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) is an independent financial advisory firm located in Oxford, Oxfordshire, UK. Founded by Jonathan Lawrence, the firm is dedicated to providing tailored financial planning and investment advice that aligns with each client’s distinct financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM supports clients in managing both personal and workplace pensions to pave the way for a secure retirement. – **Investments:** The firm offers expert guidance on crafting investment portfolios designed to enhance wealth while carefully balancing risk in accordance with individual profiles. – **Retirement Planning:** SVWM develops comprehensive strategies that encompass retirement income, tax optimization, and estate planning, ensuring clients achieve financial stability in their later years. – **Corporate Services:** Business owners can benefit from SVWM’s advice on company pensions, group protection, and other financial solutions aimed at fostering business growth and enhancing employee welfare. – **Specialist Services for Medical Professionals:** Understanding the unique financial challenges faced by doctors and healthcare practitioners, SVWM provides specialized guidance on NHS pensions, private practice considerations, and tax-efficient investment strategies. **Client Focus:** SVWM serves a varied clientele, including individuals, families, healthcare professionals, and small to medium-sized businesses. Their client-centric model prioritizes building enduring relationships founded on trust, transparency, and a deep understanding of clients’ needs. **Regulation and Philosophy:** As an independent entity, SVWM is not affiliated with any specific product providers, allowing them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to high regulatory standards. Their guiding philosophy emphasizes clear communication, ethical practices, and a steadfast commitment to securing optimal outcomes for their clients. **Location and Contact:** Situated in Oxford, SVWM serves clients throughout the UK, offering the flexibility of in-person meetings or virtual consultations to ensure accessibility and convenience. Through their holistic approach to financial management, SVWM is committed to guiding clients through the intricacies of wealth accumulation and preservation, promoting lasting financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a trusted name among financial advisers in Oxfordshire. Headquartered in the historic city of Oxford, this independent financial advisory firm is dedicated to providing tailored financial planning and investment advice that meets the individual needs of each client. Founded by Jonathan Lawrence, SVWM focuses on building long-lasting relationships based on trust and transparency, ensuring that every client receives personalized attention.
One of the key services offered by SVWM includes pensions. Whether it’s personal pensions or workplace plans, the firm helps clients navigate their options to ensure a comfortable retirement. Understanding the complexity of retirement planning, they also provide strategies for income after retirement, tax planning, and estate planning, making sure that clients have a comprehensive approach to securing their financial future.
Investments are another area where SVWM excels. Their financial advisers in Oxford assess individual risk profiles to help clients create investment portfolios that aim to grow wealth while managing risks. This careful balance allows clients to feel confident in their investment choices, knowing they have a dedicated team guiding them.
SVWM also recognizes the unique financial needs of medical professionals, offering specialist services tailored to doctors and other practitioners. Their expertise in NHS pensions and tax-efficient investments ensures that healthcare professionals can manage their finances effectively while focusing on their demanding careers.
For business owners, SVWM provides corporate services that include advice on company pensions and group protection plans. These services not only support business growth but also contribute to employee welfare, emphasizing the firm’s commitment to the local community.
As one of the leading financial advisers in Oxfordshire, SVWM is regulated by the Financial Conduct Authority (FCA), ensuring that their practices meet rigorous standards. This regulation adds a layer of confidence for clients, knowing they are working with ethical and compliant financial professionals.
Convenience is also a priority for SVWM, which offers consultations at their Oxford office or through virtual meetings. This flexibility allows them to serve clients across the UK, providing accessible financial planning services.
In summary, if you’re seeking reliable financial advisers in Oxfordshire, Strategic Vision Wealth Management stands out for its personalized approach, diverse services, and commitment to achieving the best outcomes for its clients. Whether you’re planning for retirement, looking to invest, or need specialized advice, SVWM is here to help you navigate your financial journey with ease.
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