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 solutions. Founded by Jonathan Lawrence, SVWM focuses on fostering a personalized experience, ensuring that every client receives advice specifically designed to meet their individual financial circumstances and aspirations. **Service Offerings:** – **Pensions:** SVWM provides expert assistance with both personal and workplace pension schemes, guiding clients toward a secure and comfortable retirement. – **Investments:** The firm offers strategic insights into investment portfolios, helping clients to enhance their wealth while carefully managing risk in alignment with their unique risk tolerance. – **Retirement Planning:** SVWM develops comprehensive strategies for generating income in retirement, including tax and estate planning, to safeguard financial stability in later years. – **Corporate Services:** Targeting business owners, SVWM delivers consulting on company pensions, group protection, and various financial products designed to promote business growth and enhance employee well-being. – **Specialized Services for Healthcare Professionals:** Understanding the distinct financial challenges faced by medical practitioners, SVWM provides tailored advice on NHS pensions, private practice matters, and tax-efficient investment options. **Client-Centric Approach:** SVWM serves a wide-ranging clientele, from private individuals and families to professionals such as doctors and small to medium-sized enterprises. Their client-focused methodology emphasizes the importance of building enduring relationships based on trust, transparency, and mutual understanding. **Regulatory Compliance and Core Philosophy:** As an independent advisory firm, SVWM is not bound to any particular product providers, which empowers them to deliver unbiased financial guidance. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring strict adherence to regulatory standards. The firm’s philosophy centers on clear communication, ethical conduct, and a steadfast commitment to achieving optimal outcomes for their clients. **Location and Accessibility:** Situated in Oxford, SVWM proudly serves clients throughout the UK, offering the convenience of in-person meetings at their office or virtual consultations to accommodate diverse needs. Through their holistic financial planning services, SVWM is dedicated to helping clients navigate the intricacies of financial management—from wealth accumulation to preservation—ensuring a sense of financial security and peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading name among financial advisers in Oxfordshire, based in the beautiful city of Oxford. Founded by Jonathan Lawrence, SVWM is dedicated to providing tailored financial planning and investment advice that truly meets the unique needs of each client. They understand that financial situations and goals differ greatly, which is why a personalized approach is at the heart of their services.
One area where SVWM excels is in pension planning. They offer expert guidance on both personal and workplace pensions, helping clients build a secure financial future for a comfortable retirement. Additionally, their investment services focus on crafting customized portfolios, aiming to grow wealth while carefully managing risk according to each client’s risk profile. This attention to detail and client needs sets them apart from other financial advisers in Oxfordshire.
Retirement planning is another crucial service SVWM provides. They assist clients in developing strategies for generating income during retirement, including essential tax and estate planning to ensure financial security long after one has stopped working. For business owners, SVWM offers corporate services, advising on company pensions and group protection, which can significantly contribute to employee welfare and business growth.
What makes SVWM particularly appealing is their specialist services tailored for medical professionals. They recognize that doctors and other medical practitioners have unique financial challenges, especially concerning NHS pensions and private practices. Their expert advice in these areas helps medical professionals make informed, tax-efficient investment decisions that safeguard their financial future.
SVWM takes pride in building long-term relationships with clients, emphasizing trust and transparency. They serve a diverse clientele, including families and small to medium-sized enterprises, always prioritizing individual needs. As independent financial advisers in Oxford, they are not tied to any specific product providers, allowing them to deliver impartial advice that truly serves the best interests of their clients.
Regulated by the Financial Conduct Authority (FCA), SVWM adheres to high standards of ethical practice and clear communication. With the flexibility to meet clients in person or via virtual consultations, they ensure that quality financial advice is accessible to everyone across the UK. Whether you are looking for comprehensive financial planning or expert investment advice, Strategic Vision Wealth Management stands out as a trusted choice among financial advisers in Oxfordshire.
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