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.