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 dedicated independent financial advisory firm committed to offering tailored financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM takes pride in delivering personalized services that align with each client’s distinct financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM supports clients in navigating personal and workplace pension schemes, assisting them in preparing for a secure and fulfilling retirement. – **Investments:** The firm offers expert advice on creating and managing investment portfolios, focusing on wealth growth while carefully balancing risk according to each client’s profile. – **Retirement Planning:** SVWM develops comprehensive strategies for retirement income, tax optimization, and estate planning, ensuring clients achieve financial stability long after their working years. – **Corporate Services:** For entrepreneurs and business owners, SVWM provides guidance on company pensions, employee protection plans, and various financial products designed to foster business expansion and enhance employee wellbeing. – **Specialized Services for Medical Professionals:** Acknowledging the distinct financial requirements of healthcare practitioners, SVWM delivers expert advice on NHS pensions, private practice finances, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM serves a varied clientele, including individuals, families, medical professionals, and small to medium-sized enterprises, emphasizing a client-focused philosophy that prioritizes enduring relationships based on trust, transparency, and mutual understanding. **Regulatory Standards and Philosophy:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, enabling them to offer unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to rigorous regulatory standards. Their guiding principles include clear communication, ethical practices, and a steadfast commitment to securing optimal outcomes for their clients. **Location and Accessibility:** Situated in Oxford, SVWM proudly serves clients throughout the UK, offering the flexibility of meetings at their office or through virtual consultations to enhance convenience and accessibility. Through their extensive financial planning services, SVWM empowers clients to effectively manage their financial journeys, from wealth accumulation to preservation, ensuring peace of mind in their financial futures.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading independent firm of financial advisers in Oxfordshire, dedicated to providing personalized financial planning and investment advice. Founded by Jonathan Lawrence, SVWM stands out by ensuring that each client receives tailored guidance suited to their specific financial needs and aspirations. This client-centric approach fosters long-term relationships based on trust and transparency.
One of the key services offered by SVWM is pension planning. Whether clients are looking at personal or workplace pensions, the team assists them in planning for a comfortable retirement. This ensures that individuals can enjoy their golden years without financial stress. Additionally, SVWM helps clients navigate complex investment portfolios, focusing on wealth growth while managing risks according to each client’s unique risk profile.
Retirement planning is another significant focus for SVWM. They provide a comprehensive strategy covering income generation in retirement, tax planning, and estate planning. This holistic approach aims to secure clients’ financial futures and offers peace of mind during their retirement years. For business owners, SVWM provides specialized corporate services, including company pensions and group protection, which are essential for fostering business growth and supporting employee welfare.
Recognizing that specific professions have unique financial needs, SVWM also offers specialist services for medical professionals. This includes expert advice on NHS pensions, private practice matters, and tax-efficient investment strategies, ensuring that doctors and healthcare providers are well-equipped for their financial future.
As one of the prominent financial advisers in Oxfordshire, SVWM serves a diverse client base comprised of individuals, families, professionals, and small to medium-sized enterprises. The firm is authorized and regulated by the Financial Conduct Authority (FCA), which guarantees that they adhere to strict regulatory standards while providing unbiased advice that is not tied to any particular product providers.
Conveniently located in Oxford, SVWM is accessible to clients throughout the UK. They offer flexible meeting options, whether in-person at their office or through virtual consultations, making it easy for clients to receive the financial advice they need. With their commitment to clear communication and ethical practices, Strategic Vision Wealth Management aims to help clients effectively navigate the complexities of financial management, from wealth accumulation to preservation, ensuring financial peace of mind.
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