Business details

Stefanie Price Wealth Planning

Inspiring you to improve your financial future & create financial freedom for you and your family
Email Address
Business Address
26 High Street South, Olney, Bucks, Mk46 4AA


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, often burying our heads in the sand!

Helping us to understand you and your family’s priorities and motivations enables us, together, to build a realistic plan that minimises the anxiety that these situations can create and helps you to gain financial freedom. You will enjoy, as much as we do, the benefits of working face to face. This is invaluable as it allows us to 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 a tax efficient income 
  • Helping you retire comfortably and sustainably 
  • Maintaining your family’s standard of living should the worst happen
  • Inter-generational and estate planning, to include Inheritance Tax Planning
  • Advice for your business, to include shareholder protection, employee benefits, workplace pensions & Kerman insurances

We pride ourselves on excellence of service and above all integrity, building trusted relationships with families that strengthens through generations. 

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