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 focused on providing customized financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM is committed to offering a tailored approach, ensuring that each client receives advice specifically designed to align with their distinct financial objectives and circumstances. **Services Provided:** – **Pensions:** SVWM helps clients navigate both personal and workplace pensions, guiding them toward a secure and comfortable retirement. – **Investments:** The firm offers expert advice on investment portfolios, aiming to enhance clients’ wealth while carefully managing risk based on individual risk tolerance. – **Retirement Planning:** Their services encompass strategies for retirement income, tax optimization, and estate planning, securing financial well-being after retirement. – **Corporate Services:** SVWM supports business owners with guidance on company pensions, group protection plans, and other financial solutions aimed at fostering business growth and enhancing employee benefits. – **Specialist Services for Medical Professionals:** Understanding the specific financial requirements of doctors and medical practitioners, SVWM provides expert advice on NHS pensions, private practice financials, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their philosophy emphasizes building lasting relationships founded on trust, transparency, and a deep understanding of clients’ needs. **Regulatory Commitment and Philosophy:** As an independent advisory firm, SVWM is not affiliated with any particular product providers, enabling them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to rigorous regulatory standards. Their approach centers around clear communication, ethical practices, and a dedication to achieving optimal results for their clients. **Location and Accessibility:** Headquartered in Oxford, SVWM provides services to clients throughout the UK, utilizing both in-person meetings and virtual consultations for added convenience and accessibility. Through their comprehensive financial planning services, SVWM is devoted to guiding clients through the complexities of financial management, from wealth accumulation to preservation, ultimately ensuring 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 focuses on providing personalized financial planning and investment advice to a diverse clientele. Founded by Jonathan Lawrence, SVWM takes pride in its tailored approach, ensuring that every client’s unique financial situation and goals are considered.
One of the key services offered by SVWM is pension planning, which includes both personal and workplace pensions. They help clients plan for a comfortable retirement by providing expert guidance and strategies that align with individual retirement goals. This thoughtful planning sets the foundation for a secure financial future.
In addition to pensions, SVWM offers investment services aimed at growing clients’ wealth while managing risk according to their specific profiles. This balanced approach is essential for those looking to enhance their financial health. Effective retirement planning is also a significant part of SVWM’s offerings, encompassing strategies for income in retirement, tax planning, and estate planning, which are crucial for ensuring financial security after one’s working years.
For business owners and professionals, SVWM provides corporate services, including advice on company pensions and group protection. Their understanding of the financial needs of small to medium-sized enterprises helps business owners support employee welfare while fostering company growth. Notably, SVWM also caters to medical professionals, offering specialized financial advice on NHS pensions and private practice, acknowledging the unique challenges faced by those in the healthcare sector.
The firm emphasizes long-term relationships built on trust and transparency. As independent financial advisers in Oxfordshire, SVWM is not bound to specific product providers, allowing them to deliver impartial advice that prioritizes the best interests of their clients. Regulated by the Financial Conduct Authority (FCA), their commitment to ethical practices and clear communication ensures that clients feel confident in their financial decisions.
Located in Oxford, SVWM serves clients across the UK, making it convenient to meet either in person or through virtual consultations. By navigating the complexities of financial management, Strategic Vision Wealth Management strives to help clients achieve financial peace of mind, positioning itself as a trusted partner among financial advisers in Oxford and throughout Oxfordshire.
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