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 dedicated independent financial advisory firm focused on providing customized financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM is committed to a personalized approach, ensuring that every client receives tailored advice that aligns with their specific financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM specializes in both personal and workplace pension planning, guiding clients towards a secure and comfortable retirement. – **Investments:** The firm offers expert advice on investment portfolios, striving to enhance clients’ wealth while aligning with their individual risk tolerance. – **Retirement Planning:** SVWM develops comprehensive strategies for retirement income, tax optimization, and estate planning, ensuring clients enjoy financial security after they stop working. – **Corporate Services:** For business owners, SVWM provides insights on company pension schemes, group protection, and various financial products designed to foster business growth and enhance employee welfare. – **Specialist Services for Medical Professionals:** Understanding the distinct financial needs of doctors and healthcare practitioners, SVWM delivers tailored advice on NHS pensions, private practice management, and tax-efficient investment strategies. **Client Focus:** SVWM serves a broad spectrum of clients, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-centric methodology prioritizes building enduring relationships founded on trust, transparency, and a deep understanding of client needs. **Regulation and Philosophy:** As an independent entity, SVWM is free from affiliations with specific product providers, enabling them to offer unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to strict regulatory standards. Their guiding principles emphasize clear communication, ethical conduct, and an unwavering commitment to achieving optimal outcomes for their clients. **Location and Contact:** Situated in Oxford, SVWM provides services to clients throughout the UK, accommodating meetings at their office or via virtual consultations to enhance convenience and accessibility. Through their holistic financial planning services, SVWM empowers clients to navigate the intricacies of financial management, from wealth accumulation to preservation, fostering financial peace of mind for the future.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a standout choice among financial advisers in Oxfordshire, offering personalized financial planning and investment advice tailored to individual needs. Headquartered in the heart of Oxford, SVWM was established by Jonathan Lawrence, who prioritizes a client-centric approach. This ensures that every client receives advice specifically designed for their unique financial situation and goals. Whether you are a private individual, a family, or a professional like a doctor, SVWM is committed to building long-term relationships based on trust and transparency.
One of the key services offered by SVWM is pension planning. This includes both personal and workplace pensions, guiding clients toward a comfortable retirement. They assist in developing a diverse range of investment portfolios aimed at growing wealth while managing risk according to each client’s risk tolerance. Retirement planning is also a major focus, encompassing strategies for generating income after retirement, tax planning, and estate planning. This comprehensive approach helps to ensure financial security in the golden years.
Corporate services are another significant offering from SVWM. For business owners, they provide essential advice on company pensions, group protection, and other financial products aimed at fostering business growth and caring for employee welfare. Additionally, SVWM has designed specialized services specifically for medical professionals. Understanding the unique financial needs of doctors and NHS practitioners, they offer expert advice on NHS pensions, private practice finances, and tax-efficient investment strategies.
What sets SVWM apart from other financial advisers in Oxford is their independence. They are not tied to specific product providers, which allows them to offer impartial, unbiased financial advice. As authorized and regulated by the Financial Conduct Authority (FCA), SVWM meets stringent regulatory standards, ensuring clients receive high-quality service. Their philosophy is rooted in clear communication and ethical practices, focused on achieving the best possible outcomes for their clients.
Located in Oxfordshire, SVWM serves clients across the UK, offering both in-person and virtual consultations. This flexibility makes it easier for clients to access the financial advice they need. By choosing Strategic Vision Wealth Management, clients can feel confident navigating the complexities of financial management, from wealth accumulation to preservation, all while enjoying peace of mind regarding their financial future.
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