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 customized financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM emphasizes a personalized approach, ensuring that every client receives tailored advice that aligns with their specific financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM guides clients through both personal and workplace pension options, assisting in the preparation for a secure and enjoyable retirement. – **Investments:** The firm offers expert advice on investment portfolios, focusing on wealth growth while carefully managing risk to suit individual risk appetites. – **Retirement Planning:** This service encompasses income strategies for retirement, tax optimization, and estate planning to safeguard financial stability in later years. – **Corporate Services:** For business owners, SVWM provides insights on company pensions, group protection plans, and other financial solutions designed to enhance business development and employee well-being. – **Specialist Services for Medical Professionals:** Acknowledging the unique financial challenges faced by physicians and healthcare practitioners, SVWM delivers specialized guidance 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 businesses. Their client-centric philosophy fosters enduring 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), adhering to high regulatory standards. Their guiding principles emphasize clear communication, ethical conduct, and a steadfast commitment to achieving optimal outcomes for their clients. **Location and Contact:** Situated in Oxford, SVWM serves clients throughout the UK, providing the flexibility of meetings at their office or via virtual consultations for enhanced convenience. Through their holistic approach to financial management, SVWM empowers clients to navigate the intricacies of wealth accumulation and preservation, ensuring financial security and peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is an independent financial advisory firm located in the heart of Oxford, Oxfordshire. Founded by Jonathan Lawrence, SVWM stands out as one of the leading financial advisers Oxford has to offer. They are dedicated to providing tailored financial planning and investment advice that aligns perfectly with the unique circumstances of each client.
The services offered by SVWM cover a wide range of financial needs. Their expertise in pensions ensures that clients are well-prepared for retirement, whether through personal or workplace pensions. With a focus on investments, SVWM guides clients in selecting the right portfolios, aiming not only to grow their wealth but also to manage risk effectively based on individual risk profiles.
Retirement planning is another essential area where SVWM excels. They develop comprehensive strategies for income in retirement, which include tax planning and estate planning. These strategies ensure clients can enjoy financial security and peace of mind as they transition into this new phase of life. For business owners, SVWM provides corporate services that include advice on company pensions and group protection, helping businesses grow while taking care of their employees.
One of the unique offerings of SVWM is their specialist services for medical professionals. They understand the specific financial challenges faced by doctors and medical practitioners, providing tailored advice on NHS pensions, private practice finances, and tax-efficient investments. This makes them one of the go-to financial advisers in Oxfordshire for those in the medical field.
SVWM prides itself on a client-centric approach, focusing on building long-term relationships based on trust and transparency. They cater to a diverse clientele, including families, professionals, and small to medium-sized enterprises. Their commitment to clear communication and ethical practices solidifies their reputation as reliable financial advisers Oxfordshire clients can depend on.
Being an independent firm, SVWM is not tied to any particular product providers. This enables them to offer impartial advice, ensuring clients receive the best options available. They are authorized and regulated by the Financial Conduct Authority (FCA), meeting stringent regulatory standards.
Located in Oxford, SVWM serves clients across the UK, offering both in-person and virtual consultations for convenience. With their comprehensive financial planning services, SVWM is dedicated to helping clients navigate the complexities of financial management, providing support from wealth accumulation to preservation.
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