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 takes pride in its tailored approach, ensuring that each client receives customized guidance that aligns with their specific financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM offers expert assistance with personal and workplace pensions, helping clients prepare for a secure and enjoyable retirement. – **Investments:** The firm delivers insightful advice on investment portfolios, focusing on wealth growth while aligning with clients’ individual risk tolerance. – **Retirement Planning:** Their retirement planning services encompass income strategies, tax optimization, and estate planning to secure financial stability in later years. – **Corporate Services:** For business proprietors, SVWM provides comprehensive advice on company pensions, group protection plans, and various financial products to foster business expansion and enhance employee benefits. – **Specialized Services for Medical Professionals:** Understanding the distinct financial needs of the healthcare sector, SVWM offers tailored advice on NHS pensions, private practice finances, and tax-efficient investment strategies. **Client Focus:** SVWM serves a wide-ranging clientele that includes individuals, families, medical professionals, and small to medium-sized enterprises. Their client-centered approach prioritizes the establishment of long-term relationships grounded in trust and transparency. **Regulation and Philosophy:** As an independent entity, SVWM is free from ties to specific product providers, enabling them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring compliance with rigorous regulatory standards. Their philosophy emphasizes clear communication, ethical practices, and a steadfast commitment to achieving optimal results for their clients. **Location and Contact:** Based in the heart of Oxford, SVWM caters to clients throughout the UK, offering the flexibility of in-person meetings or virtual consultations for enhanced convenience. Through their holistic financial planning services, SVWM is dedicated to guiding clients through the intricacies 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) in Oxfordshire is a leading choice for those seeking professional advice from experienced financial advisers. With a dedicated team led by Jonathan Lawrence, SVWM focuses on delivering bespoke financial planning tailored to meet each client’s unique needs. Clients can expect personalized services that span pensions, investment strategies, and retirement planning, making SVWM a trusted partner in their financial journey.
One of the standout offerings from these financial advisers in Oxford is their expertise in pensions. Whether it’s personal or workplace pensions, SVWM helps clients create plans to secure a comfortable retirement. They understand the intricacies of pension management and strive to ensure that every client feels confident about their financial future.
Investments are another area where SVWM excels. The firm provides insightful guidance on building investment portfolios tailored to individual risk profiles. This careful approach to investment aims to grow wealth while effectively managing risk, which is crucial for long-term financial success.
Retirement planning is a critical service at SVWM. Advisors work closely with clients to develop strategies that include income in retirement, tax planning, and estate management. This comprehensive planning ensures that clients can enjoy financial security and peace of mind during their retirement years.
For business owners, SVWM offers corporate services designed to support employee welfare and company growth. This includes advice on company pensions and group protection, helping businesses not only flourish but also care for their employees.
Recognizing the unique financial needs of medical professionals, SVWM has also developed specialized services for doctors and those in the medical field. Understanding NHS pensions, private practice finances, and tax-efficient investments allows them to provide tailored advice that meets the specific challenges these professionals face.
The client-centric philosophy at SVWM is where they truly shine. Their goal is to build long-term relationships founded on trust and transparency with a varied client base, from families to small and medium-sized enterprises. As independent financial advisers in Oxfordshire, they offer impartial advice, free from ties to specific product providers, which enables clients to receive the best possible guidance.
Located in Oxford, SVWM serves clients across the UK, providing meetings at their convenient premises or through virtual consultations. With their comprehensive financial planning approach, clients can confidently navigate the complexities of financial management, ensuring they accumulate and preserve wealth while achieving their financial goals.
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