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) is an independent financial advisory firm located in Oxford, Oxfordshire, UK. Founded by Jonathan Lawrence, SVWM is committed to providing tailored financial planning and investment guidance that aligns with the individual needs and ambitions of its clients. **Services Offered:** – **Pensions:** SVWM specializes in both personal and workplace pensions, assisting clients in crafting a strategy for a secure and enjoyable retirement. – **Investments:** The firm offers expert advice on investment portfolios, focusing on wealth growth while carefully managing risk in accordance with each client’s risk appetite. – **Retirement Planning:** Their services encompass strategies for retirement income, tax optimization, and estate planning, all aimed at ensuring financial stability after retirement. – **Corporate Services:** SVWM provides business owners with advice on company pension schemes, group protection, and various financial products designed to promote business growth and enhance employee welfare. – **Specialist Services for Medical Professionals:** Understanding the distinct financial landscape faced by doctors and healthcare practitioners, SVWM offers tailored guidance on NHS pensions, private practice considerations, and tax-efficient investment strategies. **Client Focus:** SVWM serves a broad range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their approach is centered on building lasting relationships founded on trust, transparency, and a deep understanding of each client’s unique circumstances. **Regulation and Philosophy:** As an independent advisory firm, SVWM is not constrained by specific product providers, enabling them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to high regulatory standards. Their operational philosophy prioritizes clear communication, ethical practices, and a steadfast commitment to securing optimal outcomes for their clients. **Location and Contact:** Situated in Oxford, SVWM caters to clients throughout the UK, offering both in-person meetings and virtual consultations for enhanced accessibility and convenience. Through their comprehensive financial planning services, SVWM is dedicated to guiding clients through the complexities of financial management, from wealth accumulation to preservation, ultimately fostering financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a premier choice for anyone seeking financial advisers in Oxfordshire. Headquartered in the vibrant city of Oxford, this independent financial advisory firm is dedicated to providing tailored financial planning and investment advice. Established by Jonathan Lawrence, SVWM takes pride in its personalized approach, ensuring advice is customized to meet each client’s specific financial needs and goals.
One of the standout services offered by SVWM is their expertise in pensions. Whether you’re looking at personal or workplace pensions, their team is equipped to help you plan for a comfortable retirement. Understanding the importance of a solid retirement strategy, SVWM works with clients to create a comprehensive plan that supports long-term financial security.
In addition to pensions, SVWM provides in-depth investment guidance. Their financial advisers in Oxfordshire help clients build investment portfolios designed to grow wealth while managing risk. By considering each client’s risk profile, they can offer intelligent recommendations that align with personal financial aspirations. This careful strategy ensures that investments work for you, rather than the other way around.
Retirement planning is another essential service provided by SVWM. They develop strategies that include income planning for retirement, tax planning, and estate planning, ensuring a smooth transition into retirement. SVWM emphasizes the importance of having these plans in place early on, so clients can enjoy peace of mind as they approach this significant life stage.
For business owners, SVWM offers corporate services that cater to company pensions and group protection. They understand that supporting employee welfare is crucial for business growth, so their financial advisers in Oxford provide tailored solutions to meet those needs.
Additionally, SVWM specializes in services for medical professionals. Recognizing the distinct financial challenges faced by doctors and NHS practitioners, they provide advice on NHS pensions, private practice finances, and tax-efficient investments. This specialized knowledge sets them apart from other financial advisers in Oxford.
What truly distinguishes Strategic Vision Wealth Management is their commitment to forming long-term relationships built on trust and transparency. As a fully independent firm regulated by the Financial Conduct Authority (FCA), clients can be assured they receive impartial and ethical advice. Whether you are based in Oxfordshire or beyond, SVWM is dedicated to helping you navigate the complexities of financial management with confidence.
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