Stefanie Price Wealth Planning is located in the heart of Olney and is committed to servicing the local community and surrounding areas with Financial Advice that you can trust.
We understand that ensuring a secure financial future, whether for yourself, your family or your business, often involves some of the most important and possibly most challenging decisions you will have to make. Sometimes, these important plans do not get the attention they may deserve and in many cases get ‘put off’ all together. Helping us to understand your and your family’s priorities and motivations enables us, together, to build a realistic plan that minimises the anxiety that these situations can create.
You will enjoy, as much as we do, the benefits of working face to face. This is invaluable as it allows us the get to know each other on a personal level, and in doing this we are able to help secure for you the financial future that you deserve.
Stefanie Price Wealth Planning is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products.
Visit the Stefanie Price website to read more.