3 Best Financial Services in Charnwood, UK

I turned to Chesterton's for some re-mortgaging advice recently. From the outset, the levels of responsiveness and professionalism were exactly what I had hoped for. The advice I received was very detailed, well considered and tailored to my requirements. I'd like to thank the team for going 'above and beyond' in my case, helping me to understand and navigate the various and sometimes complex decisions I need to take. I always felt supported, and nothing was too much trouble. Information was delivered to me promptly, with courteous reminders from the ever-patient Jackie. We truly worked as a team to get things over the line. I would confidently recommend Alex and her team and will remain a client for years to come, I hope.

Chesterton House Mortgage Team provided me with an excellent service when obtaining a mortgage to purchase a property. Their team were diligent throughout the process and provided great customer service. I would highly recommend.

A warm and friendly team, coupled with professionalism, made for a confident and pleasant experience. Highly recommended.

I did my research on line to find a person &company who was client focused one who was local to myself & was proactive in looking after my finances with the good value attached as well as good access on line to view my finances from time to time which I now can do, also I looked at the ratings that Matthew had obtained on here & his ratings were excellent. So I set up a meeting with Matthew at his office in Barrow on Soar in a confidential environment at the outset of me moving some of my finances to him, Matthew was very good at giving me what I was looking for & more. He keeps in touch with me with financial information from time to time by email & Nucleus keeps me well informed on my finances whether its buying or selling together with a performance as well by email again. I have moved some of my finances this year to obtain the tax benefits for this tax year. In 2021 before tax year end I shall move some more of my finances over to Santorini Financial, when it is the right time to set up a meeting with Matthew & go through the options open to me. So if you are looking for a financial person to look after your monies & give you good honest opinions of what is right for you personally then look no further than Santorini Financial Planning & have a conversation with Matthew Walne.

If you have been put off from seeking financial advice because you think "they are all the same", you haven't met Matt. Not only is he a genuinely lovely man, he really, really knows his stuff!! He really takes the time to get to know his clients and understand them too, so he can help them achieve their goals, whatever they may be. We feel completely comfortable with Matt, trust him implicitly and are delighted with the service he provides. We cannot recommend him highly enough.

Matthew is exactly what I wanted from an IFA – knowledgeable, realistic, honest and good value for money. His service is very professional, and I can’t recommend him highly enough – especially considering my previous experiences dealing with other less reputable characters within the Financial Services industry. I genuinely believe he has his clients best interests at heart, so so will have a loyal client in me as a result. Thank-you Matthew, I appreciate everything you do for me.