershire. Just like us.

When you started your business, you had a dream. Maybe you’re not in love with it as much as you were back then. Perhaps you need to let go a little. It’s not easy.

We can help you see what’s truly possible so you can live the life you want without having to worry about running out of money.

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Personal finance director

Our specialism is looking after YOU.

You’ve worked hard to build your family’s future. But sometimes you feel there aren’t enough hours in the day. Your family time is disappearing.

As your Personal Finance Director, we help make life that bit simpler and stress-free. We help you live the lifestyle you want. And we make sure you’re clear about what you can spend, without worrying about running out of money.

We do it using a unique approach that’s rooted in these principles:

  1. We look for new perspectives

We surprise our clients by helping them see (often for the first time) what’s truly possible in their lives. We don’t just provide advice and useful information; we work with clients to help them transform how they use money to find fulfilment.

  1. We ask our clients for help

With our Client Advisory Board, our clients help to shape the future of our firm. That way, everything we do aligns with our clients’ best interests.

  1. We’re not here to please

We don’t make promises to please and impress our clients. We provide honest and courageous advice to serve them for the rest of their lives. We don’t simply provide a service; we strive to astonish and delight our clients.

Find out more

What we do

We’re in the business of helping our clients find all-around health and well-being. We just happen to do this through practical financial planning.

As your Personal Finance Director, we make sure you can afford to achieve your goals – perhaps an exit strategy from your business, spending less time working and reducing stress.

You’ll find more balance and clarity. Spend time with family. Look after your health better. We’re always accessible and you’ll have peace of mind that your personal finances are in expert hands.

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About us

New clients often ask, why Santorini? It’s not an obvious name for a financial planning business.

Matthew Walne our Financial Planning Director explains:

“I fell in love with the Greek island of Santorini. The sunsets you see from the town of Oia where the sun falls into the Caldera Sea are stunning and tourists often applaud them! The white buildings perched on the cliff tops at Imerovigli and Fira and the famous blue domed churches scattered all over the tiny island are some of the other reasons why Santorini is a special island.

In September 2007 I married my beautiful wife Jo there so it holds a very special place in my family’s heart. I believe that family is the cornerstone of security, stability and happiness. I wanted to call the business after this important personal landmark in my life. 

I also believe that the purpose of Financial Planning is ultimately to help people to achieve goals and attain dreams… some of which they might never have thought possible”

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