Santorini Financial Planning Ltd - Loughborough

Address: 78 Baum Dr, Mountsorrel, Rothley, Loughborough LE12 7XW, United Kingdom.
Phone: 1509278620.
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, Toilets, Appointment required.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Santorini Financial Planning Ltd

☎️1509278620

⏰ 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: Un equipo de planificación financiera de confianza en el corazón de Leicestershire

La Santorini Financial Planning Ltd se encuentra ubicada en el corazón de Rothley, en el condado de Leicestershire, Reino Unido, en la dirección 78 Baum Dr, Mountsorrel, Rothley, Loughborough LE12 7XW. Puede contactarlos al teléfono 1509278620 para obtener más información o visitar su página web en https://santarinifinancialplanning.co.uk/.

Características y servicios

La empresa se especializa en planificación financiera, ofreciendo servicios personalizados para ayudar a sus clientes a alcanzar sus metas financieras. Su equipo de expertos en finanzas está comprometido con brindar asesoramiento confiable y objetivos para ayudar a las personas y las familias a tomar decisiones informadas sobre su patrimonio.

Conveniencias y accesibilidad

La empresa cuenta con varias comodidades para garantizar una experiencia cómoda y accesible para todos sus clientes. Algunas de estas comodidades incluyen:

Horarios de citas en línea: se puede agendar citas en línea para conveniencia y comodidad.

Servicios en sitio: la empresa ofrece servicios en su localidad.

Estacionamiento accesible para sillas de ruedas: hay un estacionamiento accesible para personas con discapacidad.

Acceso accesible para sillas de ruedas: la entrada y el interior del edificio están diseñados para ser accesibles para personas con discapacidad.

Ciclo de audio asistido: hay un ciclo de audio asistido para personas con dificultades auditivas.

Asientos y aseos accesibles para sillas de ruedas: hay asientos y aseos accesibles para personas con discapacidad.

Aseos de género neutro: hay aseos de género neutro para todos los clientes.

Aseos: hay aseos disponibles.

Opiniones de la comunidad

La Santorini Financial Planning Ltd tiene 6 reseñas en Google My Business, con una media de 5/5 estrellas. Esto indica que la empresa está comprometida con la satisfacción de sus clientes y está dedicada a brindar un servicio excepcional.

Recomendación

Si está buscando un equipo de planificación financiera confiable y accesible, la Santorini Financial Planning Ltd es una excelente opción. Con su experiencia y habilidades en planificación financiera, pueden ayudar a las personas y las familias a alcanzar sus metas financieras. Visite su página web en https://santarinifinancialplanning.co.uk/ para obtener más información y programar una cita. No dude en contactarlos para obtener asesoramiento financiero personalizado y tomar el primer paso hacia un futuro financiero más seguro y próspero.

👍 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