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 customized financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM emphasizes a tailored approach, ensuring that every client receives personalized guidance that reflects their individual financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM supports clients with both personal and workplace pension plans, guiding them towards a secure and comfortable retirement. – **Investments:** The firm offers expert advice on investment portfolios, focusing on wealth growth while carefully managing risk in line with each client’s risk tolerance. – **Retirement Planning:** This service encompasses strategies for retirement income, tax considerations, and estate planning, all aimed at securing financial stability after retirement. – **Corporate Services:** For entrepreneurs, SVWM provides insights into company pensions, group protection, and other financial solutions designed to foster business expansion and enhance employee benefits. – **Specialist Services for Medical Professionals:** Acknowledging the distinct financial requirements of healthcare providers, SVWM delivers expert guidance on NHS pensions, private practice finances, and tax-efficient investment options. **Client Focus:** SVWM serves a varied clientele, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-centric approach fosters long-lasting relationships grounded in trust, transparency, and a thorough understanding of client needs. **Regulation and Philosophy:** As a truly independent advisory firm, SVWM is free from ties to specific product providers, enabling them to deliver unbiased advice. Regulated by the Financial Conduct Authority (FCA), they adhere to rigorous standards, ensuring ethical practices and effective communication, with a steadfast commitment to achieving optimal client outcomes. **Location and Contact:** Situated in Oxford, SVWM extends its services to clients throughout the UK, often conducting meetings at their offices or via virtual consultations for added convenience. Through their comprehensive financial planning services, SVWM empowers clients to navigate the complexities of financial management, from wealth accumulation to preservation, ultimately providing peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a standout among financial advisers in Oxfordshire, providing tailored financial planning and investment advice to meet each client’s unique needs. Headquartered in the historic city of Oxford, this independent firm is dedicated to helping clients navigate their financial journeys with a personal touch. Founded by Jonathan Lawrence, SVWM emphasizes the importance of building long-term relationships based on trust and understanding.
One of the key services SVWM offers is pension planning, assisting clients with both personal and workplace pensions to ensure a comfortable retirement. Their experienced team takes the time to understand individual circumstances, helping clients make informed decisions about their future financial security. Additionally, they provide investment guidance aimed at growing wealth while carefully managing risk based on each client’s risk profile.
Retirement planning is another crucial focus area for SVWM. Their comprehensive strategies encompass income planning for retirement, tax optimization, and estate planning. This holistic approach ensures clients feel secure and confident as they transition into retirement. For business owners, SVWM also offers corporate services, including advice on company pensions and group protection, which can enhance employee benefits and support overall business growth.
What sets SVWM apart from other financial advisers in Oxford is their specialization in serving medical professionals. Recognizing the unique financial challenges faced by doctors and medical practitioners, SVWM provides specialized insight into NHS pensions, private practice considerations, and tax-efficient investment opportunities. This makes them a trusted partner for those in the medical field seeking sound financial advice.
Transparency and ethical practices are at the core of SVWM’s philosophy. As an independent firm, they are not tied to specific product providers, which allows them to offer impartial advice tailored to client needs. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring that their financial planning practices meet the highest regulatory standards.
Located conveniently in Oxford, SVWM serves clients across the UK, offering flexible meeting options, including virtual consultations. By prioritizing clear communication and client-centric service, they help clients manage the complexities of financial planning, from wealth accumulation to preservation. If you’re looking for reliable financial advisers in Oxfordshire, Strategic Vision Wealth Management could be the partner you need for achieving peace of mind in your financial future.
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