Santorini Financial Planning

The VouchedFor Top Rated guide was created to help identify the best financial planners and firms throughout the UK. We're delighted to have qualified as both a Top Rated planner and as a Top Rated firm in 2021. Lifestyle planning is a vital but often neglected, aspect of financial planning. Failing to look at your lifestyle aspirations and goals will leave your plan incomplete and your finances less likely to deliver the results you want.

I am a Lifestyle Financial Planner and Registered Life Planner and was recently voted among the Top 200 Independent Financial Advisers in the country. I have more than 22 years' experience in financial services. After graduating from De Montfort University with an Honours degree in Economics, I found myself gravitating towards financial services because I enjoyed the mechanics behind how it all worked.

You may be wanting to retire early and wondering whether that's possible. Or you may have already reached retirement age but feel that your life is enhanced by working and wish to carry on for as long as possible. You may want a phased retirement; a chance to slow down, but remain employed in some capacity, as a consultant, for example.

For some people, planning for retirement comes easily; they've had a vision in their head for many years of what they'd like their retirement to look like. But for others, trying to picture the future is an altogether more difficult task. This is one of the first questions we ask clients when they access the Santorini Retirement Lifestyle Programme.

If life takes an unexpected or unwanted twist, the financial implications can be devastating. But whilst it might not be possible to protect yourself against the emotional impact of loss, it is possible to protect yourself and those you love from financial harm. Allows you to maintain your lifestyle and repay your debts should you become unable to work due to an accident or illness.