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) is an esteemed independent financial advisory firm located in Oxford, Oxfordshire, UK. Founded by Jonathan Lawrence, SVWM is committed to offering customized financial planning and investment strategies that address the distinct needs and aspirations of each client. **Services Offered:** – **Pensions:** SVWM guides clients through the intricacies of personal and workplace pensions, ensuring they are well-prepared for a secure and enjoyable retirement. – **Investments:** The firm provides expert advice on constructing investment portfolios designed to enhance wealth while carefully balancing risk based on each client’s individual preferences. – **Retirement Planning:** SVWM crafts comprehensive strategies that encompass retirement income, tax optimization, and estate planning, all aimed at securing clients’ financial future after they stop working. – **Corporate Services:** Catering to business owners, SVWM delivers tailored solutions regarding company pensions, group protection, and various financial products that foster business growth and employee well-being. – **Specialized Services for Medical Professionals:** Understanding the unique financial circumstances faced by doctors and healthcare providers, SVWM offers targeted advice on NHS pensions, private practice considerations, and tax-efficient investment options. **Client Focus:** SVWM serves a wide-ranging clientele that includes individuals, families, medical professionals, and small to medium-sized enterprises. The firm prides itself on a client-centric philosophy that prioritizes the development of long-term relationships based on trust, openness, and a deep understanding of client needs. **Regulation and Philosophy:** As an independent entity, SVWM is free from ties to any specific product providers, which empowers them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to rigorous regulatory standards. Their guiding principles emphasize transparent communication, ethical conduct, and a steadfast commitment to securing the best possible outcomes for their clients. **Location and Contact:** Situated in the heart of Oxford, SVWM serves clients throughout the UK. They offer the flexibility of in-person meetings at their office or virtual consultations, allowing for a seamless and accessible advisory experience. Through their holistic financial planning approach, SVWM is dedicated to helping clients navigate the often complex landscape of financial management, from wealth creation to preservation, ultimately providing peace of mind in their financial journey.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading independent financial advisory firm located in Oxford, Oxfordshire. Founded by Jonathan Lawrence, SVWM stands out among financial advisers in Oxford and financial advisers in Oxfordshire due to its bespoke approach to financial planning. The firm focuses on delivering personalized service, ensuring that each client receives tailored advice that suits their individual financial situations and goals.
One of the key services offered by SVWM is pension planning. They help clients navigate both personal and workplace pensions, guiding them toward a comfortable retirement. This is particularly important in today’s financial landscape, where preparing for retirement requires careful consideration and strategy. SVWM also specializes in investment guidance; their team works with clients to create investment portfolios that aim to grow wealth while managing risk according to each client’s risk profile.
Retirement planning is another area where SVWM excels. They provide strategies to secure income in retirement, alongside tax planning and estate planning services, ensuring that clients have financial security long after they stop working. For business owners, SVWM offers corporate services that include advice on company pensions and group protection. These services are designed to support business growth while also caring for employee welfare, making them a valuable partner for small to medium-sized enterprises.
Recognizing the unique financial needs of medical professionals, SVWM offers specialist services tailored specifically for doctors and other medical practitioners. This includes advice on NHS pensions and private practice financial management, aiming to provide the most efficient tax strategies for those in the healthcare industry. The firm’s commitment to understanding the unique circumstances of each client is what sets them apart as trusted financial advisers in Oxfordshire.
SVWM is authorized and regulated by the Financial Conduct Authority (FCA), ensuring that they meet high regulatory standards. Their philosophy emphasizes clear communication, ethical practices, and a long-term commitment to achieving the best outcomes for their clients. Whether clients prefer in-person meetings at their Oxford office or virtual consultations, SVWM makes it easy and accessible to receive expert advice.
In conclusion, for anyone seeking trusted financial advisers in Oxford or financial advisers in Oxfordshire, Strategic Vision Wealth Management offers a comprehensive approach to financial planning. Their dedication to personalized service and ethical practices ensures that clients can navigate the complexities of financial management with confidence and peace of mind.
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