Matthew Walne CFPโ„ข - Certified Financial Plannerโ„ขโ€™s Post

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Certified Financial Plannerโ„ข and Founder of Santorini Financial Planning | Helping business owners & senior executives to retire in confidence | Proudly voted VouchedFor Top Rated Adviser in 2021, 2022, 2023, 2024 โญ

๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐จ๐ฐ๐ง๐ž๐ซ๐ฌ, ๐๐จ๐งโ€™๐ญ ๐ญ๐š๐ค๐ž ๐–๐ข๐ฅ๐ฅ๐ฒ ๐–๐จ๐ง๐ค๐šโ€™๐ฌ ๐œ๐ก๐š๐ง๐œ๐ž ๐š๐ฉ๐ฉ๐ซ๐จ๐š๐œ๐ก ๐ญ๐จ ๐ฌ๐ฎ๐œ๐œ๐ž๐ฌ๐ฌ๐ข๐จ๐ง ๐ฉ๐ฅ๐š๐ง๐ง๐ข๐ง๐  While taking an unusual approach to succession planning worked in the novel Charlie and the Chocolate Factory, a survey suggests more than a third of businesses could place their legacy at risk by overlooking their long-term plan. Click the link in the comments to discover more.

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Matthew Walne CFPโ„ข - Certified Financial Plannerโ„ข

Certified Financial Plannerโ„ข and Founder of Santorini Financial Planning | Helping business owners & senior executives to retire in confidence | Proudly voted VouchedFor Top Rated Adviser in 2021, 2022, 2023, 2024 โญ

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