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 strategies. Founded by Jonathan Lawrence, SVWM focuses on delivering individualized advice that aligns with the distinct financial objectives and situations of each client. **Services Offered:** – **Pensions:** SVWM supports clients in both personal and workplace pension planning, ensuring a secure and enjoyable retirement. – **Investments:** The firm offers expert guidance on creating investment portfolios aimed at wealth growth while effectively managing risk based on clients’ specific profiles. – **Retirement Planning:** Their services encompass comprehensive strategies for generating income in retirement, tax optimization, and estate planning to safeguard financial stability after retirement. – **Corporate Services:** SVWM provides business owners with insights on company pension schemes, group protection plans, and other financial solutions designed to enhance business development and employee well-being. – **Specialist Services for Medical Professionals:** Understanding the unique financial landscapes faced by doctors and healthcare practitioners, SVWM offers specialized advice on NHS pensions, private practice considerations, and tax-efficient investment options. **Client Focus:** SVWM serves a varied clientele, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-centric approach prioritizes the establishment of long-term relationships founded on trust, transparency, and a deep understanding of client needs. **Regulation and Philosophy:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, enabling them to deliver unbiased advice. Regulated by the Financial Conduct Authority (FCA), they adhere to the highest regulatory standards. Their operational philosophy is grounded in clear communication, ethical conduct, and a steadfast commitment to securing optimal outcomes for their clients. **Location and Contact:** Located in Oxford, SVWM extends its services to clients throughout the UK, offering the convenience of in-person meetings or virtual consultations to accommodate diverse needs. With a comprehensive approach to financial management, SVWM is dedicated to guiding clients through the complexities of wealth accumulation and preservation, ultimately providing peace of mind in their financial journey.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading name in the field of financial planning in Oxfordshire. Located in the heart of Oxford, this independent firm offers tailored financial advice to help individuals and businesses achieve their financial goals. Established by Jonathan Lawrence, SVWM is dedicated to understanding each client’s unique financial situation, ensuring that the advice provided is personalized and effective.
One of the key services offered by SVWM is pension planning. Whether you are looking to arrange a personal pension or improve workplace pension schemes, their team can guide you towards a secure and comfortable retirement. They also focus on investments, helping clients build diverse portfolios that align with their risk preferences while aiming for growth. This holistic approach is what sets them apart from other financial advisers in Oxfordshire.
Retirement planning is another cornerstone of SVWM’s services. They assist clients in creating strategies for income during retirement, as well as addressing tax and estate planning needs. This thorough planning ensures peace of mind as clients transition into their later years, knowing they have the financial support they need. Additionally, SVWM offers corporate services, providing essential financial products to business owners that promote employee welfare and business growth.
For medical professionals, SVWM understands the unique financial needs that come with the profession. They offer specialized advice on NHS pensions and private practice matters, ensuring that doctors can make informed decisions regarding their financial future. This specialization makes SVWM one of the go-to financial advisers for those in the medical field.
What truly distinguishes SVWM from other financial advisers in Oxford is their commitment to building long-term relationships with their clients. They prioritize trust and transparency, ensuring that clients feel comfortable discussing their financial concerns. Being an independent firm means they are not tied to specific product providers, allowing for impartial advice that is always in the client’s best interest.
Regulated by the Financial Conduct Authority (FCA), SVWM adheres to high industry standards, reinforcing their dedication to ethical practices. Whether you prefer meeting in person or through virtual consultations, their team is ready to assist clients throughout the UK. With their comprehensive financial planning services, Strategic Vision Wealth Management aims to help you navigate the complexities of financial management, providing you with confidence in your financial future.
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