Business owners face retirement planning challenges that standard financial advice overlooks: no employer pension, assets tied up in the business, and a business exit that may be the largest financial event of their life. Santorini’s planners are business owners themselves, giving them direct, first-hand understanding of these challenges and the decisions involved.
We’re business owners ourselves, and that means we understand exactly what you’re going through, no matter what stage your business is at.
We know that you started your business because you wanted to be in full control of your future. We’re here to make sure that it becomes a reality for you.
When can I retire or slow down?
What will I do when I retire?
How much is enough?
Do I have enough already?
Can I afford to help out my children or grandchildren?
Are my family protected if I’m no longer here?
Should I downsize my property?
Can I save tax and retain my hard-earned income?
He opened my eyes to the possibility and gave me the confidence to take the leap.
Jon Langford
Matt didn’t come across as a normal financial services type of person.
Phil & Sharon Middleton
When I think about my finances now, I don’t worry.
Sue Johnson
Bob Moul
Pete Henson
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What financial planning services does Santorini Financial Planning offer?
Santorini Financial Planning offers independent financial planning for business owners in Loughborough and across Leicestershire. Services include retirement planning, wealth management, business exit strategy advice, cashflow modelling, and ongoing financial plan reviews. The firm uses a structured six-step Lifestyle Financial Planning process tailored to each client’s personal goals.
Who does Santorini Financial Planning work with?
Santorini works with business owners typically aged 50–60 who are approaching retirement and have assets exceeding £500,000. Many clients have wealth tied up in their business and need specialist advice on retirement readiness and business exit planning. The firm also works with couples where one or both partners own a business.
Is Santorini Financial Planning independent?
Yes. Santorini Financial Planning is an independent, whole-of-market financial planning firm, meaning it is not tied to any product provider and can recommend solutions from across the entire market. The firm is also a CISI Accredited Financial Planning Firm™, one of only three in Leicestershire, and acts solely in the client’s best interests at all times.
How much does Santorini Financial Planning charge?
Santorini charges a fixed planning fee (£2,000 for individuals, £2,500 for couples), a capped implementation fee (maximum £2,000), and an ongoing annual fee starting at 0.75% on the first £1 million of assets. These fees are verified as below the UK industry average by the NextWealth Fee Benchmarking Report 2026. The first Get to Know You meeting is free with no obligation to proceed.
What is a CISI Accredited Financial Planning Firm?
A CISI Accredited Financial Planning Firm™ is a designation awarded by the Chartered Institute for Securities & Investment (CISI) to firms meeting the highest standards of ethics, professionalism, and client service in financial planning. Santorini is one of only 58 such firms across the UK and one of only three in Leicestershire.
Where is Santorini Financial Planning based?
Santorini Financial Planning is based in Loughborough, Leicestershire. The firm serves clients across Leicestershire and the surrounding East Midlands region, with a particular specialism in financial planning for business owners approaching retirement.
Last updated: October 2026