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June 2025 | Phonebox Magazine 9Navigating the Complexity of Finances:Personal fi nance isn%u2019t just about numbers. It%u2019s about making smart decisions based on your unique circumstances and goals. But with so many options around investments, tax strategies, retirement plans, it can often feel overwhelming to even know where to start. As fi nancial advisers we can help make sense of it all, o%u008f ering personalised advice to guide you through each step.Peace of Mind: Knowing You%u2019re on the Right Track:People who take fi nancial advice often talk about how it gives them peace of mind. Instead of wondering whether they%u2019re making the right moves, they can rest easy knowing they%u2019ve got a plan that%u2019s built for their future.%u201cStefanie translates services into layman%u2019s terms very well and was able toexplain all options in a way that made decision making easier. We feelmore secure about our future and that in case of disaster we will befi nancially ok. I have the most utmost respect for Stefanie%u2019s expertise andmaturity and would be absolutely sure that anyone I recommend wouldbe in good hands.%u201dWebsite testimonial from S BlenkinsopAccountability: A Partner in Your Financial Journey:It%u2019s easy to put off big financial decisions, especially when life gets busy. Having an adviser means you have someone holding you accountable, making sure that you%u2019re sticking to your goals, and adjusting the plan as your life changes.Avoiding Costly Mistakes:Mistakes in managing your fi nances can be expensive. From missing out on tax advantages to making bad investment choices, the costs of going it alone can add up over time. We can help you to avoid these mistakes by o%u008f ering a broad range of expertise, from tax planning to investment strategies and estate planning.One common mistake people make is taking on too much debt before properly saving for emergencies, also perhaps forgetting to take out adequate protection. Being able to prioritise your goals, making sure you%u2019re managing your debt while also building a safety net for the future is another way that we support our clients. The Real Core O%u00ad ering: A Tailored Financial Strategy:What we o%u008f er is simple: a strategy that%u2019s built around you. Whether you%u2019re saving for a big purchase, planning for retirement, or investing for growth, we help create a clear, actionable plan that refl ects your needs, priorities, and fi nancial goals.%u201cStefanie Provides me with a very personal service and takes the time necessary to really understand my overall fi nancial plan and situation %u2013 any advice is given in the context of this. I would recommend Stefanie to my friends and family.%u201dWebsite testimonial from J DenyerThe Value of Advice:People who seek financial advice often report feeling more confi dent, in control, and empowered. They have a better understanding of their financial situation, and they know they%u2019ve got a solid strategy to meet their goals.The value of financial advice is in solving problems, problems you might not even realise you have until it%u2019s too late.Investment Guidance: We provide advice on investment options that match your risk tolerance and fi nancial goals.Retirement Planning: We help you create a retirement strategy so you can enjoy your later years without fi nancial stress.Tax Optimisation: We work with you to fi nd tax-e%u0086 cient ways to grow your wealth.Why Financial Advice Makes SenseTaking fi nancial advice is an investment in your future. It%u2019s about getting the right guidance, staying on track, and avoiding costly mistakes. If you want to feel confi dent, clear-headed, and in control of your fi nances, having a trusted adviser by your side can help. Please get in touch to book a no obligation meeting with Laura or Stefanie.The value of an investment with St. James%u2019s Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than the amount you invested. Advertising FeatureWhy Should I Take Financial Advice?It%u2019s a question many people ask themselves. With so much information out there, from blogs and podcasts to online calculators and forums, it might feel like you can fi gure things out on your own. But when it comes to your fi nancial future, whether it%u2019s planning for retirement, saving for your children%u2019s education, or managing your debt, professional advice can make a world of di%u0082 erence. www.stefaniepricewealth.co.uk%u2022 01234 241 441info.spwealth@sjpp.co.ukSJP APPROVED 15/05/2025 www.stefaniepricewealth.co.ukStefanie Price Wealth Planning is an Appointed Representative of and represents only St. James%u2019s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group%u2019s wealth management products and services, more details of which are set out on the Group%u2019s website www.sjp.co.uk/products. fi e %u2018St. James%u2019s Place Partnership%u2019 and the titles %u2018Partner%u2019 and %u2018Partner Practice%u2019 are marketing terms used to describe St. James%u2019s Place representatives.