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 premier independent financial advisory firm committed to offering tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM emphasizes a personalized approach, ensuring each client benefits from advice specifically designed to meet their financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM guides clients through both personal and workplace pension options, assisting them in creating a solid plan for a secure retirement. – **Investments:** The firm offers expert advice on constructing investment portfolios, focusing on wealth growth while aligning with each client’s individual risk tolerance. – **Retirement Planning:** SVWM develops comprehensive strategies for retirement income, tax efficiency, and estate planning, prioritizing long-term financial stability. – **Corporate Services:** Business owners can access specialized guidance on company pensions, group protection, and other financial solutions aimed at fostering business development and enhancing employee benefits. – **Specialized Services for Medical Professionals:** Understanding the distinct financial challenges faced by doctors and healthcare practitioners, SVWM provides expert advice on NHS pensions, private practice finances, and tax-efficient investment opportunities. **Client-Centric Focus:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-focused philosophy is built on fostering long-term relationships grounded in trust, transparency, and mutual understanding. **Regulatory Compliance and Core Philosophy:** As an independent entity, SVWM is not affiliated with any particular product providers, allowing them to deliver unbiased advice. They are regulated by the Financial Conduct Authority (FCA), adhering to strict regulatory guidelines. Their core philosophy centers on clear communication, ethical practices, and a dedication to achieving optimal outcomes for their clients. **Location and Accessibility:** Situated in the heart of Oxford, SVWM proudly serves clients throughout the UK, offering the convenience of in-person meetings or virtual consultations to enhance accessibility. Through their all-encompassing financial planning services, SVWM is dedicated to helping clients navigate the complexities of financial management, from wealth accumulation to preservation, ensuring peace of mind in their financial journey.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a trusted name among financial advisers in Oxfordshire, dedicated to providing personalized financial planning and investment advice. Founded by Jonathan Lawrence, SVWM stands out for its customized approach, ensuring that each client receives tailored advice to meet their unique financial needs and goals. This independent advisory firm, based in Oxford, prides itself on building long-term relationships with clients, emphasizing trust and transparency.
One of the primary services offered by SVWM is pension planning. Whether you’re looking to organize your personal pensions or workplace pensions, their expert team is ready to assist you in setting up a strategy for a comfortable retirement. They understand that planning for retirement can be complex, and they aim to simplify this process for their clients in Oxfordshire. Additionally, they provide comprehensive investment advice, helping clients create and manage investment portfolios that align with their individual risk profiles.
SVWM also specializes in retirement planning, which includes devising strategies for income once you’ve stopped working. Their advisors focus on tax planning and estate planning, ensuring financial security for clients and their families in the long run. For business owners, they offer corporate services such as company pensions and group protection plans, which are essential for supporting business growth and employee welfare.
Specializing in the unique financial needs of medical professionals, SVWM caters to doctors and practitioners with tailored advice related to NHS pensions and private practice. This level of specialized service makes them one of the standout financial advisers in Oxford. Their client focus is diverse, serving individuals, families, professionals, and small to medium-sized enterprises, all with a commitment to achieving the best outcomes.
As authorized and regulated by the Financial Conduct Authority (FCA), SVWM operates with high ethical standards, providing impartial advice free from conflicts of interest. They are not tied to any specific product providers, which allows them to offer objective recommendations tailored to each client’s circumstances.
Located in Oxford, Oxfordshire, SVWM is accessible to clients throughout the UK, offering both in-person meetings and virtual consultations for convenience. By partnering with SVWM, clients can navigate the complexities of financial management confidently, ensuring peace of mind as they work towards their financial future.
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