An Associate Partner Practice of St. James's Place Wealth Management
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Stefanie Price CertPFS DipFA

Cert PFS

Our business vision is to be the financial adviser of choice, by way of reputation, in Olney and surrounding areas. To educate and inspire people to improve their future and future wealth, through easy, realistic financial planning.

About

Providing face-to-face financial advice for over 10 years has brought me much experience in helping people achieve the priorities they have for themselves and their families.

Outside of my business, I am a dedicated wife to Stephen and mother of three young boys, Oscar, Tristan and Felix. I very much understand the pressures of the modern world, especially on our time and financial resources; I believe that it is ever more important to ensure that someone like myself is there to provide advice, as and when needed, so that you are able to have the financial security that you deserve.

My family and I enjoy being involved with many of the local sporting clubs and Stefanie Price Wealth Planning is a keen sponsor of both Olney Rugby Football Club and Olney Tennis Club. It is important for us to give something back to our local community as we are also very well supported here.

Promotions

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We have many years of experience in wealth management and we are dedicated to your financial well-being.

My team are dedicated to your financial well-being.

Charlotte Walters DipFA, CeMAP

Financial Consultant

Nick Henson

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Michelle Woolridge

Administrator
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Margot De Groote

Personal Assistant

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Testimonials

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Stefanie offered me some financial options, which were clear and concise. Stefanie’s approach is professional, knowledgeable and friendly and she gives confidence in what can be sometimes a confusing world of personal financial planning – making decisions easier for the individual.
Mary Warrilow |Clinical Nurse Specialist – Joint Managing Director, Cleobury Mortimer
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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice 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. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.