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Kinder-inspired adviser Matthew Walne sets up planning firm

Pictured above: Matthew Walne

 

Leicestershire adviser Matthew Walne has set up a life planning business and is aiming to amass £5 million of assets under advice by the end of the year.

Matthew, a former adviser at Midlands firm Ashwood Law, named the firm Santorini Financial Planning and took 20 of his clients across with him.

He decided to leave Ashwood after just four months at the firm and start up his own business after attending George Kinder's life planning training sessions.

'When I went on the two-day and five-day Kinder course I spoke to other life planners and it became clear it [working at Ashwood] was not what I wanted. So in December I decided that was it and set out to make my dream a reality,' he said.

Matthew said the firm would be marketed as a financial planning business but that life planning would be a core proposition.

'Not everyone in it will be life planned but it is now the main way I like to do business,' he said. 'For some people life planning will be an option from within the service. But it will be integrated eventually with all clients even if that means they end up with a watered down version.'

Matthew will become a registered life planner in six months when he completes his training at the Kinder Institute.

Santorini, named after the Greek island where Matthew got married, will be part of the Financial Ltd network and operate out of Matthew's Leicestershire home.

 

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Article published by Midlands Business News on 7 April, 2011

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Articles submitted by Santorini Financial Planning:



  • Matthew Walne, earns Registered Life Planner® Designation from the Kinder Institute of Life Planning - click to read
  • Kinder-inspired adviser Matthew Walne sets up planning firm - click to read
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