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 tailored financial planning and investment guidance. Founded by Jonathan Lawrence, SVWM focuses on a personalized approach, ensuring every client receives advice that aligns with their specific financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM supports clients in managing both personal and workplace pensions, guiding them towards a secure and comfortable retirement. – **Investments:** The firm offers expert advice on investment portfolios, aiming to enhance clients’ wealth while carefully managing risk based on individual risk tolerance. – **Retirement Planning:** SVWM develops comprehensive strategies that encompass income generation in retirement, tax optimization, and estate planning to safeguard clients’ financial future. – **Corporate Services:** For business owners, SVWM provides insights on company pension schemes, group protection, and various financial products that promote growth and support employee well-being. – **Specialized Services for Medical Professionals:** Understanding the distinct financial challenges faced by doctors and healthcare practitioners, SVWM delivers expert guidance on NHS pensions, private practice finances, and tax-efficient investment opportunities. **Client-Centric Approach:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-focused philosophy prioritizes building long-lasting relationships rooted in trust, transparency, and understanding. **Regulatory Compliance and Core Values:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, allowing them to offer unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to rigorous regulatory standards. Their core values emphasize clear communication, ethical conduct, and a steadfast commitment to achieving optimal results for their clients. **Location and Accessibility:** Situated in Oxford, SVWM caters to clients throughout the UK, often conducting meetings at their offices or via virtual consultations for enhanced convenience. Through their holistic financial planning services, SVWM strives to empower clients in managing their financial journeys, from wealth accumulation to preservation, ensuring lasting financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading name among financial advisers in Oxfordshire, providing tailored financial planning and investment advice to a diverse clientele. Established by Jonathan Lawrence, this independent advisory firm emphasizes a personalized approach to wealth management, ensuring each client receives advice that suits their unique goals and financial circumstances. Whether you are an individual, a family, or a business owner, SVWM is dedicated to helping you achieve financial peace of mind.
One of the key services offered by SVWM is assistance with pensions. They guide clients through both personal and workplace pension plans, helping to lay the groundwork for a comfortable retirement. By focusing on retirement planning, SVWM provides strategies that encompass income in retirement, tax planning, and estate planning, addressing every aspect of financial security after you stop working.
In addition to pensions, SVWM also offers investment advice tailored to individual risk profiles. This allows clients to grow their wealth while managing risk, ensuring they can meet their financial objectives over time. For business owners, SVWM’s corporate services include advice on company pensions and group protection, offering essential support for business growth and employee welfare. Their expertise even extends to medical professionals, providing specialized financial advice that caters to the unique needs of doctors, including NHS pensions and tax-efficient investment strategies.
What sets SVWM apart from other financial advisers in Oxford is their commitment to building long-term relationships based on trust and transparency. They cater to various clientele, from private individuals to small and medium-sized enterprises, ensuring that each client feels understood and valued. As an independent firm, they are not beholden to any product providers, allowing them to offer impartial advice tailored to the best interests of their clients.
SVWM is located in Oxford, Oxfordshire, and serves clients across the UK. They offer flexible meeting options, whether in-person at their office or through virtual consultations, making financial advice accessible and convenient. With their dedication to clear communication and ethical practices, SVWM stands out as a reliable partner for anyone seeking financial advisers in Oxfordshire. By choosing SVWM, clients can navigate the complexities of financial management with confidence, from wealth accumulation to preservation.
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