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 offering tailored financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM takes pride in its individualized approach, ensuring that every client receives guidance that aligns with their specific financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM specializes in both personal and workplace pension planning, assisting clients in preparing for a secure and enjoyable retirement. – **Investments:** The firm offers expert advice on crafting investment portfolios, focused on growing wealth while carefully managing risk based on each client’s risk tolerance. – **Retirement Planning:** Their services encompass strategies for retirement income, tax optimization, and estate planning, all aimed at securing financial stability in later years. – **Corporate Services:** For entrepreneurs and business owners, SVWM provides insights on company pensions, group protection plans, and various financial products designed to foster business growth and enhance employee benefits. – **Specialized Services for Medical Professionals:** Understanding the distinctive financial challenges faced by doctors and healthcare practitioners, SVWM delivers expert guidance on NHS pensions, private practice financials, and tax-efficient investment strategies. **Client-Centric Philosophy:** SVWM serves a wide array of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-focused approach emphasizes building long-term relationships grounded in trust, transparency, and a deep understanding of clients’ needs. **Regulatory Compliance and Ethical Standards:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, which enables them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to rigorous regulatory standards. Their core philosophy is rooted in clear communication, ethical practices, and a steadfast commitment to achieving optimal outcomes for clients. **Location and Accessibility:** Situated in Oxford, SVWM proudly serves clients throughout the UK, frequently offering consultations at their office or via virtual meetings, ensuring convenience and accessibility. Through their holistic financial planning services, SVWM empowers clients to navigate the complexities of financial management, from building wealth to safeguarding it, ultimately fostering financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a prominent name among financial advisers in Oxfordshire. Located in the heart of Oxford, UK, SVWM is an independent financial advisory firm dedicated to offering tailored financial planning and investment advice to clients. Established by Jonathan Lawrence, the firm ensures that every piece of advice is customized to meet the unique financial situations and goals of its clients.
One of the standout features of SVWM is their diverse range of services. They specialize in pensions, helping clients navigate both personal and workplace pension plans to secure a comfortable retirement. Additionally, their investment services focus on creating and managing investment portfolios that align with individual risk profiles. This attention to detail is essential for those seeking to grow their wealth effectively.
Retirement planning is another critical service offered by SVWM. Their comprehensive strategies encompass income planning, tax considerations, and estate planning, all designed to provide financial security in retirement. For business owners, SVWM provides corporate services, offering guidance on company pensions and group protection, which are vital for supporting employee welfare and business growth.
A unique aspect of SVWM is its dedication to serving medical professionals. They recognize the distinct financial needs of doctors and medical practitioners, offering specialized advice on NHS pensions, private practice considerations, and tax-efficient investment strategies. This focus on niche markets sets them apart from other financial advisers in Oxfordshire.
SVWM places a strong emphasis on building long-term relationships with their clients. Their client-centric approach is rooted in trust, transparency, and a deep understanding of individual needs. As a result, they cater to a diverse clientele that includes private individuals, families, and small to medium-sized enterprises.
Being an independent firm, SVWM is not tied to specific product providers, allowing them to offer impartial advice. They are fully authorized and regulated by the Financial Conduct Authority (FCA), which ensures that their practices meet high regulatory standards. Their commitment to ethical practices and clear communication resonates with clients seeking reliable financial advisers in Oxford.
Conveniently located in Oxford, SVWM serves clients across the UK. They often meet clients either at their office or through virtual consultations, ensuring accessibility and convenience. Through their comprehensive financial planning, Strategic Vision Wealth Management aims to help clients navigate the complexities of financial management, providing peace of mind for the future.
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