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 tailored financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM emphasizes a personalized approach, ensuring that every client receives expert advice customized to their specific financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM offers guidance on both personal and workplace pensions, assisting clients in strategizing for a secure and comfortable retirement. – **Investments:** The firm advises on investment portfolios designed to enhance wealth while balancing risk in line with individual risk appetites. – **Retirement Planning:** Their services include comprehensive strategies for retirement income, tax optimization, and estate planning to ensure lasting financial security. – **Corporate Services:** SVWM supports business owners with expert advice on company pensions, group protection plans, and various financial products to foster business growth and employee well-being. – **Specialized Services for Medical Professionals:** Understanding the distinct financial requirements of healthcare practitioners, SVWM provides specialized guidance on NHS pensions, private practice finances, and tax-efficient investment strategies. **Client-Centric Focus:** SVWM serves a broad spectrum of clients, including individuals, families, healthcare professionals, and small to medium-sized enterprises. Their client-first philosophy emphasizes the cultivation of long-lasting relationships grounded in trust, transparency, and a deep understanding of client needs. **Regulatory Standards and Philosophy:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, enabling them to deliver unbiased recommendations. They are fully authorized and regulated by the Financial Conduct Authority (FCA), adhering to the highest standards of regulatory compliance. Their core philosophy is built on clear communication, ethical conduct, and a steadfast commitment to achieving optimal outcomes for their clients. **Location and Accessibility:** Situated in Oxford, SVWM proudly serves clients throughout the UK, offering flexibility through in-person meetings or virtual consultations to enhance convenience and accessibility. Through their comprehensive financial planning services, SVWM is dedicated to guiding clients through the intricacies of financial management, from wealth accumulation to preservation, ultimately ensuring peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading independent advisory firm based in Oxford, Oxfordshire, dedicated to offering personalized financial planning services. Founded by Jonathan Lawrence, SVWM focuses on understanding the unique financial needs and goals of each client. This client-centric approach makes them stand out among financial advisers in Oxford and throughout Oxfordshire.
At SVWM, a range of services is available to ensure comprehensive financial support. They specialize in pensions, guiding clients through both personal and workplace pension options to help secure a comfortable retirement. Their expertise extends to investment management, where they assist in building tailored investment portfolios that balance growth potential with risk management based on individual profiles.
Retirement planning is another key service SVWM offers. Their strategies cover essential areas such as income generation post-retirement, tax planning, and estate management, all aimed at ensuring long-term financial security. For business owners, SVWM provides corporate services, including advice on company pensions and group protection, which are crucial for fostering employee welfare and supporting overall business growth.
SVWM is especially adept at catering to the financial needs of medical professionals. Recognizing the complexities of NHS pensions and private practice finances, they provide specialized guidance on tax-efficient investments and retirement planning specifically for doctors. This targeted approach makes them a go-to resource among financial advisers in Oxfordshire for those in the medical field.
The firm prides itself on being independent and impartial, which allows them to offer objective advice without ties to specific product providers. Compliance with regulations set forth by the Financial Conduct Authority (FCA) ensures that SVWM maintains high standards in their financial practices. Their commitment to clear communication and ethical practices builds trust with clients, fostering long-term relationships.
Located in Oxford, SVWM is accessible to clients across the UK. Whether meeting clients face-to-face at their office or conducting virtual consultations, they prioritize convenience and accessibility in all their interactions. By offering comprehensive financial planning services, SVWM helps clients navigate the intricacies of wealth accumulation and preservation, making them a trusted partner in achieving financial peace of mind. For anyone seeking reliable financial advisers in Oxford or Oxfordshire, SVWM is well-equipped to provide the expertise and personalized service needed for successful financial management.
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