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 the heart of Oxford, Oxfordshire, UK, is an independent financial advisory firm focused on providing customized financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM takes pride in its tailored approach, ensuring that every client receives personalized advice that aligns with their individual financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM guides clients through both personal and workplace pension options, laying the groundwork for a secure and prosperous retirement. – **Investments:** The firm offers expert advice on crafting investment portfolios designed to enhance wealth while balancing risk according to each client’s comfort level. – **Retirement Planning:** Their comprehensive strategies encompass retirement income, tax considerations, and estate planning, all aimed at securing financial stability for clients in their golden years. – **Corporate Services:** SVWM extends its expertise to business owners, advising on company pension schemes, group protection plans, and other financial products that foster business growth and enhance employee welfare. – **Specialist Services for Medical Professionals:** Understanding the distinct financial challenges faced by doctors and healthcare practitioners, SVWM provides specialized guidance on NHS pensions, private practice financial management, 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-centric philosophy emphasizes building long-term relationships fortified by trust, transparency, and a deep understanding of each client’s needs. **Regulation and Philosophy:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, enabling them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring compliance with rigorous regulatory standards. SVWM’s guiding principles include clear communication, ethical conduct, and a steadfast commitment to achieving optimal outcomes for their clients. **Location and Contact:** Situated in Oxford, SVWM proudly serves clients throughout the UK, providing flexible meeting options, including on-site visits and virtual consultations, to enhance accessibility and convenience. Through their thorough financial planning services, SVWM is dedicated to empowering clients to navigate the complexities of financial management, from wealth accumulation to preservation, ultimately fostering a sense of financial security and peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a prominent name among financial advisers in Oxfordshire, offering personalized financial planning and investment advice tailored to each client’s unique needs. Established by Jonathan Lawrence, this independent advisory firm is dedicated to providing bespoke services, ensuring that every client feels understood and valued. With its headquarters located in the historic city of Oxford, SVWM serves a diverse clientele, including private individuals, families, professionals like doctors, and small to medium-sized enterprises.
One of the core services offered by SVWM is pension planning. Their team assists clients in navigating both personal and workplace pensions, guiding them toward a comfortable retirement. SVWM’s expertise in retirement planning extends further, providing strategies for income after retirement, tax-efficient solutions, and estate planning, all designed to secure financial stability for the future. For those looking to grow their wealth, the firm also specializes in investment advice, helping clients create portfolios that align with their risk profiles while managing potential risks effectively.
SVWM recognizes the unique financial circumstances faced by medical professionals. As financial advisers in Oxfordshire, they provide specialized services tailored specifically for doctors, focusing on NHS pensions, private practice, and creating tax-efficient investment strategies. Additionally, for business owners, SVWM offers corporate services such as advice on company pensions and group protection, supporting both business growth and employee welfare.
What sets SVWM apart from other financial advisers in Oxford is its commitment to client-centric service. Building long-term relationships based on trust and transparency is at the heart of their philosophy. Clients can expect clear communication and ethical practices throughout every interaction, ensuring their financial goals are met with the utmost care.
As an independent firm authorized and regulated by the Financial Conduct Authority (FCA), SVWM is not tied to any specific product providers. This independence allows them to offer impartial advice, focusing solely on the best interests of their clients. Whether meeting in person or via virtual consultations, SVWM ensures that accessing their services is convenient and accessible for clients across the UK.
In a world filled with financial complexities, Strategic Vision Wealth Management stands out as a reliable partner for those seeking comprehensive financial planning. With their expertise, clients can navigate the journey from wealth accumulation to preservation with confidence and peace of mind.
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