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 an independent financial advisory firm committed to offering customized financial planning and investment guidance. Founded by Jonathan Lawrence, SVWM distinguishes itself with a personalized methodology, ensuring that every client receives tailored advice that aligns with their individual financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM provides expert assistance with both individual and workplace pensions, guiding clients toward a secure and enjoyable retirement. – **Investments:** The firm offers strategic advice on investment portfolios designed to enhance wealth while carefully managing risk based on each client’s specific risk tolerance. – **Retirement Planning:** SVWM develops comprehensive strategies encompassing retirement income, tax optimization, and estate planning to secure financial stability after retirement. – **Corporate Services:** For business owners, SVWM delivers insights on company pensions, group protection schemes, and various financial products aimed at fostering business growth and enhancing employee benefits. – **Specialist Services for Medical Professionals:** Understanding the distinct financial challenges faced by doctors and healthcare practitioners, SVWM provides tailored advice on NHS pensions, private practice finances, and tax-efficient investment strategies. **Client Focus:** SVWM serves a broad range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-centric approach prioritizes building long-lasting relationships founded on trust, transparency, and mutual understanding. **Regulation and Philosophy:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, allowing them to deliver unbiased recommendations. Regulated by the Financial Conduct Authority (FCA), they adhere to high regulatory standards. Their guiding philosophy emphasizes open communication, ethical conduct, and a steadfast commitment to achieving optimal results for their clients. **Location and Contact:** Situated in Oxford, SVWM caters to clients throughout the UK, offering flexibility through in-person meetings or virtual consultations for enhanced convenience and accessibility. Through their all-encompassing financial planning services, SVWM is dedicated to helping clients navigate the intricacies of financial management, from wealth accumulation to preservation, ensuring a sense of financial security and peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading independent financial advisory firm based in Oxford, Oxfordshire. Founded by Jonathan Lawrence, SVWM focuses on delivering personalized financial planning and investment advice tailored to each client’s unique needs. Their client-centric philosophy emphasizes building long-term relationships based on trust and transparency, making them a top choice among financial advisers in Oxfordshire.
One of the standout services provided by SVWM is their expertise in pensions. They assist clients with both personal and workplace pensions, ensuring that everyone has a roadmap for a comfortable retirement. By understanding the intricacies of pension plans, SVWM helps clients maximize their retirement savings and effectively plan for the future.
In addition to pensions, SVWM offers tailored investment solutions aimed at growing clients’ wealth while managing risks. Their advisers work closely with clients to create investment portfolios that align with individual risk profiles and financial goals. This personalized approach is what sets SVWM apart from other financial advisers in Oxford.
Retirement planning is another area where SVWM excels. They provide strategic advice on income during retirement, tax planning, and estate management, ensuring clients have a solid financial foundation as they transition into their golden years. Their comprehensive services help clients achieve peace of mind about their financial future.
For business owners, SVWM offers corporate services, including advice on company pensions and group protection plans. These services not only support business growth but also enhance employee welfare, reflecting SVWM’s commitment to serving the local business community in Oxfordshire.
Recognizing the unique financial challenges faced by medical professionals, SVWM also provides specialized services for doctors and other healthcare practitioners. Their advisers are well-versed in NHS pensions, private practice financials, and tax-efficient investment strategies, making them a trusted resource for medical professionals looking for financial guidance.
As authorized and regulated by the Financial Conduct Authority (FCA), SVWM adheres to high regulatory standards in their practices. Their independence allows them to offer unbiased advice, ensuring clients receive the best possible outcomes. Whether meeting clients in person or through virtual consultations, the team at SVWM is dedicated to making financial management more accessible.
For anyone seeking reliable financial advisers in Oxford or the surrounding Oxfordshire area, Strategic Vision Wealth Management is a standout option. Their commitment to personalized service and comprehensive financial planning makes them a valuable ally in navigating the complexities of financial management.
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