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 personalized financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM is dedicated to crafting tailored strategies that align with each client’s specific financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM supports clients in managing both personal and workplace pensions, guiding them towards a secure and enjoyable retirement. – **Investments:** The firm offers expert advice on investment portfolios, focusing on wealth growth while carefully considering individual risk tolerances. – **Retirement Planning:** Their services encompass comprehensive strategies for retirement income, tax optimization, and estate planning to ensure lasting financial stability. – **Corporate Services:** For business owners, SVWM provides insights into company pensions, group protection, and other financial products designed to foster business development and enhance employee welfare. – **Specialist Services for Medical Professionals:** SVWM understands the unique financial challenges faced by doctors and healthcare practitioners, offering specialized guidance on NHS pensions, private practice considerations, and tax-efficient investment options. **Client Focus:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-centric philosophy prioritizes building long-term 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 any specific product providers, enabling them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), which ensures adherence to rigorous industry standards. Their guiding principles emphasize clear communication, ethical conduct, and a relentless commitment to securing optimal outcomes for their clients. **Location and Contact:** Operating from their Oxford office, SVWM caters to clients throughout the UK, offering flexibility through in-person meetings or virtual consultations for enhanced accessibility. With a focus on comprehensive financial planning, SVWM is dedicated to helping clients navigate the intricacies of financial management, from wealth accumulation to preservation, ultimately ensuring peace of mind in their financial futures.
Additional Information:
Strategic Vision Wealth Management, located in Oxford, Oxfordshire, is a premier independent financial advisory firm dedicated to helping clients achieve their financial goals. Founded by Jonathan Lawrence, this firm stands out among financial advisers in Oxfordshire due to its personalized approach. Each client receives tailored advice that reflects their specific financial situation and aspirations, ensuring a custom fit for any planning or investment needs.
For those looking toward retirement, SVWM offers expert guidance on pensions, both personal and workplace. They specialize in crafting strategies that help clients plan for a comfortable retirement, addressing essential aspects like income in retirement and tax planning. Their retirement planning services are designed to deliver peace of mind and long-term financial security.
Investments are another key area where SVWM shines. The firm provides valuable insights into creating and managing investment portfolios that aim to grow wealth while balancing risk based on individual preferences. This thoughtful approach helps clients make informed decisions that align with their financial goals and risk tolerance.
Business owners will find a supportive partner in SVWM, as they offer corporate services tailored to the unique needs of small to medium-sized enterprises. From company pension schemes to group protection plans, SVWM assists businesses in promoting employee welfare while facilitating growth. Their expertise in corporate finance ensures that business clients are well-equipped to make sound financial decisions.
Moreover, SVWM recognizes the specialized financial needs of medical professionals. They offer expert advice on NHS pensions, private practice, and tax-efficient investments tailored specifically for doctors and other medical practitioners. This focused approach positions SVWM as a go-to resource among financial advisers in Oxford, especially for those in the healthcare sector.
What truly sets Strategic Vision Wealth Management apart is its commitment to building long-term relationships with clients. Their client-centric focus emphasizes trust, transparency, and clear communication. As an independent firm regulated by the Financial Conduct Authority (FCA), SVWM provides impartial advice without being tied to specific product providers.
Conveniently located in Oxford, SVWM serves clients across the UK, often meeting them in person or through virtual consultations. With a comprehensive suite of services, Strategic Vision Wealth Management is committed to helping clients navigate the complexities of financial management. For those seeking reliable financial advisers in Oxfordshire, SVWM stands ready to help with a wealth of expertise and personalized service.
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