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 the heart of Oxford, Oxfordshire, UK, is a distinguished independent financial advisory firm committed to offering tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM is dedicated to a personalized approach that focuses on the individual circumstances and ambitions of each client. **Services Provided:** – **Pensions**: SVWM specializes in both personal and workplace pensions, guiding clients towards a secure and enjoyable retirement. – **Investments**: The firm offers expert advice on building investment portfolios designed to enhance wealth while carefully managing risk based on each client’s preferences. – **Retirement Planning**: Comprehensive strategies covering income generation, tax efficiency, and estate planning are provided to ensure clients’ financial stability throughout their retirement years. – **Corporate Services**: For business owners, SVWM delivers insightful guidance on corporate pensions, group protection plans, and other financial solutions that foster business development and employee wellbeing. – **Specialist Services for Healthcare Professionals**: Understanding the specific financial needs of doctors and healthcare practitioners, SVWM offers tailored advice on NHS pensions, private practice finances, and tax-efficient investment options. **Client-Centric Approach:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-first strategy is built on nurturing long-term relationships founded on trust, transparency, and a deep understanding of each client’s unique needs. **Regulatory Compliance and Philosophy:** As an independent entity, SVWM is free from affiliations with specific product providers, enabling them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), assuring clients of their commitment to high regulatory standards. The firm’s core philosophy is grounded in ethical practices, clear communication, and a steadfast dedication to achieving optimal outcomes for clients. **Location and Accessibility:** Conveniently based in Oxford, SVWM provides services to clients throughout the UK, accommodating meetings at their office or via virtual consultations for enhanced accessibility. Through their holistic financial planning, SVWM empowers clients to navigate the complexities of financial management, from wealth creation to preservation, ensuring lasting financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a premier choice for those seeking financial advisers in Oxfordshire. Headquartered in Oxford, this independent financial advisory firm is dedicated to providing personalized financial planning and investment advice tailored to each client’s unique needs. With a focus on long-term relationships, SVWM emphasizes trust, transparency, and understanding in their client interactions.
One of the key services SVWM offers is assistance with pensions. Whether you’re looking into personal or workplace pensions, their team is here to help you plan for a comfortable retirement. By evaluating your financial situation, they create strategies that align with your retirement goals, which is vital for achieving the peace of mind you deserve.
When it comes to investments, SVWM stands out as a reliable partner. They guide clients on creating investment portfolios that aim to grow wealth while managing risks based on individual risk profiles. This ensures that your investment journey is as secure and fruitful as possible, making them a top choice among financial advisers in Oxford.
Retirement planning is another crucial service provided by SVWM. They assist clients in navigating the complexities of income strategies, tax planning, and estate planning, so clients can enjoy financial security even after they retire. Their expertise in these areas makes them a valuable resource for individuals and families looking to secure their financial future.
For business owners, SVWM offers corporate services, such as advice on company pensions and group protection plans. These services not only support business growth but also enhance employee welfare, making this firm an ideal partner for small to medium-sized enterprises in Oxfordshire.
SVWM also recognizes the unique financial needs of medical professionals. They provide specialized advice focusing on NHS pensions, private practice, and tax-efficient investments, ensuring that doctors and medical practitioners receive the guidance tailored to their industry.
Regulated by the Financial Conduct Authority (FCA), SVWM operates independently and provides impartial advice free from product provider influence. This commitment to ethical practices and clear communication solidifies their reputation as trusted financial advisers in Oxfordshire.
Conveniently located in Oxford, SVWM serves clients throughout the UK, offering both in-person and virtual consultations to make financial planning accessible. With their comprehensive approach to financial management, SVWM is dedicated to helping clients navigate the complexities of wealth accumulation and preservation, ensuring a brighter financial future.
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