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 providing tailored financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM emphasizes a personalized approach, ensuring that each client receives guidance that aligns with their specific financial circumstances and aspirations. **Service Offerings:** – **Pensions**: SVWM supports clients in managing both personal and workplace pensions, facilitating a secure and enjoyable retirement. – **Investments**: The firm offers expert advice on creating and managing investment portfolios, focusing on wealth growth while balancing risk in accordance with individual risk appetites. – **Retirement Planning**: SVWM develops strategies that encompass income generation, tax optimization, and estate planning to ensure clients enjoy financial stability after retirement. – **Corporate Services**: For business owners, SVWM provides insights into company pensions, group protection, and various financial products designed to enhance business development and employee well-being. – **Specialist Services for Medical Professionals**: Understanding the distinct financial challenges faced by healthcare practitioners, SVWM gives tailored advice on NHS pensions, private practices, and tax-efficient investment strategies. **Client Focus:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-centric philosophy prioritizes building long-lasting relationships based on trust, transparency, and comprehensive understanding. **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), ensuring adherence to rigorous regulatory standards. Their foundational philosophy is built on clear communication, ethical conduct, and a steadfast commitment to achieving optimal results for their clients. **Location and Contact:** Situated in Oxford, SVWM provides services to clients throughout the UK, offering flexibility through in-person meetings or virtual consultations for ease of access. Through its holistic financial planning approach, SVWM aims to assist clients in navigating the intricate landscape of financial management, from wealth accumulation to preservation, fostering a sense of financial security and peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM), located in the heart of Oxfordshire, is a standout choice for anyone seeking skilled financial advisers in Oxford. This independent financial advisory firm, founded by Jonathan Lawrence, is committed to providing tailored financial planning and investment advice that suits each client’s unique needs. With a focus on building long-term relationships based on trust and transparency, SVWM ensures that individuals and families receive personalized attention throughout their financial journey.
One of the key services offered by SVWM is retirement planning. They help clients navigate the complexities of pensions, whether personal or workplace, to secure a comfortable future. With the right strategies in place, clients can enjoy peace of mind knowing they have a solid plan for income in retirement, tax management, and estate planning. This holistic approach to retirement is vital for those looking to make the most of their golden years.
Investing is another area where SVWM excels. These experienced financial advisers in Oxfordshire guide clients in creating investment portfolios designed to grow wealth while managing risk. By understanding individual risk profiles, SVWM tailors investment strategies that align with each client’s financial goals. This personalized investment advice is essential for clients who want to make informed decisions about their financial future.
SVWM also understands the distinct needs of medical professionals, offering specialist services that address their unique financial circumstances. From NHS pensions to private practice considerations, the firm’s expertise ensures that doctors and medical practitioners can make sound financial choices while minimizing tax liabilities. This niche service further cements SVWM’s place as one of the go-to financial advisers in Oxfordshire.
Corporate services are yet another area where SVWM shines. They support small to medium-sized enterprises with tailored solutions for company pensions and group protection plans. This not only benefits business owners but also enhances employee welfare, illustrating the firm’s commitment to fostering business growth alongside individual financial health.
Regulated by the Financial Conduct Authority (FCA), SVWM stands by its ethical practices and commitment to clear communication. Their approach makes them a trusted partner for anyone seeking knowledgeable financial advisers in Oxford. Located in Oxford, they cater to clients across the UK, offering both in-person and virtual consultations for convenience. With SVWM, clients can confidently navigate the world of finance, knowing they have a dedicated team guiding them every step of the way.
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