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 a premier independent financial advisory firm committed to offering customized financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM takes pride in its individualized approach, ensuring that every client receives guidance tailored to their distinct financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM provides expert assistance with personal and workplace pensions, enabling clients to prepare for a secure and comfortable retirement. – **Investments:** The firm offers strategic advice on investment portfolios, focusing on wealth growth while carefully managing risk in line with each client’s risk tolerance. – **Retirement Planning:** Their retirement planning services encompass income strategies, tax optimization, and estate planning, all aimed at securing financial stability in retirement. – **Corporate Services:** For business owners, SVWM delivers insights on company pensions, group protection, and various financial products designed to foster business development and support employee welfare. – **Specialized Services for Medical Professionals:** Understanding the unique financial challenges faced by doctors and healthcare practitioners, SVWM provides tailored advice on NHS pensions, private practice considerations, and tax-efficient investment strategies. **Client Focus:** SVWM serves a wide array of clients, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-focused methodology prioritizes building long-term relationships grounded in trust, transparency, and a deep understanding of each client’s needs. **Regulation and Philosophy:** As an independent advisory firm, SVWM is not affiliated with any particular product providers, allowing them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring compliance with rigorous regulatory standards. Their guiding philosophy centers on clear communication, ethical practices, and a steadfast commitment to achieving optimal results for their clients. **Location and Contact:** Situated in the heart of Oxford, SVWM serves clients throughout the UK, offering both in-person meetings and virtual consultations for enhanced convenience and accessibility. Through their extensive financial planning services, SVWM is dedicated to helping clients navigate the complexities of financial management, from wealth accumulation to preservation, ultimately providing peace of mind regarding their financial futures.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a prominent name among financial advisers in Oxfordshire, providing tailored financial planning and investment advice to clients throughout the UK. Founded by Jonathan Lawrence, this independent advisory firm is based in the heart of Oxford, where they prioritize a personalized approach to financial management. This commitment ensures that clients receive advice that aligns with their unique financial situations and goals.
One of the key services offered by SVWM is pension planning. They help both personal and workplace pension clients prepare for a comfortable retirement. Their expertise in this area allows individuals to navigate the complexities of pension options effectively, ensuring that they can retire with confidence. Additionally, the firm’s investment services are designed to grow clients’ wealth while managing risks based on individual risk profiles, making them a reliable choice among financial advisers in Oxford.
Retirement planning is another crucial aspect of SVWM’s offerings. They provide strategies that focus on income during retirement, tax efficiency, and estate planning. This comprehensive approach guarantees that clients have a solid financial foundation once they leave the workforce. For business owners, SVWM also delivers corporate financial services such as company pensions and group protection. These services are tailored to support employee welfare and promote business growth, highlighting the firm’s versatility among financial advisers in Oxfordshire.
Specialized services for medical professionals set SVWM apart from many other financial advisers. Understanding the unique challenges faced by doctors and medical practitioners, they offer advice on NHS pensions, private practice, and tax-efficient investments. This focus on a niche clientele demonstrates their commitment to understanding the specific financial needs within different professions.
SVWM’s client-centric philosophy emphasizes building long-term relationships based on trust, transparency, and understanding. As an independent firm, they are not tied to specific product providers, allowing them to offer impartial advice tailored to each client’s circumstances. Authorized and regulated by the Financial Conduct Authority (FCA), they adhere to strict regulatory standards, ensuring clients receive high-quality service.
Conveniently located in Oxford, SVWM serves clients across the UK. They offer both in-person consultations and virtual meetings, making financial planning accessible and convenient for everyone. With their comprehensive services, Strategic Vision Wealth Management is dedicated to helping clients navigate the complexities of financial management, providing peace of mind for the future. For anyone searching for trusted financial advisers in Oxford or across Oxfordshire, SVWM stands ready to assist.
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