Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
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Cashflow Modelling – Building our clients their Life Plan
Cashflow modelling is at the heart of the majority of the financial planning we take onboard for our clients.
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Company directors
The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.
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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Professional partnerships
Put in place plans to create financial clarity and fulfil your ambitions for now and into retirement.
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Private clients
We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
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Supporting all legal professionals
Law is a demanding profession. It’s a high pressure, high performance career, but one with the opportunity for high financial rewards. Here to advise and support you, your business, and your family with long-term, expert advice.
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Stefanie Price
Stefanie Price Wealth Planning
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Copyright St. James's Place © 2026