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 distinguished independent financial advisory firm committed to providing customized financial planning and investment guidance. Founded by Jonathan Lawrence, SVWM takes pride in its tailored approach, ensuring that each client receives advice specifically designed to meet their individual financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM supports clients in managing both personal and workplace pensions, facilitating effective planning for a secure and enjoyable retirement. – **Investments:** The firm offers expert advice on investment portfolios, focusing on wealth growth while balancing risk in alignment with each client’s risk tolerance. – **Retirement Planning:** Their comprehensive strategies include income planning for retirement, tax optimization, and estate planning, all aimed at securing financial well-being in later years. – **Corporate Services:** SVWM provides essential guidance to business owners on company pensions, group protection, and various financial products that contribute to business success and employee satisfaction. – **Specialist Services for Medical Professionals:** Understanding the distinct financial needs of healthcare providers, SVWM offers tailored advice on NHS pensions, private practice considerations, and tax-efficient investment strategies. **Client Focus:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-centric philosophy prioritizes building enduring relationships based on trust, transparency, and a deep understanding of each client’s unique 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), adhering to rigorous regulatory standards. Their core philosophy emphasizes clear communication, ethical conduct, and a dedication to securing optimal outcomes for their clients. **Location and Contact:** Situated in Oxford, SVWM extends its services to clients throughout the UK, offering the flexibility of in-person meetings or virtual consultations for enhanced convenience. Through their comprehensive financial planning services, SVWM is dedicated to helping clients effectively navigate the complexities of financial management, from wealth creation to preservation, ultimately ensuring peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a trusted name among financial advisers in Oxfordshire, dedicated to providing tailored financial planning and investment advice. Headquartered in the heart of Oxford, SVWM was established by Jonathan Lawrence, who emphasizes a personalized approach to meet the unique needs of each client. This commitment to understanding individual circumstances ensures that clients receive the best advice for their financial journeys.
One of the key services offered by SVWM is pension planning. Whether you are looking into personal or workplace pensions, the team at SVWM is skilled at helping clients prepare for a comfortable retirement. They understand the complexities involved in choosing the right pension and can guide you through the options available, ensuring you make informed decisions.
In addition to pension planning, SVWM provides expert investment advice tailored to individual risk profiles. Their aim is to grow your wealth while managing risk effectively. By working closely with clients, they create personalized investment portfolios that align with your financial goals. This makes them stand out among other financial advisers in Oxford, as they prioritize the needs and aspirations of their clients.
Retirement planning is another essential service that SVWM offers. Their strategies encompass not only how to generate income in retirement but also essential aspects like tax planning and estate planning. By addressing these factors, they help ensure that clients can enjoy financial security long after their working years are over.
For business owners, SVWM offers specialized corporate services, including advice on company pensions and group protection. This focus on business growth and employee welfare shows their dedication to supporting local enterprises, making them a go-to choice among financial advisers in Oxfordshire.
SVWM also provides unique services for medical professionals, recognizing that doctors and practitioners have specific financial needs. With expertise in NHS pensions and tax-efficient investments, they ensure that medical professionals receive tailored advice that reflects their distinct circumstances.
As an independent firm, SVWM is not tied to specific product providers, which allows for impartial advice. They are regulated by the Financial Conduct Authority (FCA), ensuring that their practices adhere to high standards of professionalism. With a client-centric philosophy, SVWM builds long-term relationships based on trust and transparency.
Located in Oxford, SVWM serves clients across the UK, offering flexible meeting options, including virtual consultations. This accessibility, combined with their comprehensive financial services, makes them a top choice for anyone seeking financial advisers in Oxfordshire. Through their expert guidance, SVWM helps clients navigate the complexities of financial management, ensuring peace of mind for the future.
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