Matthew Walne

I'm an independent Lifestyle Financial Planner, Certified Financial Planner™, Chartered Wealth Manager, Registered Life Planner® and Managing Director of Santorini Financial Planning. As a Registered Life Planner®, my approach to financial planning differs to that of many other financial advisers. Traditionally, financial advice has focused on single transactions and the selling of financial products. I practice a more holistic type of financial planning, built around your long-term goals, known as Lifestyle Financial Planning. My aim is not to sell you financial products or advise you on single financial transactions but to help you implement all the changes you need to make to achieve the lifestyle you want. I have 28 years' experience working in financial services and was recently voted among the Top Rated Independent Financial Advisers in the country. I’m a member of: • The Personal Finance Society (PFS) • Chartered Institute of Securities and Insurance (CISI) • Kinder Institute of Life Planning I work with business owners, company directors, senior executives, partners in professional practices and those who have been widowed, to plan for the future and prepare for retirement. My main specialism is looking after owners of small family businesses who are typically five to ten years from retirement. I help people work out their exit strategy and retirement, turning their hard-earned capital into income that won’t run out. As a Registered Life Planner, I have earned the prestigious Registered Life Planner (“RLP®) designation. Earning this designation requires a strong commitment to the financial planning profession. Life Planners stand beside their clients and provide guidance and support where and when it is most needed. As Life Planners we genuinely care about the human being beside us and give people awareness and permission to live life to the fullest. If you would like lifestyle financial planning tailored to your life and goals for the future, please don't hesitate to get in touch. I'm happy to offer a no-charge initial consultation so you can get to know me and understand better how I may be able to help you.