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 strategies. Founded by Jonathan Lawrence, SVWM takes pride in its individualized service, ensuring that each client’s financial advice aligns perfectly with their specific needs and aspirations. **Services Provided:** – **Pensions:** SVWM guides clients through both personal and workplace pension options, facilitating effective planning for a secure retirement. – **Investments:** The firm offers expert advice on investment portfolios, focusing on wealth growth while carefully managing risk based on each client’s risk tolerance. – **Retirement Planning:** Their services encompass comprehensive strategies for retirement income, tax optimization, and estate planning, all aimed at ensuring financial stability in later years. – **Corporate Services:** For business owners, SVWM provides invaluable guidance on company pensions, group protection plans, and other financial solutions designed to enhance business development and employee well-being. – **Specialized Services for Medical Professionals:** Understanding the distinct financial challenges faced by doctors and healthcare practitioners, SVWM offers targeted advice on matters such as NHS pensions, private practice finances, and tax-efficient investment options. **Client-Centric Approach:** SVWM serves a varied clientele, including individuals, families, professionals (particularly in the medical field), and small to medium-sized enterprises. The firm’s client-focused methodology prioritizes the establishment of long-term relationships founded on trust, transparency, and mutual understanding. **Regulatory Compliance and Core Values:** As an independent advisory firm, SVWM is not affiliated with any particular product providers, allowing them to deliver unbiased recommendations. They are fully authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to high regulatory standards. SVWM’s core philosophy is rooted in transparent communication, ethical conduct, and a steadfast commitment to securing optimal outcomes for their clients. **Location and Accessibility:** Situated in the heart of Oxford, SVWM proudly serves clients throughout the UK, offering flexible meeting options, including in-person consultations at their office or virtual appointments for enhanced convenience. Through their comprehensive financial planning services, SVWM empowers clients to effectively navigate the intricacies of financial management, from wealth accumulation to preservation, thus promoting peace of mind in financial matters.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading name among financial advisers in Oxfordshire, committed to delivering top-notch financial planning and investment advice. Headquartered in Oxford, SVWM offers a personalized approach to financial management, ensuring that every client receives tailored advice suited to their specific needs and financial goals. This independent firm stands out for its strong emphasis on building long-term relationships based on trust and transparency.
One of the key services provided by SVWM includes guidance on pensions, both personal and workplace. The team here understands that planning for a comfortable retirement is crucial, and they work closely with clients to create effective pension strategies. Additionally, their investment services are designed to help clients grow their wealth while managing risk according to individual preferences. This careful balance is what makes SVWM one of the most trusted financial advisers in Oxfordshire.
Retirement planning at SVWM goes beyond just pensions. They also offer strategies focused on generating income after retirement, tax planning, and estate planning. This comprehensive approach ensures that clients can enjoy financial security even after they stop working. For business owners, SVWM provides corporate services that include advice on company pensions and group protection, fostering both employee welfare and business growth.
Recognizing the unique challenges faced by medical professionals, SVWM has specialist services tailored specifically for doctors and practitioners. They offer in-depth guidance on NHS pensions, private practice considerations, and tax-efficient investments, ensuring that these professionals can navigate their financial landscape effectively. This specialized knowledge further solidifies SVWM’s reputation as a leading choice among financial advisers in Oxford.
Being independent means that SVWM is not tied to specific product providers, allowing them to offer unbiased advice that truly prioritizes client needs. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring their practices meet high regulatory standards. This commitment to ethical practices and clear communication reflects their philosophy of achieving the best outcomes for all clients.
Conveniently located in Oxford, SVWM serves clients not just within Oxfordshire but across the UK. They offer flexible meeting options, whether at their office or through virtual consultations, making it easy for clients to access the financial support they need. With their comprehensive financial planning services, SVWM is dedicated to helping clients navigate financial complexities, ensuring peace of mind for all.
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