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 providing customized financial planning and investment services. Founded by Jonathan Lawrence, SVWM focuses on a personalized strategy, ensuring that each client receives tailored advice aligned with their specific financial goals and circumstances. **Services Provided:** – **Pensions:** SVWM offers expert assistance in both personal and workplace pensions, guiding clients towards a secure and enjoyable retirement. – **Investments:** The firm advises on investment portfolios designed to enhance clients’ wealth while carefully managing risk based on individual risk tolerance. – **Retirement Planning:** Their comprehensive retirement strategies encompass income planning, tax optimization, and estate planning to secure financial stability in retirement. – **Corporate Services:** SVWM supports business owners with insights into company pensions, group protection, and other financial products that promote business growth and employee well-being. – **Specialist Services for Medical Professionals:** Understanding the unique financial challenges faced by doctors and healthcare practitioners, SVWM provides targeted advice on NHS pensions, private practice finances, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM serves a wide range of clients, including individuals, families, professionals such as doctors, and small to medium-sized businesses. Their client-focused methodology prioritizes building long-term relationships grounded in trust, transparency, and attentive service. **Regulatory Compliance and Professional Ethics:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, enabling them to deliver unbiased recommendations. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to rigorous industry standards. Their guiding principles emphasize ethical conduct, clear communication, and a steadfast commitment to achieving optimal results for their clients. **Location and Accessibility:** Based in Oxford, SVWM is proud to serve clients throughout the UK, offering the flexibility of in-person meetings at their office or convenient virtual consultations. Through their comprehensive financial management services, SVWM strives to empower clients to navigate the intricacies of wealth creation and preservation, ensuring peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading name among financial advisers in Oxfordshire, dedicated to providing tailored financial planning and investment advice. Founded by Jonathan Lawrence, this independent advisory firm is headquartered in the historic city of Oxford. SVWM takes pride in its personalized approach, ensuring that each client receives advice that aligns perfectly with their unique financial needs and goals.
One of the standout services offered by SVWM is pension planning. Whether clients are looking into personal or workplace pensions, the team is skilled at helping individuals secure a comfortable retirement. They understand that retirement planning is not just about numbers but about creating a vision for the future that includes financial security and peace of mind.
Investment guidance is another key service that SVWM excels in. Their financial advisers in Oxfordshire focus on building investment portfolios that aim to grow clients’ wealth while also managing risk. Each investment strategy is crafted based on the individual risk profile of the client, allowing for a more customized investment experience.
Retirement planning at SVWM is comprehensive, including strategies for generating income post-retirement, effective tax planning, and estate planning. By addressing these areas, clients can feel assured about their financial wellbeing in later years. Additionally, SVWM offers corporate services tailored for business owners, including advice on company pensions and group protection.
A unique aspect of SVWM’s offerings is their specialized services for medical professionals. Recognizing the distinct financial needs of doctors and medical practitioners, they provide expert advice on NHS pensions as well as private practice investments. This targeted support ensures that medical professionals are not only informed but also well-prepared for their financial future.
In serving a diverse clientele that includes individuals, families, and small to medium-sized enterprises, SVWM emphasizes the importance of trust and transparency. Their client-focused approach is built on long-term relationships, ensuring that clients always feel supported and understood.
As one of the top financial advisers in Oxford, SVWM is authorized and regulated by the Financial Conduct Authority (FCA), which guarantees a high standard of service. With flexible meeting options, including virtual consultations, they make financial planning accessible to everyone. Through their dedicated efforts, Strategic Vision Wealth Management aims to help clients navigate the complexities of financial management, providing clarity and confidence in their financial journey.
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