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July 2025 | Phonebox Magazine 9At Stefanie Price Wealth Planning, we help homeowners plan for a secure future %u2013 ensuring your finances, protection, and investments align with your goals.Key Areas to Consider:%uf0fe Life Cover & Protection: Does your current cover still suit your needs?Moving often means taking on more fi nancial responsibility, with increased levels of debt %u2014making sure your family is protected is essential for creating long term financial security for both you and your loved ones.%uf0fe Investment & Retirement Planning:Your new home is part of your financial future, but what about your long-term wealth and retirement plans? Ensuring your savings and investments work e ciently alongside your property are key in acquiring meaningful, usable wealth, that balances risk, whilst also ticking the box for fi nancial asset diversifi cation.%uf0fe Multiple Property Ownership:Are you keen to build a property portfolio?If you own more than one home, or have a buy to let portfolio, tax planning and structuring your assets correctly can make a big di%u008d erencein protecting your wealth for the future. Being strategic about how you hold, own and structure your properties, both for income and capital perspective, can make a big di%u008d erence to the overall success and wealth you are able to create.%uf0fe Estate & Future Planning: Have you considered how your assets will be passed on? This is often an area of advice that can be left too late. Helping to ensure your hard earned and accumulated assets, along with your general fi nancial a%u008d airs, are in order, will simply mean that people you care about most are looked after when you%u2019re no longer around, and so providing you and your family with overall peace of mind.At Stefanie Price Wealth Planning we are here to offer friendly, professional advice and guidance tailored to your needs. Unlike many financial advice firms, we believe in diversifi cation of assets and welcome clients who wish to look at their fi nancial planning more broadly, to include both invested assets, such as ISAs, Investments & Pensions, in conjunction with Property and other such assets. We would love to have a conversation about your next steps. Please call us on 01234 241441.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. The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstance.Advertising FeatureMoving Home? A Fresh Start for Your FinancesBuying a new home is an exciting step, whether you%u2019re upsizing, downsizing, or investing in additional property. But with big changes come important fi nancial decisions. Beyond mortgages, have you considered how moving a%u0090 ects your wider fi nancial picture?www.stefaniepricewealth.co.uk%u2022 01234 241 441info.spwealth@sjpp.co.ukSJP APPROVED 05/06/2025 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.