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 an independent financial advisory firm committed to offering tailored financial planning and investment services. Founded by Jonathan Lawrence, SVWM takes pride in its customized approach, ensuring that each client receives advice specifically designed to meet their individual financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM guides clients in managing both personal and workplace pension plans, focusing on strategies that facilitate a secure and enjoyable retirement. – **Investments:** The firm provides expert advice on investment portfolios, aimed at enhancing clients’ wealth while carefully balancing risk according to their unique risk profiles. – **Retirement Planning:** This includes comprehensive strategies for generating income during retirement, alongside tax and estate planning to safeguard financial stability after one’s working life. – **Corporate Services:** SVWM also supports business owners with advice on company pensions, group protection, and other financial solutions designed to foster business growth and enhance employee benefits. – **Specialist Services for Medical Professionals:** Understanding the distinct financial challenges faced by doctors and healthcare practitioners, SVWM offers expert advice on NHS pensions, private practice financial management, and tax-efficient investment strategies. **Client Focus:** SVWM serves a broad clientele that includes individuals, families, healthcare professionals, and small to medium-sized businesses. Their client-centric philosophy prioritizes the development of long-term relationships grounded in trust, transparency, and mutual understanding. **Regulation and Philosophy:** As an independent advisory firm, SVWM is not affiliated with any specific product providers, which empowers them to deliver objective advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring compliance with high regulatory standards. Their guiding philosophy emphasizes clear communication, ethical practices, and a steadfast commitment to achieving optimal outcomes for their clients. **Location and Contact:** Situated in Oxford, SVWM serves clients throughout the UK, offering the convenience of meetings at their office or through virtual consultations to enhance accessibility. Through their all-encompassing financial planning services, SVWM is dedicated to helping clients navigate the intricate landscape of financial management, from wealth accumulation to preservation, ultimately providing peace of mind in their financial journeys.
Additional Information:
When it comes to sound financial planning, Strategic Vision Wealth Management (SVWM) stands out among financial advisers in Oxford and throughout Oxfordshire. Founded by Jonathan Lawrence, this independent firm prides itself on delivering tailored financial advice to fit each client’s unique needs. Whether you are looking for assistance with pensions, investments, or retirement planning, SVWM is dedicated to helping you navigate your financial journey.
One of the standout services offered by SVWM is their guidance on personal and workplace pensions. A comfortable retirement requires careful planning, and their team ensures that clients receive expert advice tailored to their specific situation. Additionally, they provide investment guidance, focusing on creating robust portfolios that grow wealth while managing risk according to individual profiles. This personalized approach is what sets them apart as leading financial advisers in Oxfordshire.
Retirement planning is another core focus area for SVWM. They understand that income stability in retirement is essential, and they offer strategies that encompass tax planning and estate planning. Their aim is to provide clients with financial security long after they’ve stopped working. For business owners, SVWM also provides corporate services, which include advice on company pensions and group protection, ensuring that both the business and its employees are financially supported.
Recognizing the unique financial circumstances of medical professionals, SVWM has developed specialist services tailored to doctors and practitioners. This includes expert advice on NHS pensions, private practice considerations, and tax-efficient investment strategies. It’s this level of specialized knowledge that makes them a trusted choice among financial advisers in Oxford.
What truly makes SVWM shine is their commitment to building long-term relationships with clients. They emphasize trust, transparency, and clear communication, ensuring that clients feel informed and secure in their financial decisions. As an independent firm regulated by the Financial Conduct Authority (FCA), SVWM offers impartial advice, free from the constraints of product providers.
With their headquarters in Oxford, SVWM proudly serves clients across the UK, offering both in-person and virtual consultations for added convenience. Their comprehensive financial planning aims to help clients manage everything from wealth accumulation to preservation, guiding them towards financial peace of mind. If you’re seeking reliable financial advisers in Oxfordshire, look no further than Strategic Vision Wealth Management to meet your needs.
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