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 dedicated to providing tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM is committed to a personalized client experience, ensuring that each individual receives advice that aligns with their distinct financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM offers expert guidance on both personal and workplace pensions, assisting clients in preparing for a secure and enjoyable retirement. – **Investments:** The firm advises on investment portfolios, focusing on wealth growth while managing risk based on each client’s unique risk tolerance. – **Retirement Planning:** SVWM develops comprehensive strategies for retirement income, tax efficiency, and estate planning, prioritizing long-term financial security. – **Corporate Services:** For business owners, they provide insights on company pensions, group protection plans, and other financial solutions designed to foster business growth and support employee well-being. – **Specialist Services for Healthcare Professionals:** Acknowledging the specific financial requirements of doctors and medical practitioners, SVWM delivers specialized advice on NHS pensions, private practice finances, and tax-efficient investment options. **Client-Centric Approach:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their focus on building enduring relationships is rooted in trust, transparency, and a deep understanding of client needs. **Regulatory Standards and Philosophy:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, allowing them to offer unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to the highest regulatory standards. Their guiding principles emphasize clear communication, ethical conduct, and a steadfast commitment to securing the best outcomes for their clients. **Location and Accessibility:** Situated in the heart of Oxford, SVWM serves clients throughout the UK, providing flexible meeting options—either in-person at their office or through virtual consultations for added convenience. Through their comprehensive suite of financial management services, SVWM is dedicated to guiding clients through the complexities of financial planning, from wealth creation to preservation, ultimately ensuring peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a standout in the field of financial advisers in Oxfordshire. Based in the heart of Oxford, this independent financial advisory firm is dedicated to providing tailored financial planning and investment advice to meet the unique needs of each client. Established by Jonathan Lawrence, SVWM prides itself on a personalized approach that ensures clients receive guidance that aligns with their specific financial situations and aspirations.
One of the key services offered by SVWM is pension planning. They support both personal and workplace pensions, helping clients create a solid foundation for a comfortable retirement. Whether you’re just starting to save or nearing retirement age, their expertise can guide you through the complexities of pension options available to you.
Investments are another area where SVWM excels. Their team provides comprehensive advice on investment portfolios, focusing on growing wealth while managing risk according to individual preferences. This careful balancing act is essential for clients looking to secure their financial future, making SVWM a valuable partner in the investment journey.
Retirement planning at SVWM goes beyond just pensions. They offer strategies for generating income post-retirement, along with tax and estate planning services. This holistic approach ensures that clients are prepared for a secure financial future after they stop working.
For business owners, SVWM provides corporate services that include company pensions and group protection plans. These services are designed to support business growth while enhancing employee welfare, making them an excellent choice for small to medium-sized enterprises looking for financial advisers in Oxfordshire.
Moreover, SVWM recognizes the unique financial needs of medical professionals. Their specialist services for doctors and medical practitioners focus on NHS pensions, private practice considerations, and tax-efficient investment options. This tailored approach ensures that medical professionals receive the advice they need to navigate their specific financial landscape.
As a regulated firm authorized by the Financial Conduct Authority (FCA), SVWM emphasizes ethical practices and clear communication. They build long-term relationships based on trust and transparency. Clients can conveniently connect with them through in-person meetings in Oxford, or via virtual consultations, making it easy for individuals across the UK to access their expertise.
In today’s complex financial landscape, having trusted financial advisers in Oxfordshire like SVWM can provide peace of mind and a clear path to financial stability. Whether you’re planning for retirement, investing, or managing corporate finances, SVWM is committed to helping clients achieve their financial goals.
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