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 services. Founded by Jonathan Lawrence, SVWM takes pride in its individualized approach, ensuring that each client receives customized guidance aligned with their specific financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM supports clients in both personal and workplace pension schemes, facilitating effective retirement planning for a secure future. – **Investments:** The firm offers strategic advice on investment portfolios, focusing on wealth growth while carefully managing risk according to each client’s risk appetite. – **Retirement Planning:** This encompasses comprehensive strategies for retirement income, tax optimization, and estate planning to safeguard financial well-being after retirement. – **Corporate Services:** Business owners benefit from SVWM’s expertise in company pensions, group protection, and various financial products designed to enhance business development and employee support. – **Specialist Services for Medical Professionals:** Understanding the distinct financial needs of healthcare practitioners, SVWM provides specialized counsel on NHS pensions, private practices, 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-focused methodology emphasizes building long-term relationships grounded in trust, transparency, and personalized understanding. **Regulation and Philosophy:** As an independent entity, SVWM is not affiliated with specific product providers, allowing them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), meeting rigorous regulatory standards. Their core philosophy is rooted in clear communication, ethical practices, and a steadfast commitment to achieving optimal results for their clients. **Location and Contact:** Based in Oxford, SVWM proudly serves clients nationwide, offering flexible meeting options—whether in-person at their office or through virtual consultations—to ensure convenience and accessibility. Through their comprehensive financial strategies, SVWM aims to empower clients to navigate the complexities of financial management, from asset accumulation to preservation, ensuring peace of mind for their financial future.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a standout choice among financial advisers in Oxfordshire, dedicated to providing tailored financial planning and investment advice. Founded by Jonathan Lawrence, this independent firm is based in Oxford and focuses on understanding each client’s unique financial situation and objectives. With SVWM, clients can expect personalized service aimed at guiding them on their path to financial security.
One of the key services offered by SVWM is pension planning. Whether you are looking at personal pensions or workplace options, they help clients prepare for a comfortable retirement. This ensures that individuals can enjoy their golden years without financial stress. Additionally, their investment advice is designed to grow clients’ wealth while carefully balancing risk according to each person’s risk profile.
Retirement planning is another important aspect of SVWM’s service portfolio. They assist clients with strategies for generating income in retirement, tax planning, and estate planning. This comprehensive approach ensures that you will have the financial resources needed to enjoy life after work. For business owners, SVWM offers corporate services that include advice on company pensions and employee welfare, further demonstrating their commitment to supporting local enterprises.
Medical professionals can also benefit from SVWM’s specialist services, tailored to meet the unique financial needs of doctors and medical practitioners. They provide expert guidance on NHS pensions, private practices, and tax-efficient investments, recognizing that the financial landscape for medical professionals can be particularly complex.
As one of the leading financial advisers in Oxfordshire, SVWM prides itself on building long-term relationships with clients. Their client-focused approach emphasizes trust, transparency, and clear communication. Being an independent firm means they are not tied to any specific products, allowing them to provide unbiased advice that truly serves clients’ best interests.
SVWM is authorized and regulated by the Financial Conduct Authority (FCA), ensuring compliance with high regulatory standards. Their philosophy centers around ethical practices and a commitment to achieving the best outcomes for their clients. Located in Oxford, they serve individuals and businesses across the UK, offering consultations either in-person or virtually for added convenience.
In summary, if you’re looking for reliable financial advisers in Oxford or financial advisers in Oxfordshire, Strategic Vision Wealth Management provides a comprehensive suite of services designed to help you navigate the complexities of financial management and achieve peace of mind.
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