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 an independent financial advisory firm dedicated to offering tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM is committed to a personalized service model, ensuring that every client receives advice specifically designed to meet their individual financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM provides expert assistance with both personal and workplace pensions, guiding clients toward a secure retirement. – **Investments:** The firm offers strategic advice on investment portfolios, focusing on wealth growth while balancing risk according to each client’s risk tolerance. – **Retirement Planning:** SVWM develops comprehensive strategies for retirement income, tax optimization, and estate planning to ensure financial stability in later years. – **Corporate Services:** For business owners, SVWM delivers insights on company pensions, group protection, and other financial solutions that foster business growth and enhance employee benefits. – **Specialist Services for Medical Professionals:** Understanding the distinct financial challenges faced by healthcare practitioners, SVWM offers tailored guidance on NHS pensions, private practice finances, and tax-efficient investment options. **Client Focus:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-focused approach prioritizes long-term relationships built on trust, transparency, and a deep understanding of each client’s needs. **Regulation and Philosophy:** As an independent entity, SVWM is free from affiliation with specific product providers, enabling them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring compliance with rigorous industry standards. Their philosophy emphasizes clear communication, ethical practices, and a steadfast commitment to achieving optimal client outcomes. **Location and Contact:** Headquartered in Oxford, SVWM serves clients throughout the UK, offering consultations at their office or through virtual meetings for added convenience and accessibility. Through their comprehensive financial planning services, SVWM is dedicated to guiding clients through the complexities of financial management, from wealth accumulation to preservation, helping them achieve lasting financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading independent financial advisory firm located in Oxford, Oxfordshire. Founded by Jonathan Lawrence, this firm stands out among financial advisers in Oxfordshire by providing personalized financial planning and investment advice tailored to each client’s specific needs and goals. SVWM takes pride in its client-centric approach, ensuring that every individual or business receives attention and guidance that aligns with their unique financial situation.
The services offered by SVWM are extensive and cater to a wide range of clients. For those planning for retirement, the firm assists with pensions, whether personal or workplace, helping clients set up a comfortable and secure financial future. Their investment services focus on creating tailored portfolios that grow wealth while managing risk, making them a reliable choice among financial advisers in Oxford. Furthermore, their retirement planning strategies include vital aspects like income management, tax planning, and estate planning, enhancing financial security post-retirement.
For business owners, SVWM provides specialized corporate services, such as advice on company pensions, group protection, and other financial products that promote growth and employee welfare. Recognizing the unique financial needs of medical professionals, they also offer tailored solutions for doctors and practitioners, covering areas like NHS pensions and tax-efficient investments. This commitment to serving diverse client groups underpins SVWM’s reputation as a trusted choice among financial advisers Oxford financial advisers Oxfordshire.
SVWM operates under strict regulatory standards, as they are authorized and regulated by the Financial Conduct Authority (FCA). This independent status allows them to offer unbiased advice, free from ties to specific product providers. Their philosophy revolves around ethical practices, clear communication, and a dedication to achieving the best outcomes for their clients. Building long-term relationships based on trust and transparency is at the heart of what they do.
Located in Oxford, SVWM serves clients across the UK, making it easy for individuals and businesses to access their expert advice. They offer a combination of in-person meetings and virtual consultations, providing flexibility and convenience. With a focus on comprehensive financial planning, Strategic Vision Wealth Management helps clients navigate the complexities of financial management, from wealth accumulation to preservation, ensuring peace of mind for the future. This dedication makes them a standout among financial advisers in Oxford and the broader Oxfordshire area.
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