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 independent financial advisory firm located in Oxford, Oxfordshire, UK. Founded by Jonathan Lawrence, SVWM is committed to providing tailored financial planning and investment strategies that align with the unique goals and circumstances of each client. **Services Offered:** – **Pensions:** SVWM specializes in both personal and workplace pensions, guiding clients toward a secure and enjoyable retirement. – **Investments:** The firm offers expert advice on developing investment portfolios, focusing on wealth growth while carefully managing risk in line with each client’s risk appetite. – **Retirement Planning:** Comprehensive strategies are provided for retirement income, tax optimization, and estate planning, all designed to safeguard financial stability after retirement. – **Corporate Services:** For entrepreneurs, SVWM delivers insights on company pension schemes, group protection, and other financial instruments that foster business expansion and employee well-being. – **Specialist Services for Medical Professionals:** Recognizing the distinct financial demands of healthcare practitioners, SVWM provides tailored guidance on NHS pensions, private practice finances, and tax-efficient investment strategies. **Client Focus:** SVWM serves a diverse range of clients, including individuals, families, healthcare professionals, and small to medium-sized businesses. Their client-focused approach prioritizes long-term relationships built on trust, transparency, and a deep understanding of client needs. **Regulation and Philosophy:** As an independent entity, SVWM is free from affiliations with specific product providers, enabling them to offer unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to rigorous regulatory standards. Their core philosophy emphasizes clear communication, ethical conduct, and a dedication to achieving optimal client results. **Location and Contact:** Situated in the heart of Oxford, SVWM caters to clients throughout the UK, providing the flexibility of in-person meetings or virtual consultations for enhanced accessibility. SVWM is dedicated to navigating the complexities of financial management, helping clients from wealth accumulation to preservation, ultimately ensuring their financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading name among financial advisers in Oxfordshire, dedicated to providing tailored financial planning and investment advice. Founded by Jonathan Lawrence, this independent advisory firm is located in the heart of Oxford, where it serves a diverse clientele ranging from individuals and families to professionals such as doctors and small to medium-sized enterprises. SVWM believes in a personalized approach, ensuring that each client receives advice that aligns with their unique financial goals and situations.
One of the key services offered by SVWM is pension planning. They assist clients with both personal and workplace pensions, guiding them to secure a comfortable retirement. Understanding the complexities involved in retirement planning, SVWM focuses on strategies that not only help accumulate wealth but also manage taxes and estate planning, ensuring financial security well into the retirement years.
Investments play a crucial role in wealth management, and SVWM excels in providing customized guidance on creating investment portfolios. Their team works closely with clients to grow their wealth while considering individual risk profiles. This careful balance of risk and reward is essential for clients who want to achieve their financial goals without unnecessary stress.
For business owners, SVWM offers corporate services that include advice on company pensions and group protection. These services are designed to support business growth and enhance employee welfare. Additionally, SVWM recognizes the specific financial needs of medical professionals and provides specialized advice on NHS pensions and tax-efficient investment strategies tailored to their unique circumstances.
As one of the trusted financial advisers in Oxfordshire, SVWM stands out for its client-centric philosophy. They prioritize building long-term relationships based on trust, transparency, and clear communication. As an independent firm, they are not tied to any particular product providers, enabling them to offer impartial advice that truly serves the client’s best interests.
Located conveniently in Oxford, SVWM provides services across the UK, often meeting clients either at their office or through virtual consultations for added convenience. With their comprehensive financial planning and commitment to ethical practices, SVWM helps clients navigate the complexities of financial management, delivering peace of mind and a clear path toward achieving their financial goals. If you’re looking for reliable financial advisers in Oxfordshire, consider reaching out to Strategic Vision Wealth Management for personalized support.
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