Santorini Financial Planning

At Santorini Financial Planning, we are dedicated to helping individuals and families achieve their financial goals and create a secure and fulfilling future. Our team is led by Matthew, a highly experienced financial planner with over 22 years of experience in the industry. Matthew's passion is helping people plan for their futures, and he is committed to providing expert guidance and support every step of the way.

Our Story

Matthew's journey into financial planning began over two decades ago, when he realized that many people were struggling to make sense of their finances and plan for the future. He was driven by a desire to help people achieve their goals and create a more secure and fulfilling lifestyle. With a firm commitment to excellence, Matthew built his business on a foundation of trust, integrity, and professionalism.

Our Services

At Santorini Financial Planning, we offer a wide range of services designed to help individuals and families achieve their financial goals. Our services include:

• Personal Financial Planning: We work with individuals to create a personalized financial plan tailored to their unique needs and goals.
• Investment Management: Our team is trained to manage investments that align with our clients' financial goals and risk tolerance.
• Retirement Planning: We help individuals plan for a secure and fulfilling retirement, ensuring they have enough income to maintain their lifestyle.
• Tax Planning: Our team helps clients minimize their tax liability and maximize their wealth.
• Estate Planning: We help individuals plan for the distribution of their assets after they pass away, ensuring their wishes are respected.

Why Choose Us?

At Santorini Financial Planning, we pride ourselves on our reputation for excellence and commitment to our clients. We have been recognized as a Top Rated firm on VouchedFor, Accredited Financial Planning Firm, and RQ Certified. We have a proven track record of delivering exceptional service and achieving outstanding results.

Our Clients

We have had the pleasure of working with many clients, each with their unique needs and goals. We have helped individuals plan for retirement, achieve financial independence, and create a secure and fulfilling future. Read our case studies to learn more about our clients' stories.

Our Process

At Santorini Financial Planning, we understand that every individual is unique, with their own financial goals and aspirations. Our team is dedicated to providing personalized service and support every step of the way. We take the time to understand our clients' needs, goals, and concerns, and develop a customized plan tailored to their individual circumstances.

Meet Matthew

Matthew is the founder and principle of Santorini Financial Planning. With over 22 years of experience in the industry, Matthew is a highly respected financial planner and investment manager. He is committed to providing exceptional service and support to his clients, and is dedicated to helping individuals and families achieve their financial goals.

Get in Touch

If you're ready to take control of your finances and create a secure and fulfilling future, we invite you to contact us. Our team is dedicated to providing expert guidance and support every step of the way. We look forward to working with you.