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 strategies. Founded by Jonathan Lawrence, SVWM emphasizes a personalized methodology, ensuring that each client receives advice specifically designed to meet their individual financial objectives and circumstances. **Services Provided:** – **Pensions:** SVWM offers expert guidance on both personal and workplace pensions, assisting clients in crafting a strategy for a secure and enjoyable retirement. – **Investments:** The firm advises on investment portfolios, focusing on wealth growth while carefully managing risk based on clients’ unique risk tolerances. – **Retirement Planning:** SVWM implements comprehensive strategies for retirement income, tax efficiency, and estate planning, fostering financial stability in clients’ post-retirement years. – **Corporate Services:** For entrepreneurs, SVWM provides advice on company pensions, group protection plans, and various financial solutions to enhance business expansion and employee support. – **Specialized Services for Medical Professionals:** Understanding the distinctive financial challenges faced by healthcare practitioners, SVWM delivers expert guidance on NHS pensions, private practice finances, and tax-efficient investment options. **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 enduring relationships grounded in trust, transparency, and a deep understanding of client needs. **Regulatory Standards and Core Values:** As an independent entity, SVWM is free from affiliations with specific product providers, ensuring unbiased advice tailored to each client’s situation. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to rigorous industry standards. Their core values emphasize clear communication, ethical practices, and a steadfast dedication to achieving optimal results for clients. **Location and Accessibility:** Situated in Oxford, SVWM offers services to clients throughout the UK, accommodating meetings at their office or through virtual consultations for added convenience. Through its comprehensive approach to financial planning, SVWM empowers clients to navigate the complexities of wealth management, from accumulation to preservation, ultimately fostering a sense of financial security and peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is an independent financial advisory firm based in Oxford, Oxfordshire, dedicated to helping clients achieve their financial goals through tailored financial planning and investment advice. Founded by Jonathan Lawrence, SVWM stands out among financial advisers in Oxfordshire for its personalized approach, ensuring that every client receives advice that fits their unique financial situation.
One of the key services offered by SVWM is pension planning. Whether you are looking at personal pensions or workplace pension schemes, SVWM provides guidance to help you plan for a comfortable retirement. This essential service allows clients to understand their options and make informed decisions about their future.
Investments are another area where SVWM shines. Their experienced team helps clients design investment portfolios that not only aim to grow wealth but also consider individual risk profiles. This balanced approach ensures that clients can safely navigate the often complex investment landscape, making SVWM a trusted name among financial advisers in Oxford.
Retirement planning is crucial, and SVWM offers strategies that encompass income generation, tax planning, and estate planning. With their support, clients can feel secure about their financial situation in retirement. For business owners, SVWM provides corporate services like advice on company pensions and group protection, promoting employee welfare and supporting business growth.
Recognizing the distinct needs of medical professionals, SVWM has developed specialist services tailored specifically for doctors and healthcare practitioners. This includes expert advice on NHS pensions, private practice finances, and tax-efficient investment options, making SVWM one of the go-to financial advisers for those in the medical field in Oxfordshire.
What truly sets SVWM apart is its client-centric focus. The firm prides itself on building long-term relationships based on trust and transparency. With a commitment to ethical practices and clear communication, clients can feel confident that SVWM is dedicated to achieving the best outcomes for them.
As an independent firm regulated by the Financial Conduct Authority (FCA), SVWM has no ties to specific product providers. This independence allows them to offer impartial advice, making them a trusted choice among financial advisers in Oxford. Their Oxford-based location allows them to serve clients across the UK, offering both in-person meetings and virtual consultations for added convenience.
In summary, if you’re seeking reliable financial advisers in Oxfordshire who prioritize your needs and goals, look no further than Strategic Vision Wealth Management. Their comprehensive financial planning services can help you navigate the complexities of financial management, ensuring peace of mind for your future.
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