3 Financial Planning firms achieve Accredited status
- Tuesday, 18 July 2023
- Articles
Three Financial Planning businesses have joined the CISI's exclusive list of Accredited Financial Planning Firms (AFPF).
Read more...My Business: Santorini Financial Planning, Leicester
- Monday, 30 December 2013
- Insight & Analysis
Each month Financial Planner interviews a leading Financial Planner to ask him or her to share best practice from their business and
the story of how they built their company. This issue we talk to Matthew Walne who set up Santorini Financial Planning in Leicestershire in 2011.
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Matthew Walne becomes 100th Financial Planner with ISO22222
- Tuesday, 07 May 2013
- Articles
Matthew Walne of Santorini Financial Planning has been recognised as the 100th UK Financial Planner to achieve ISO 22222 standard.
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