Testimonials
Read some of the feedback received from clients.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.
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 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 c...
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 ...
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 recommend...
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 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 ...
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 ...
*Trusts are not regulated by the Financial Conduct Authority.
Laura was so personable. She appreciates that her customers will be working with her for years to come and so building that rapport becomes so important. And it is important, because if you are anything like me I deal with people not organisations. She took the fear out of the process and explai...
Laura has been simply fantastic from start to finish. Very thorough in explaining the different options available to me, the risks and answering all my questions super clearly. I typically find financial jargon confusing. Laura made sure that I understood everything and gave me time to process befor...
