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.
Broadly speaking, we can provide advice in the following areas:
- Help provide you with capital growth/maintaining the real value of your money
- Help provide you with an income
- Helping you retire comfortably
- Maintaining your family’s standard of living
- Advice for your business
We pride ourselves on excellence of service and above all integrity, building trusted relationships with families that strengthens through generations. Our advice is backed by the St. James's Place Guarantee, giving you further confidence and peace of mind of the service that we provide.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.