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, stands as an independent financial advisory firm committed to offering tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM emphasizes a personalized service model that aligns with each client’s distinct financial aspirations and circumstances. **Services Provided:** – **Pensions:** SVWM guides clients through personal and workplace pension options, facilitating effective planning for a secure retirement. – **Investments:** The firm delivers expert advice on investment portfolios, focusing on wealth growth while carefully managing risk in accordance with each client’s risk tolerance. – **Retirement Planning:** Their services include comprehensive strategies for retirement income, tax optimization, and estate planning to safeguard financial stability in later years. – **Corporate Services:** For business owners, SVWM provides insights on company pensions, group protection plans, and other financial solutions to enhance business growth and support employee welfare. – **Specialized Services for Medical Professionals:** Understanding the unique financial landscapes faced by healthcare practitioners, SVWM offers targeted guidance on NHS pensions, private practice finances, and tax-efficient investment opportunities. **Client-Centric Approach:** SVWM serves a diverse range of clients, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-focused methodology is built on fostering long-term relationships grounded in trust, transparency, and a deep understanding of client needs. **Regulatory Compliance and Core Values:** As an independent entity, 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), ensuring adherence to high regulatory standards. Their core philosophy emphasizes clear communication, ethical conduct, and a steadfast commitment to achieving optimal financial outcomes for their clients. **Location and Accessibility:** Nestled in Oxford, SVWM extends its services throughout the UK, offering flexibility in client meetings via in-person visits or virtual consultations to ensure ease and accessibility. Through their holistic financial planning, SVWM empowers clients to adeptly navigate the intricacies of financial management, from wealth creation to preservation, ultimately striving for financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading name among financial advisers in Oxfordshire. Based in the historic city of Oxford, this independent financial advisory firm is committed to offering personalized financial planning and investment advice. Established by Jonathan Lawrence, SVWM understands that each client has unique financial circumstances and goals. This focus on tailored advice sets them apart in the competitive landscape of financial advisers Oxford.
One of the fundamental services SVWM provides is retirement planning. They guide clients through the complexities of personal and workplace pensions, ensuring a comfortable retirement. Their expertise extends to strategies for income during retirement, tax planning, and estate planning. This comprehensive approach helps clients focus on their long-term financial security while navigating the intricacies of financial management.
In addition to retirement planning, SVWM also excels in investment services. The firm offers customized guidance on building investment portfolios that align with individual risk profiles. This ensures that clients not only grow their wealth but also manage risks effectively. It’s this blend of growth and security that makes SVWM a trusted choice among financial advisers in Oxford.
For business owners, SVWM provides corporate services that include advice on company pensions, group protection, and more. These offerings are designed to support business growth and enhance employee welfare, demonstrating SVWM’s commitment to understanding the needs of small to medium-sized enterprises.
SVWM also recognizes the specific financial challenges faced by medical professionals. With specialized services for doctors and healthcare practitioners, they offer advice on NHS pensions, private practice, and tax-efficient investment strategies. This niche expertise is an invaluable resource for those in the medical field, showcasing how SVWM stands out as one of the premier financial advisers Oxfordshire has to offer.
Being fully authorized and regulated by the Financial Conduct Authority (FCA), SVWM provides clients with peace of mind, knowing they receive ethical and compliant advice. Their client-centric philosophy emphasizes building long-term relationships based on trust and transparency, which is essential in the world of financial planning.
Ultimately, Strategic Vision Wealth Management aims to simplify financial management for their clients. Their commitment to clear communication and personalized service ensures that individuals and businesses alike can navigate their financial journeys with confidence. If you’re seeking dedicated financial advisers in Oxford, SVWM is a reliable choice.
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