Testimonials

“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.”

“Stefanie provides me with a very personalised service and takes the time necessary to really understand my overall financial plan and situation – any advice is given in the context of this. I would recommend Stefanie to my friends and family.”

“Stefanie’s thorough and professional approach, coupled with her in-depth knowledge of the products that would be right for us as a family, filled us with confidence and reassured us that we were covered comprehensively, but not paying for something that we didn’t need.

We have already recommended Stefanie to friends and will not hesitate to do so again.”

“Stefanie very quickly understood that we needed both income protection and the opportunity for income growth. She understood that we needed to balance our existing pension provision with a completely different current work position. Importantly she was able to advise on the tax benefits of employer vs employee pensions and the ability to protect the future benefits through trusts*.”

“Stefanie translates services into layman’s terms very well and was able to explain all options in a way that made decision making easier.

We feel more secure about our future and that in case of disaster we will be financially ok.

I have the most utmost respect for Stefanie’s expertise and maturity and would be absolutely sure that anyone I recommend would be in good hands.

Stefanie is fabulous, both personally and professionally.”

“Stefanie is very easy to talk to and explains everything in simple terms, no jargon. I would definitely recommend her to friends and family etc.”

“Stefanie is very trustworthy and never pressurises you into any service you don’t want or need. She looks after her clients. I feel she is a friend more than a financial adviser.”

“Running a business and having a young family I was very fortunate to find Stefanie Price Wealth Planning. Stefanie’s subject knowledge and professional approach, coupled with her understanding of my specific goals, has so far been invaluable and will no doubt continue to be for many years. Thank you.”

“Stefanie provides a comprehensive service and advice tailored to individual needs.

Nothing is too much trouble and all options are clearly and fully explained.

Regular reviews with her keep things up to date and enable me to plan the future with confidence.”

“Stefanie makes you feel comfortable and explains processes and circumstances clearly and simply. I would recommend her to friends and family for any financial advice. Very pleased customer.”

“We’ve used two advisers prior to commissioning Stefanie, and have found her approach, along with the backing of St. James’s Place, to be most reassuring. She is very personable and easy to deal with.”

“I found Stefanie’s approach refreshing and easy to understand. She focused very quickly on the areas we needed to explore having done a thorough investigation of our current situation, concerns and needs.”

“Excellent financial adviser, knowledgeable and up to date. Diligent and professional approach towards all aspects of the role.”

“Stefanie’s support and advice was invaluable and delivered in a friendly and professional manner. The process was easier than I thought and stress free and I now feel secure about our future.”

“I would be extremely likely to recommend Stefanie Price Wealth Planning because of the service given by Stefanie in a way that can be understood (no jargon).”

“I am absolutely delighted with Stefanie’s service. It is truly refreshing to work with a financial adviser who is really interested in their clients own specific needs, circumstances and preferences. I was really impressed with the time she took to get to know me personally and for listening to what I wanted before she started to advise me. Her depth of knowledge, integrity and caring demeanour makes my dealings with her a really pleasurable experience and I would not hesitate in recommending her to anyone.”

“Stefanie is different to other Financial Advisers - although she is friendly and approachable, more importantly she cares about you as a person, not just a client. She takes the time to understand your aspirations and motivations then uses this deep knowledge to offer products which are really right for you. I already consider her more of a friend than a service provider. I cannot recommend Stefanie highly enough. ”

“Stefanie’s ability to evaluate the market and our needs as a client were exemplary. She was able to quickly gauge our lack of cover and was understanding in her approach. Her recommendations were clear and concise, making sure we understood all the options available to us. We would have no hesitation in recommending her to others and will definitely continue to use her extensive knowledge and expertise to our advantage.”