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, operates as an independent financial advisory firm committed to offering tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM stands out for its individualized service, ensuring that each client receives advice specifically designed to meet their distinct financial needs and objectives. **Services Provided:** – **Pensions:** SVWM offers guidance on both personal and workplace pensions, assisting clients in crafting a plan for a secure and enjoyable retirement. – **Investments:** The firm provides expert advice on investment portfolios, focusing on wealth growth while carefully balancing risk in accordance with clients’ individual risk tolerances. – **Retirement Planning:** Their services encompass income strategies for retirement, tax optimization, and estate planning, all aimed at securing financial stability after one’s working life. – **Corporate Services:** For business owners, SVWM delivers solutions related to company pensions, group protection schemes, and various financial products designed to foster business development and enhance employee benefits. – **Specialized Services for Medical Professionals:** Understanding the specific financial challenges faced by healthcare professionals, SVWM offers tailored guidance on NHS pensions, private practice financials, and tax-efficient investment strategies. **Client Focus:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium enterprises. Their client-first philosophy emphasizes building long-lasting relationships grounded in trust, transparency, and mutual understanding. **Regulatory Compliance and Philosophy:** As an independent advisory firm, SVWM is free from affiliations with any particular product providers, enabling them to deliver unbiased advice. They are regulated by the Financial Conduct Authority (FCA), which ensures adherence to rigorous industry standards. Their guiding principles include clear communication, ethical practices, and a steadfast commitment to achieving optimal results for their clients. **Location and Accessibility:** Situated in Oxford, SVWM provides services to clients throughout the UK, offering meetings at their office or via virtual consultations for added convenience. Through their comprehensive financial planning services, SVWM endeavors to assist clients in navigating the complexities of financial management, from wealth accumulation to preservation, ultimately delivering peace of mind regarding their financial future.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading independent firm of financial advisers in Oxfordshire, dedicated to providing personalized financial planning and investment advice. Founded by Jonathan Lawrence, SVWM is located in the heart of Oxford and offers a wide range of services tailored to meet the unique needs of each client. Whether you are an individual, a family, or a business owner, SVWM focuses on creating a financial strategy that aligns with your specific goals.
One of the key services offered by SVWM is pension planning. They assist clients in navigating both personal and workplace pensions, ensuring a smooth path toward a comfortable retirement. This personalized approach helps clients understand their options and choose the best plans to secure their future.
Investment guidance is another area where SVWM excels. The firm provides expert advice on creating investment portfolios that not only aim to grow wealth but also manage risk based on the client’s individual risk tolerance. This tailored investment strategy helps clients feel confident in their financial decisions, knowing their assets are being managed with care.
Retirement planning is also a significant focus for SVWM. They work with clients to develop comprehensive strategies for income during retirement, tax planning, and estate planning. By considering all aspects of a client’s financial situation, SVWM ensures that their clients are prepared for a secure financial future.
For business owners, SVWM offers corporate services that include company pensions and group protection schemes. These services are designed to support business growth and employee welfare, making it easier for businesses to attract and retain talent.
Notably, SVWM provides specialist services catered to medical professionals. Recognizing the unique challenges faced by doctors and medical practitioners, they offer tailored advice on NHS pensions, private practice, and tax-efficient investment opportunities.
As trusted financial advisers in Oxfordshire, SVWM places great importance on building long-term relationships with clients based on trust and transparency. Their independent status means they are not tied to specific product providers, allowing them to offer impartial advice that truly serves the best interests of their clients.
With their commitment to ethical practices and clear communication, Strategic Vision Wealth Management aims to empower clients in navigating the complexities of financial management. Whether you need help with wealth accumulation or preservation, SVWM is here to help you achieve financial peace of mind. For more information, connect with this professional team of financial advisers Oxford financial advisers Oxfordshire today!
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