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 distinguished independent financial advisory firm committed to offering tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM takes pride in its individualized approach, ensuring that each client receives advice specifically crafted to align with their personal financial circumstances and aspirations. **Service Offerings:** – **Pensions:** SVWM supports clients in managing both personal and workplace pensions, guiding them towards a secure and fulfilling retirement. – **Investments:** The firm provides expert advice on creating and managing investment portfolios, focusing on wealth growth while carefully balancing risk according to each client’s risk tolerance. – **Retirement Planning:** SVWM develops comprehensive strategies for retirement income, tax optimization, and estate planning, aimed at securing financial stability for clients beyond their working years. – **Corporate Services:** For business owners, SVWM delivers insights on company pension schemes, group protection plans, and other financial solutions designed to foster business growth and enhance employee well-being. – **Specialized Services for Medical Professionals:** Understanding the distinct financial landscapes faced by doctors and healthcare practitioners, SVWM offers specialized guidance on NHS pensions, private practice finances, and tax-efficient investment options. **Client Focus:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-focused approach emphasizes building lasting relationships characterized by trust, openness, and a deep understanding of clients’ needs. **Regulatory Standards and Philosophy:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, enabling them to provide unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to strict regulatory standards. Their guiding philosophy is rooted in transparent communication, ethical conduct, and a steadfast commitment to securing the best possible outcomes for their clients. **Location and Accessibility:** Headquartered in Oxford, SVWM serves clients throughout the UK, offering the convenience of in-person meetings or virtual consultations to ensure accessibility. Through their holistic approach to financial management, SVWM empowers clients to navigate the complexities of wealth accumulation and preservation, ultimately providing peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading name among financial advisers in Oxfordshire, dedicated to offering personalized financial planning and investment advice. Founded by Jonathan Lawrence, this independent firm is based in Oxford and is known for its client-centric approach. SVWM ensures that every client receives tailored advice that fits their unique financial goals and situations, which is a crucial aspect of effective financial planning.
One of the key services provided by SVWM includes pensions, where they assist clients with both personal and workplace pension arrangements. Their expertise helps clients prepare for a comfortable retirement, ensuring that their financial future is secure. Moreover, they offer guidance on investment portfolios, focusing on growing wealth while managing risk according to individual preferences and risk profiles. This kind of personalized attention is what sets SVWM apart from many other financial advisers in Oxfordshire.
Retirement planning is another area where SVWM excels. They develop comprehensive strategies that cover income in retirement, tax planning, and estate planning. This holistic approach ensures that clients maintain financial security long after they’ve stopped working. For business owners, SVWM provides valuable corporate services, including advice on company pensions and group protection, all aimed at fostering business growth and supporting employee welfare.
Recognizing the unique financial needs of medical professionals, SVWM also offers specialized services tailored for doctors and healthcare practitioners. Their expertise includes navigating NHS pensions and providing guidance on tax-efficient investments, which can significantly benefit those in the medical field. This specialized focus helps establish SVWM as a go-to firm for financial advisers in Oxford.
SVWM caters to a wide range of clients, including individuals, families, and small to medium-sized enterprises. Their philosophy revolves around building long-term relationships based on trust and transparency. Being an independent firm means they offer impartial advice, unbound by specific product providers, which is reassuring for clients seeking objective financial guidance.
Strategic Vision Wealth Management serves clients throughout the UK from its Oxford location. They offer both in-person and virtual consultations, ensuring accessibility for everyone. By navigating the complexities of financial management, SVWM helps clients achieve peace of mind, knowing their financial futures are in capable hands. If you’re looking for financial advisers in Oxford, SVWM could be the right choice for you.
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