Stefanie Price Wealth Planning

Our vision is; To be the financial adviser of choice, by way of reputation, in Olney & surrounding areas. To educate & inspire people to improve their future & future wealth, through easy, realistic financial planning. We understand that ensuring a secure financial future, whether for yourself, your family or your business, often involves some of the most important & 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 & your family’s priorities & 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 & allows us to get to know each other on a personal level, & in doing this we are able to help secure for you the financial future that you deserve. We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources & of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning. Our areas of focus are: • Inheritance and Estate Planning • Retirement Planning • Advice for Landlords and Additional Property Owners We pride ourselves on excellence of service & above all integrity, building trusted relationships with families that strengthens through generations. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected & may fall as well as rise. You may get back less than the amount invested.