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 premier independent financial advisory firm committed to providing personalized financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM distinguishes itself through a customized approach, ensuring that each client receives guidance tailored specifically to their financial circumstances and aspirations. **Service Offerings:** – **Pensions:** SVWM specializes in both personal and workplace pension solutions, aimed at preparing clients for a secure and enjoyable retirement. – **Investments:** The firm offers expert advice on investment portfolios designed to enhance wealth while carefully managing risk according to each client’s individual risk tolerance. – **Retirement Planning:** This encompasses comprehensive strategies for generating income during retirement, including tax and estate planning, to safeguard financial stability in later years. – **Corporate Services:** SVWM provides valuable insights for business owners on company pensions, group protection, and various financial products that promote business growth and employee well-being. – **Specialized Services for Healthcare Professionals:** Understanding the distinct financial challenges faced by doctors and medical practitioners, SVWM offers tailored advice on NHS pensions, private practice financials, and tax-efficient investment options. **Client-Centric Approach:** SVWM serves a wide array of clients, ranging from individuals and families to professionals in the medical field, as well as small to medium-sized enterprises. Their client-focused methodology prioritizes building long-lasting relationships founded on trust, transparency, and mutual understanding. **Regulatory Framework and Philosophy:** As an independent entity, SVWM is free from affiliations with specific product providers, allowing them to deliver unbiased financial advice. They are governed by the Financial Conduct Authority (FCA), adhering to rigorous regulatory standards. Their core philosophy emphasizes clear communication, ethical conduct, and a steadfast commitment to securing optimal outcomes for their clients. **Location and Accessibility:** Situated in Oxford, SVWM caters to clients throughout the UK, offering the flexibility of meeting in person at their office or through virtual consultations for enhanced convenience. Through a holistic approach to financial planning, SVWM aspires to guide clients through the intricacies of financial management, from wealth accumulation to preservation, ensuring peace of mind for their financial futures.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a dedicated independent financial advisory firm located in the heart of Oxford, Oxfordshire. With a commitment to providing bespoke financial planning and investment advice, they focus on tailoring services to meet the specific needs of each client. Founded by Jonathan Lawrence, SVWM stands out among financial advisers in Oxford, offering personalized support that empowers clients to reach their financial goals.
One of the key services provided by SVWM is pension planning. They assist clients in navigating both personal and workplace pensions to ensure a comfortable retirement. Understanding that retirement planning can be overwhelming, SVWM breaks down the complexities and helps clients create effective strategies for income and tax planning. This focus on retirement makes them a valuable resource for anyone looking for knowledgeable financial advisers in Oxfordshire.
In addition to pension services, SVWM offers comprehensive investment advice. Their team works closely with clients to develop tailored investment portfolios that aim to grow wealth while managing risk according to individual preferences. This personalized approach ensures that clients feel secure in their investment choices and can confidently work towards their future financial objectives.
SVWM also specializes in providing corporate services, catering to business owners who need guidance on company pensions and employee welfare. Their expertise in this area is vital for small to medium-sized enterprises looking to support their teams while ensuring business growth. They also have a unique focus on medical professionals, offering specialized advice that addresses the distinct financial needs of doctors, including insights into NHS pensions and private practice investments.
What sets SVWM apart from other financial advisers in Oxfordshire is their client-centric philosophy. They prioritize building long-term relationships based on trust and transparent communication. As an independent firm regulated by the Financial Conduct Authority (FCA), SVWM is not tied to any specific financial products, allowing them to provide unbiased advice that truly benefits their clients.
Located in Oxford, SVWM serves clients throughout the UK, offering virtual consultations and in-person meetings to accommodate diverse needs. Their comprehensive financial planning services help clients manage the complexities of wealth accumulation and preservation, ensuring peace of mind throughout their financial journey. For anyone seeking reliable financial advisers in Oxford or across Oxfordshire, Strategic Vision Wealth Management offers a pathway to a secure financial future.
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