Stefanie Price

Stefanie Price Email and Phone Number

Helping you plan for your financial future @ Stefanie Price Wealth Planning
Stefanie Price's Location
Olney, England, United Kingdom, United Kingdom
About Stefanie Price

You may be looking for a more secure financial future for yourself, your family or your business. This 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 deserve & in many cases get ‘put off’ all together.By helping us to understand you/your family’s priorities & motivations enable us to build a realistic plan that minimises the anxiety that these situations can create. Offering a wide range of financial resources and specialising in providing high quality personal advice on many aspects of wealth management, Other areas I can help are:* Inheritance & Estate Planning* Retirement Planning* Advice for Landlords & Additional Property Owners* Business and corporate financial planning * Pension planning* Protection for directors, key employees or shareholders* Tax relief * Aspects of exit strategy planning Working with myself you will enjoy the benefits of working face to face. This is invaluable & allows us the chance to get to know each other on a personal level, and in doing this enables us to help secure the financial future that you and your family deserve.Living and working in the Olney area, along with my husband and 3 children. I have been in the financial services sector for over 12 years and grow ever more passionate about integrity and quality of advice I offer to clients. I have built my business organically on this basis through referrals from happy clients.Whilst my background at Banco Santander gave me experience in corporate and banking matters I have also developed a love for working with families. As a working Mum myself I understand the pressures of home & work life. I enjoy developing strategies with families to navigate new and ever changing demands upon their time, finances and families.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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives

Stefanie Price's Current Company Details
Stefanie Price Wealth Planning

Stefanie Price Wealth Planning

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Helping you plan for your financial future
Stefanie Price Work Experience Details
  • Stefanie Price Wealth Planning
    Principal Of Stefanie Price Wealth Planning
    Stefanie Price Wealth Planning Sep 2013 - Present
    Olney
    • I provide realistic, financial planning solutions and aim for these to be achieved through long-term, and trusted relationships with my private and corporate clients. • I provide a wide range of holistic financial planning services that include, but are not limited to, building wealth, protecting wealth and how to enjoy your wealth in the most tax efficient way to suit you and your family. I appreciate that every client is unique, which is why I tailor the services… Show more • I provide realistic, financial planning solutions and aim for these to be achieved through long-term, and trusted relationships with my private and corporate clients. • I provide a wide range of holistic financial planning services that include, but are not limited to, building wealth, protecting wealth and how to enjoy your wealth in the most tax efficient way to suit you and your family. I appreciate that every client is unique, which is why I tailor the services and recommendations that I make, providing bespoke solutions for each and every client. Broadly speaking, I can provide advice in the following areas:• Investment Planning• Planning for Retirement• Protecting wealth for you and your loved ones• Corporate ServicesI pride myself on excellence of service and above all integrity, building trusted relationships with family’s that strengthens through generations. Show less
  • Banco Santander
    Client Relationship Manager
    Banco Santander Apr 2004 - Sep 2013
    • Understanding all my clients financial needs with thorough fact finding and detailed needs analysis• providing holistic wealth management investments advice, retirement planning, protection and banking advice• managing a portfolio of clients with higher net worth requirements.` Subject Matter Specialist at networking and inhouse fund manager conferences. Financial product proposition management

Stefanie Price Skills

Retail Banking Wealth Management Customer Satisfaction Financial Advisory Portfolio Management Strategic Financial Planning Retirement Planning Income Protection Wealth Wealth Management Services High Net Worth Individuals Financial Planning Banking Finance Investments Business Planning Business Strategy Retirement Financial Services Management New Business Development

Stefanie Price Education Details

  • Blessed George Napier
    Blessed George Napier
  • Blessed George Napier
    Blessed George Napier

Frequently Asked Questions about Stefanie Price

What company does Stefanie Price work for?

Stefanie Price works for Stefanie Price Wealth Planning

What is Stefanie Price's role at the current company?

Stefanie Price's current role is Helping you plan for your financial future.

What schools did Stefanie Price attend?

Stefanie Price attended Blessed George Napier, Blessed George Napier.

What are some of Stefanie Price's interests?

Stefanie Price has interest in Children.

What skills is Stefanie Price known for?

Stefanie Price has skills like Retail Banking, Wealth Management, Customer Satisfaction, Financial Advisory, Portfolio Management, Strategic Financial Planning, Retirement Planning, Income Protection, Wealth, Wealth Management Services, High Net Worth Individuals, Financial Planning.

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