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 premier independent financial advisory firm committed to providing customized financial planning and investment guidance. Founded by Jonathan Lawrence, SVWM places a strong emphasis on a tailored approach, ensuring that each client receives advice that aligns with their specific financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM offers comprehensive support for both personal and corporate pensions, assisting clients in devising strategies for a secure and enjoyable retirement. – **Investments:** The firm guides clients in creating investment portfolios designed to enhance wealth while balancing risk based on individual preferences. – **Retirement Planning:** SVWM develops holistic plans for retirement income, tax strategies, and estate management to safeguard financial stability in later years. – **Corporate Services:** For business owners, SVWM provides expert advice on company pension schemes, group protection, and other financial instruments aimed at fostering business growth and enhancing employee benefits. – **Specialized Services for Medical Professionals:** Understanding the distinct financial challenges faced by healthcare practitioners, SVWM delivers targeted advice on NHS pensions, private practice financials, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM serves a wide array of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their focus on building enduring relationships is grounded in trust, transparency, and a deep understanding of each client’s unique needs. **Regulatory Compliance and Philosophy:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, allowing them to offer unbiased guidance. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to rigorous industry standards. SVWM’s philosophy emphasizes clear communication, ethical conduct, and a steadfast commitment to achieving optimal results for their clients. **Location and Accessibility:** Situated in Oxford, SVWM caters to clients throughout the UK, offering flexible meeting options, including in-person consultations and virtual sessions, to enhance convenience and accessibility. Through their extensive financial planning services, SVWM is dedicated to assisting clients in navigating the complexities of wealth management, from accumulation to preservation, ultimately fostering financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) stands as a leading choice among financial advisers in Oxfordshire, offering personalized financial planning and investment advice. Located in the heart of Oxford, this independent advisory firm is dedicated to helping clients navigate their unique financial landscapes. Founded by Jonathan Lawrence, SVWM emphasizes a tailored approach to ensure that every client receives advice that aligns perfectly with their financial goals and circumstances.
One of the key services provided by SVWM includes pension planning, where they assist both individuals and businesses in preparing for a comfortable retirement. Their team understands the importance of a secure future, and they work diligently to help clients make informed decisions about personal and workplace pensions. Additionally, strategic investment advice is a cornerstone of their offerings, as they aim to grow clients’ wealth while managing risk in line with individual profiles.
Retirement planning is another area where SVWM excels. Their strategies encompass not just income in retirement, but also tax planning and estate planning, ensuring clients achieve financial security in their later years. For business owners, SVWM provides corporate services that include advice on company pensions and employee benefits, promoting business growth and employee welfare at the same time.
A standout feature of SVWM is their specialized services for medical professionals. Recognizing the distinct financial needs of doctors and practitioners, they offer tailored advice on NHS pensions, private practice considerations, and tax-efficient investment strategies. This level of expertise makes them a preferred choice among medical professionals seeking reliable financial advisers in Oxfordshire.
SVWM’s commitment to client focus means they work with a diverse clientele ranging from private individuals and families to small and medium-sized enterprises. Their approach is centered on building long-term relationships founded on trust and transparency. As an independent firm, they are not tied to specific product providers, allowing for impartial advice tailored to each client’s needs. Authorized and regulated by the Financial Conduct Authority (FCA), SVWM adheres to strict standards, ensuring their clients receive quality service.
Conveniently based in Oxford, SVWM serves clients across the UK, offering in-person meetings as well as virtual consultations for added flexibility. By providing comprehensive financial planning, they help clients make sense of the complexities of financial management, from wealth accumulation to preservation, ultimately ensuring peace of mind for their clients. Whether you’re seeking guidance on pensions or investments, Strategic Vision Wealth Management stands out as a trusted option among financial advisers in Oxfordshire.
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