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 service, ensuring that every client receives guidance specifically designed to meet their financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM offers expertise in both personal and workplace pensions, assisting clients in preparing for a fulfilling retirement. – **Investments:** The firm delivers insights on investment portfolios, focusing on wealth growth while aligning with each client’s risk tolerance. – **Retirement Planning:** Their comprehensive strategies encompass retirement income, tax optimization, and estate planning to secure financial stability in later years. – **Corporate Services:** SVWM advises business owners on company pension schemes, group protection, and various financial products aimed at fostering business development and supporting employee well-being. – **Specialist Services for Medical Professionals:** Understanding the unique financial landscape faced by doctors and healthcare providers, SVWM provides specialized advice on NHS pensions, private practice finances, and tax-efficient investment opportunities. **Client-Centric Approach:** SVWM serves a wide range of clients, including individuals, families, healthcare professionals, and small to medium-sized enterprises. Their focus is on cultivating long-lasting relationships based on trust, transparency, and a deep understanding of client needs. **Regulatory Compliance and Philosophy:** As an independent entity, SVWM is free from affiliations with specific product providers, enabling them to deliver unbiased advice. They are regulated by the Financial Conduct Authority (FCA), ensuring adherence to rigorous industry standards. Their core philosophy is grounded in clear communication, ethical conduct, and a relentless pursuit of favorable outcomes for their clients. **Location and Accessibility:** Situated in Oxford, SVWM proudly supports clients throughout the UK, offering both in-person meetings at their office and virtual consultations for added convenience. Through their all-encompassing financial planning services, SVWM is dedicated to guiding clients through the complexities of financial management, from building wealth to safeguarding it, ultimately fostering financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a standout choice for anyone looking for financial advisers in Oxfordshire. Headquartered in the vibrant city of Oxford, this independent financial advisory firm offers tailored financial planning and investment advice. Founded by Jonathan Lawrence, SVWM places a strong emphasis on personalizing their services to meet each client’s unique financial situation and aspirations.
For those planning for retirement, SVWM provides expert guidance on pensions, whether personal or workplace. Their team assists clients in strategizing for a comfortable retirement, ensuring you have the income you need when the time comes. Additionally, they focus on investments, helping clients create diversified portfolios while managing risks according to individual comfort levels.
Retirement planning is a crucial service that SVWM offers, encompassing not just income strategies but also tax and estate planning. Their goal is to ensure that clients can enjoy financial security well into their retirement years. For business owners, SVWM has tailored corporate services that include advice on company pensions and group protection plans, which are essential for fostering employee welfare and supporting business growth.
One of the standout aspects of SVWM is their specialization in serving medical professionals. They understand the unique financial challenges that doctors and medical practitioners face, offering personalized advice on NHS pensions, private practice considerations, and tax-efficient investments. This specialized knowledge makes them one of the leading financial advisers in Oxford for those in the healthcare sector.
What sets SVWM apart is their commitment to building long-term relationships with clients based on trust and transparency. As independent financial advisers in Oxfordshire, they are not tied to any specific product providers. This independence allows them to offer unbiased, impartial advice tailored to each client’s needs. They are regulated by the Financial Conduct Authority (FCA), ensuring that their financial practices adhere to the highest standards.
Conveniently located in Oxford, SVWM meets with clients across the UK, offering both in-person and virtual consultations. Their comprehensive financial planning services help clients navigate the complexities of wealth management, from accumulation to preservation. With Strategic Vision Wealth Management, you can find peace of mind knowing that you have dedicated financial advisers in Oxfordshire by your side, guiding you every step of the way.
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