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 a distinguished independent financial advisory firm committed to delivering tailored financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM is dedicated to offering personalized services that cater to the distinctive financial needs and aspirations of each client. **Services Provided:** – **Pension Planning:** SVWM offers expert guidance on both personal and workplace pensions, assisting clients in preparing for a secure and enjoyable retirement. – **Investment Strategies:** The firm specializes in creating customized investment portfolios designed to enhance clients’ wealth while carefully balancing risk based on individual profiles. – **Retirement Solutions:** This encompasses comprehensive strategies for generating income during retirement, alongside tax and estate planning to secure financial stability for the future. – **Corporate Financial Services:** For entrepreneurs and business leaders, SVWM provides strategic advice on company pensions, group protection, and other financial products aimed at fostering business growth and promoting employee welfare. – **Specialized Medical Professional Services:** Understanding the unique financial challenges faced by healthcare professionals, SVWM offers tailored advice on NHS pensions, private practice considerations, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM prides itself on serving a broad range of clients, including individuals, families, medical professionals, and small to mid-sized businesses. Their client-focused philosophy emphasizes building enduring relationships grounded in trust, transparency, and a deep understanding of client needs. **Regulatory Compliance and Philosophy:** As an independent advisory firm, SVWM is not affiliated with any specific product providers, allowing them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring their services adhere to strict regulatory standards. Their core philosophy emphasizes clear communication, ethical conduct, and a steadfast commitment to achieving optimal results for clients. **Location and Accessibility:** Situated in Oxford, SVWM proudly serves clients all over the UK, offering the flexibility of in-person meetings or virtual consultations to enhance convenience and accessibility. Through their comprehensive financial management services, SVWM is dedicated to guiding clients through the complexities of financial planning, from wealth accumulation to preservation, enabling them to enjoy peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) is your go-to choice for financial advisers in Oxfordshire. Located in the heart of Oxford, SVWM is an independent financial advisory firm that offers personalized financial planning and investment advice tailored to meet your specific needs. Founded by Jonathan Lawrence, the firm emphasizes a client-centric approach, ensuring that every piece of advice aligns with your unique financial circumstances and future goals.
One of the standout services offered by SVWM is their pension planning. They help clients navigate the complexities of both personal and workplace pensions, providing guidance that is essential for securing a comfortable retirement. Their focus is not only on building wealth but also on managing risk, so you can feel confident about your investments. For those looking for sound strategies in retirement planning, SVWM offers comprehensive assistance, including income strategies, tax planning, and estate planning to maintain financial security long after you stop working.
If you are a business owner, SVWM understands the importance of supporting growth and employee welfare through their corporate services. They provide expert advice on company pensions and group protection, ensuring your business is equipped with the right financial products. Additionally, SVWM has specialized services tailored for medical professionals. They recognize the unique financial landscape faced by doctors and medical practitioners, offering targeted advice on NHS pensions, private practice, and tax-efficient investing.
SVWM prides itself on building long-term relationships with clients, placing trust and transparency at the forefront of their philosophy. Because they are independent, they are not tied to any specific product providers, allowing them to offer impartial advice aimed at achieving the best outcomes for you. Regulated by the Financial Conduct Authority (FCA), you can rest assured that their practices meet the highest regulatory standards.
Whether you are seeking financial advisers in Oxford or throughout Oxfordshire, SVWM is here to help you navigate your financial journey. They offer both in-person and virtual consultations, making it convenient for you to access their wide range of services. With their comprehensive approach to financial planning, SVWM is dedicated to helping you accumulate, manage, and preserve your wealth, ensuring you achieve peace of mind in your financial life.
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