Matthew Walne

Santorini Financial Planning Ltd / Financial Planning

I give small business owners and senior executives, in and around Leicestershire, clarity, peace of mind, security and control of their financial future so they can live the life they want.

I specialise in giving independent financial advice to small business owners.

Usually in their 50s and starting to think about the future our clients might be considering:

– Selling their business and therefore concerned about maximising its value while minimising the tax bill on sale
– Keeping their business, but slowly reducing their involvement
– Retiring completely, but are worried about having sufficient income in retirement

When they first approach me people are often disorganised, worried and stressed. Busy with their business, they often don’t have time to take a step back and consider the bigger picture. That means they put off facing up to issues which need addressing, while important decisions get delayed.

Company Information

Santorini Financial Planning Ltd

Contact Information

Phone 01509 278620