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 focused on providing tailored financial planning and investment guidance. Founded by Jonathan Lawrence, SVWM is dedicated to a personalized service model that aligns with the unique financial aspirations and circumstances of each client. **Services Offered:** – **Pensions:** SVWM offers support for both personal and workplace pensions, guiding clients in crafting a secure and enjoyable retirement. – **Investments:** The firm delivers expert advice on creating and managing investment portfolios, with the goal of maximizing wealth while aligning with individual risk tolerance. – **Retirement Planning:** Their comprehensive planning includes strategies for retirement income, tax optimization, and estate planning, all designed to ensure lasting financial security. – **Corporate Services:** SVWM provides business owners with tailored advice on company pensions, group protection schemes, and other financial solutions aimed at fostering business growth and enhancing employee welfare. – **Specialist Services for Medical Professionals:** Understanding the distinct financial landscape faced by healthcare practitioners, SVWM offers expert guidance on NHS pensions, private practice finances, and tax-efficient investment options. **Client Focus:** SVWM serves a varied clientele, encompassing individuals, families, medical professionals, and small to medium-sized enterprises. Their client-focused philosophy prioritizes the establishment of enduring relationships grounded in 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), ensuring compliance with rigorous industry standards. Their guiding principles emphasize open communication, ethical conduct, and a steadfast commitment to delivering optimal results for clients. **Location and Contact:** Situated in Oxford, SVWM caters to clients throughout the UK, offering flexible meeting options at their office or through virtual consultations for enhanced convenience and accessibility. With a focus on comprehensive financial planning, SVWM is dedicated to guiding clients through the intricate landscape of financial management, from wealth accumulation to preservation, ultimately providing them with peace of mind regarding their financial futures.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a premier choice for those seeking financial advisers in Oxfordshire. Located in the heart of Oxford, this independent financial advisory firm stands out for its commitment to delivering personalized financial planning and investment advice. Founded by Jonathan Lawrence, SVWM focuses on understanding each client’s unique financial situation, ensuring they receive tailored recommendations that align with their goals.
One of the key services offered by SVWM includes comprehensive pension planning. Whether you are looking to manage a personal pension or a workplace scheme, their expert team helps clients navigate the complexities of retirement planning. By providing strategies that emphasize income generation and tax efficiency, SVWM ensures clients are well-prepared for a comfortable retirement.
Investments are another area where SVWM excels. They offer bespoke advice on creating investment portfolios that align with individual risk profiles. This thoughtful approach aims to help clients grow their wealth while effectively managing risk. For clients interested in long-term stability, SVWM’s retirement planning services also cover essential elements like estate planning, ensuring financial security beyond retirement years.
Business owners in need of financial guidance will find SVWM’s corporate services particularly beneficial. The firm provides expert advice on company pensions and group protection plans, supporting both business growth and the welfare of employees. Moreover, SVWM recognizes the unique financial challenges faced by medical professionals. Their specialist services for doctors and medical practitioners include guidance on NHS pensions and private practice considerations, ensuring clients receive informed, tailored support.
SVWM prides itself on building trusted, long-lasting relationships with its clients, whether they are private individuals, families, or small to medium-sized enterprises. As independent financial advisers in Oxfordshire, they are not tied to specific product providers, allowing them to offer impartial advice that prioritizes clients’ best interests. With a focus on transparency and ethical practices, SVWM is authorized and regulated by the Financial Conduct Authority (FCA), meeting high regulatory standards.
Located conveniently in Oxford, SVWM services clients across the UK. They often meet clients in person at their offices or provide virtual consultations for added convenience. By offering comprehensive financial planning, SVWM aims to simplify the complexities of financial management, helping clients build and preserve their wealth while enjoying peace of mind. If you’re looking for reliable financial advisers in Oxford or throughout Oxfordshire, SVWM is ready to assist you.
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