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 offering tailored financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM is dedicated to providing personalized guidance that aligns with each client’s distinct financial circumstances and aspirations. **Services Provided:** – **Pension Planning:** SVWM supports clients in managing both personal and workplace pensions, facilitating effective strategies for a secure retirement. – **Investment Management:** The firm offers expert advice on crafting investment portfolios designed to enhance wealth while carefully balancing risk based on individual preferences. – **Retirement Strategies:** Their services encompass comprehensive planning for retirement income, tax considerations, and estate planning, aimed at ensuring lasting financial stability after retirement. – **Corporate Financial Services:** SVWM extends its expertise to business owners, providing insights on company pension schemes, group protection plans, and various financial products to foster business growth and employee satisfaction. – **Specialized Financial Guidance for Medical Professionals:** Understanding the particular financial challenges faced by doctors and healthcare practitioners, SVWM delivers specialized advice on NHS pensions, private practice finances, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM serves a varied clientele that includes individuals, families, healthcare professionals, and small to medium-sized businesses. Their client-focused methodology prioritizes the establishment of long-term relationships built on trust, transparency, and a deep understanding of clients’ needs. **Regulatory Compliance and Core Values:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, which enables them to offer unbiased, objective advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to rigorous regulatory standards. Their guiding principles emphasize clear communication, ethical conduct, and a steadfast commitment to delivering optimal results for their clients. **Location and Accessibility:** Situated in Oxford, SVWM serves clients nationwide, utilizing both in-person meetings and virtual consultations to enhance convenience and accessibility. Through its comprehensive financial planning services, SVWM is dedicated to guiding clients through the intricacies of financial management, from wealth creation to preservation, ultimately ensuring peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) stands out as a leading choice among financial advisers in Oxford and throughout Oxfordshire. Founded by Jonathan Lawrence, this independent financial advisory firm is dedicated to providing personalized financial planning and investment advice tailored to each client’s unique needs. With a strong focus on building long-term relationships, SVWM understands that every financial journey is different, which is why they emphasize a client-centric approach.
One of the key services offered by SVWM is pension planning. They guide clients through the complexities of personal and workplace pensions, ensuring that individuals are well-prepared for a comfortable retirement. Their expertise extends beyond just pensions; they also provide comprehensive investment advice. By helping clients manage their investment portfolios, SVWM aims to grow wealth while balancing risk according to individual risk profiles.
Retirement planning is another crucial service provided by SVWM. They focus on strategies for income during retirement, tax planning, and estate management. This holistic approach ensures that clients not only enjoy their retirement years but also have financial security for their loved ones. For business owners, SVWM offers tailored corporate services, including advice on company pensions and group protection, which supports both business growth and employee welfare.
Recognizing the unique challenges faced by medical professionals, SVWM has developed specialist services aimed at doctors and other healthcare practitioners. With insights into NHS pensions, private practice, and tax-efficient investments, SVWM provides invaluable support for those in the medical field. This dedication to a diverse clientele, including families and small to medium-sized enterprises, underscores their commitment to financial wellness across various sectors.
Being an independent firm means SVWM is not tied to specific product providers, allowing them to offer unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), which reinforces their commitment to ethical practices and clear communication. Clients can expect a transparent relationship built on trust and understanding when they seek advice from SVWM, one of the top financial advisers in Oxfordshire.
Conveniently located in Oxford, SVWM serves clients across the UK, often utilizing virtual consultations to make financial planning accessible and straightforward. Their mission is to help clients navigate the complexities of financial management, from wealth accumulation to preservation, ensuring peace of mind in financial matters. With Strategic Vision Wealth Management, clients can feel confident in their financial future, guided by expert financial advisers in Oxford and Oxfordshire.
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