Skip nav
Santorini Financial Planning Ltd

The Kinder Institute of Life Planning has announced that Matthew Walne, founder of Santorini Financial Planning Ltd, based in Leicestershire, has earned the prestigious Registered Life Planner (“RLP®) designation. Earning this dedication requires a strong commitment to the financial planning profession, completion of a five-day residential training program, and a six-month practicum involving peer review with mentor coaching and supervision.

The Kinder Institute’s mission is to teach planners and advisers the relationship skills and methodology of Life Planning. Life planning is the human side of financial planning. Life planning seeks to discover the deepest and most profound goals of a client through a process of listening and inquiry. Then, using a mix of professional and relationship skills the experienced life planner, along with the client, resolves obstacles to the client’s goals, creates a plan, and guides the client to the accomplishment of their...

Read full release

Image Channel