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 an independent financial advisory firm committed to providing customized financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM stands out for its individualized approach, ensuring that each client receives tailored advice that aligns with their distinct financial circumstances and aspirations.
**Service Offerings:**
– **Pensions:** SVWM supports clients in navigating both personal and workplace pension options, helping them to secure a comfortable retirement.
– **Investments:** The firm offers expert guidance on investment portfolios, focusing on wealth growth while strategically managing risk based on each client’s risk tolerance.
– **Retirement Planning:** Their services include comprehensive strategies for retirement income, tax optimization, and estate planning, all aimed at safeguarding financial stability in later years.
– **Corporate Services:** For business owners, SVWM provides insights into company pensions, group protection plans, and various financial products designed to foster business expansion and enhance employee welfare.
– **Specialized Services for Medical Professionals:** Understanding the specific financial needs of healthcare practitioners, SVWM delivers tailored advice on NHS pensions, private practice finances, and tax-efficient investment options.
**Client-Centric Approach:**
SVWM serves a broad range of clients, including individuals, families, medical professionals, and small to medium enterprises. Their client-focused philosophy fosters long-lasting relationships built on trust, transparency, and a deep understanding of client needs.
**Regulation and Core Values:**
As an independent advisory firm, SVWM is not affiliated with any particular product providers, allowing for unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to rigorous regulatory standards. SVWM is dedicated to clear communication, ethical conduct, and a steadfast commitment to securing the best outcomes for its clients.
**Location and Accessibility:**
Headquartered in Oxford, SVWM proudly serves clients across the UK, offering in-person meetings at their office or convenient virtual consultations to ensure accessibility.
Through their all-encompassing financial planning services, SVWM empowers clients to adeptly manage the complexities of financial affairs—from wealth accumulation to preservation—ultimately providing peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading name among financial advisers in Oxfordshire, dedicated to providing tailored financial planning and investment advice. Founded by Jonathan Lawrence, this independent advisory firm is based in the heart of Oxford. SVWM prides itself on crafting personalized strategies that align with each client’s unique financial goals, whether they are individuals, families, or small to medium-sized businesses.
One of the key services offered by SVWM is pension planning. They assist clients in navigating both personal and workplace pensions, helping to create a roadmap for a comfortable retirement. Their knowledgeable advisers understand the nuances of retirement planning, ensuring clients are well-prepared for the future with the right strategies in place.
Another area of focus for SVWM is investments. With their expertise, financial advisers in Oxfordshire work closely with clients to develop investment portfolios that grow wealth while managing risk effectively. They take into consideration individual risk profiles, allowing for customized investment strategies that align with each person’s comfort level and financial aspirations.
SVWM also offers corporate services tailored for business owners. This includes advice on company pensions and group protection plans, which support business growth while ensuring employee welfare. By understanding the financial landscape from a corporate perspective, SVWM helps businesses make strategic decisions that benefit both their operations and their team members.
For medical professionals, SVWM provides specialist services to address their unique financial needs. From navigating NHS pensions to exploring tax-efficient investment opportunities, their expert advisers ensure that doctors and medical practitioners can focus on their patients while feeling secure about their financial future.
What sets Strategic Vision Wealth Management apart from other financial advisers in Oxford is their unwavering commitment to client relationships. They emphasize trust, transparency, and communication, ensuring that clients feel supported throughout their financial journey. As an authorized and regulated firm by the Financial Conduct Authority (FCA), they adhere to high regulatory standards, providing peace of mind to all their clients.
Conveniently located in Oxford, SVWM serves clients across the UK, offering both in-person meetings and virtual consultations. Whether you are looking for retirement planning, investment advice, or corporate financial solutions, SVWM stands ready to help, making them a top choice among financial advisers in Oxfordshire.
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