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 solutions. Founded by Jonathan Lawrence, SVWM distinguishes itself through a personalized methodology, ensuring that each client receives advice specifically aligned with their individual financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM guides clients in managing both personal and workplace pensions, helping them strategize for a secure and enjoyable retirement. – **Investments:** The firm offers expert insights on investment portfolios, focusing on wealth growth while closely monitoring risk in accordance with each client’s risk appetite. – **Retirement Planning:** Their services encompass comprehensive strategies for retirement income, tax efficiency, and estate planning, all aimed at ensuring lasting financial security after retirement. – **Corporate Services:** SVWM provides business owners with strategic advice on company pension schemes, group protection, and various financial instruments to foster business development and enhance employee benefits. – **Specialized Services for Medical Professionals:** Understanding the distinctive financial challenges faced by healthcare practitioners, SVWM offers expert guidance on NHS pensions, private practice finances, and tax-efficient investment opportunities. **Client Focus:** SVWM serves a wide-ranging clientele, including individuals, families, healthcare professionals, and small to medium-sized enterprises. Their client-centric approach prioritizes building enduring relationships based on trust, transparency, and mutual understanding. **Regulation and Philosophy:** As an independent advisory firm, SVWM is free from ties to specific product providers, which enables them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to high regulatory standards. Their guiding philosophy emphasizes clear communication, ethical practices, and a steadfast commitment to achieving optimal outcomes for clients. **Location and Contact:** Situated in Oxford, SVWM serves clients throughout the UK, offering the convenience of in-person meetings or virtual consultations to accommodate their needs. With their all-encompassing financial planning services, SVWM is dedicated to assisting clients in navigating the complexities of financial management—supporting them in wealth accumulation, preservation, and ultimately providing peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading choice among financial advisers in Oxfordshire, dedicated to helping clients reach their financial goals through tailored planning and investment strategies. Headquartered in the historic city of Oxford, SVWM stands out for its personalized approach, ensuring that every client receives bespoke advice that aligns with their individual needs. Founded by Jonathan Lawrence, the firm emphasizes building long-term relationships based on trust and transparency.
One of the core services offered by SVWM includes pensions, where they guide clients through personal and workplace pension options. This support is crucial for those looking to secure a comfortable retirement. Additionally, they assist clients in crafting investment portfolios designed to grow wealth while managing risks according to individual profiles. Effective retirement planning is another key service, providing strategies for income during retirement, tax management, and estate planning.
For business owners, SVWM offers corporate services that cover company pensions and group protection plans, ensuring that employee welfare is prioritized alongside business growth. They also cater to the specialized financial needs of medical professionals, providing expert advice on NHS pensions, private practice considerations, and tax-efficient investment options. This focus on diverse clientele makes them a preferred choice among financial advisers in Oxford.
SVWM’s independence from specific product providers allows them to offer impartial and unbiased advice. This independence is complemented by their regulation by the Financial Conduct Authority (FCA), which guarantees adherence to high standards of practice. Their philosophy of clear communication and ethical practices ensures clients feel supported throughout their financial journeys.
Conveniently located in Oxford, SVWM offers consultations both in-person and virtually, making their services accessible to clients across the UK. This flexibility allows them to meet the evolving needs of their clients while providing expert guidance in financial planning. For anyone seeking reliable financial advisers in Oxfordshire, Strategic Vision Wealth Management serves as an excellent resource for navigating the complexities of financial management. By focusing on wealth accumulation and preservation, SVWM helps clients achieve peace of mind about their financial futures.
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