Business Information:
- Name: Strategic Vision Wealth Management – Financial Planning Oxfordshire
- Website: https://svwm.co.uk/
- Address: Clock Tower 2, 4 High St, Kidlington OX5 2DH
- Phone: 01865 664066
Description:
Strategic Vision Wealth Management (SVWM), located in Oxford, Oxfordshire, UK, is a distinguished independent financial advisory firm committed to providing tailored financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM is known for its individualized service, ensuring that each client receives advice specifically designed to meet their financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM specializes in both personal and workplace pension planning, assisting clients in preparing for a secure and enjoyable retirement. – **Investments:** The firm offers expert advice on building investment portfolios, focusing on wealth growth while carefully managing risks aligned with each client’s risk tolerance. – **Retirement Planning:** SVWM develops comprehensive strategies that encompass retirement income, tax optimization, and estate planning to secure financial stability after retirement. – **Corporate Services:** For entrepreneurs, SVWM provides insights into company pensions, group protection plans, and various financial solutions that promote business expansion and employee well-being. – **Specialist Services for Medical Professionals:** Understanding the distinct financial challenges faced by healthcare practitioners, SVWM delivers targeted advice on matters such as NHS pensions, private practice finances, and tax-efficient investment strategies. **Client Focus:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-focused philosophy prioritizes long-lasting relationships built on trust, transparency, and mutual understanding. **Regulation and Philosophy:** SVWM operates independently, free from any ties to specific product providers, which enables them to offer unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), assuring clients of adherence to rigorous regulatory standards. Their guiding principles include open communication, ethical conduct, and a steadfast commitment to achieving optimal results for their clients. **Location and Contact:** Situated in Oxford, SVWM caters to clients throughout the UK, providing flexibility in consultations, whether in-person or via virtual meetings, to ensure accessibility and convenience. Through their thorough financial planning services, SVWM is dedicated to helping clients navigate the complexities of financial management—from wealth accumulation to preservation—ultimately fostering peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading name among financial advisers in Oxfordshire. Based in Oxford, this independent financial advisory firm offers a personalized approach to financial planning and investment advice, ensuring that each client’s unique needs are met. Established by Jonathan Lawrence, SVWM takes pride in creating tailored strategies that align with individual financial goals.
Among the many services offered, SVWM specializes in pensions, helping clients navigate both personal and workplace pension schemes. They work to ensure clients can enjoy a comfortable retirement by providing sound advice on how to manage their pension funds effectively. Retirement planning is another key area where SVWM excels, focusing on strategies for income during retirement, tax planning, and proper estate management to secure financial stability for the future.
For those seeking to grow their wealth, SVWM provides expert guidance on investment portfolios. Their team understands the importance of managing risk according to each client’s specific risk profile, allowing for a balanced approach to wealth accumulation. Additionally, for business owners, SVWM offers corporate services, including advice on company pensions and group protection plans, supporting both business growth and employee welfare.
One notable aspect of SVWM’s service is their specialized offerings for medical professionals. They recognize that doctors and medical practitioners have unique financial needs and provide tailored advice on NHS pensions, private practice considerations, and tax-efficient investments. This focus allows them to cater to a diverse clientele, including families and small to medium-sized enterprises.
As one of the trusted financial advisers in Oxfordshire, SVWM emphasizes building long-term relationships based on trust, transparency, and understanding. Their independent status means they are not tied to any specific product providers, enabling them to deliver impartial advice. Regulated by the Financial Conduct Authority (FCA), SVWM adheres to strict regulatory standards, providing peace of mind for their clients.
Conveniently located in Oxford, SVWM serves clients across the UK, offering both in-person meetings and virtual consultations to accommodate different preferences. Through their comprehensive financial planning services, they aim to help clients navigate the complexities of wealth management, ensuring financial peace of mind for every individual and family they serve. If you’re looking for reliable financial advisers in Oxfordshire, look no further than Strategic Vision Wealth Management.
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