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 reputable independent financial advisory firm committed to offering tailored financial planning and investment guidance. Founded by Jonathan Lawrence, SVWM distinguishes itself through a personalized service model, ensuring that each client receives advice specifically aligned with their individual financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM supports clients in managing both personal and workplace pensions, paving the way for a secure and comfortable retirement. – **Investments:** The firm specializes in crafting investment portfolios designed to enhance clients’ wealth while carefully balancing risk in accordance with their unique risk tolerances. – **Retirement Planning:** Their retirement strategies encompass income generation in retirement, tax optimization, and estate planning, all aimed at safeguarding financial security for the future. – **Corporate Services:** For business owners, SVWM delivers expert advice on company pension schemes, group protection plans, and other financial solutions to foster business development and enhance employee benefits. – **Specialized Services for Medical Professionals:** Understanding the distinct financial challenges faced by doctors and healthcare providers, SVWM offers tailored strategies regarding NHS pensions, private practice finances, and tax-efficient investment options. **Clientele and Approach:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-focused philosophy emphasizes the importance of building long-lasting relationships founded on trust, transparency, and mutual understanding. **Regulatory Compliance and Core Values:** As an independent advisory firm, 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), ensuring adherence to high regulatory standards. Their guiding principles emphasize clear communication, ethical practices, and a steadfast commitment to achieving optimal outcomes for their clients. **Location and Engagement:** Situated in Oxford, SVWM proudly serves clients throughout the UK, providing the flexibility of meetings at their office or virtually to enhance accessibility and convenience. Through their holistic approach to financial management, SVWM aims to empower clients to confidently navigate the complexities of wealth accumulation and preservation, ultimately fostering financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a premier choice among financial advisers in Oxfordshire, dedicated to delivering personalized financial planning solutions. Located in Oxford, Oxfordshire, this independent advisory firm was founded by Jonathan Lawrence, who understands the importance of tailoring financial strategies to fit each client’s unique situation and goals.
Whether you’re thinking about your retirement or looking for ways to grow your wealth, SVWM offers a range of services designed to meet various needs. Their expertise in pensions ensures that both personal and workplace pension plans are managed effectively, helping clients prepare for a comfortable retirement. For those interested in investments, SVWM provides guidance on creating and maintaining investment portfolios, focusing on wealth growth while carefully managing risks based on individual profiles.
Retirement planning is another key focus area for these financial advisers in Oxford. SVWM’s specialists develop strategies that address income in retirement, tax planning, and estate planning, all aimed at securing financial stability post-retirement. Business owners can also benefit from SVWM’s corporate services, which include advice on company pensions and group protection, ensuring employee welfare and supporting sustainable business growth.
One standout feature of SVWM is its commitment to serving medical professionals. Recognizing the unique financial challenges faced by doctors and practitioners, the firm offers specialized advice on NHS pensions, private practice considerations, and tax-efficient investments. This tailored approach makes SVWM a valuable resource for those in the healthcare field.
Client focus is a core principle at SVWM, with a diverse range of clientele that includes private individuals, families, professionals, and small to medium-sized enterprises. They prioritize building long-term relationships based on trust and transparency, ensuring that clients feel understood and supported in their financial journeys.
As a regulated firm authorized by the Financial Conduct Authority (FCA), SVWM operates independently, allowing them to provide unbiased, impartial advice. Their philosophy revolves around clear communication and ethical practices, which reinforces their commitment to achieving the best outcomes for clients.
Conveniently based in Oxford, SVWM caters to clients throughout the UK, offering both in-person meetings and virtual consultations. This flexibility exemplifies their dedication to accessible financial planning, making them a top choice among financial advisers in Oxfordshire for those seeking peace of mind with their financial management.
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