Strategic Vision Wealth Management – Financial Planning Oxfordshire
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 offering tailored financial planning and investment guidance. Founded by Jonathan Lawrence, SVWM stands out for its individualized service, ensuring that every client receives advice specifically crafted to fit their unique financial circumstances and aspirations. **Our Services:** – **Pensions:** SVWM provides expert assistance with both personal and workplace pensions, guiding clients toward a secure and comfortable retirement. – **Investments:** The firm offers tailored advice on investment portfolios, focusing on wealth growth while effectively managing risk based on individual risk tolerance. – **Retirement Planning:** Their comprehensive strategies encompass retirement income, tax optimization, and estate planning to safeguard financial well-being in retirement. – **Corporate Services:** SVWM supports business owners with solutions for company pensions, group protection, and various financial products aimed at fostering business growth and enhancing employee benefits. – **Specialized Services for Medical Professionals:** Understanding the distinct financial needs of healthcare practitioners, SVWM delivers expert guidance on NHS pensions, private practice considerations, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized businesses. They prioritize a client-focused philosophy that fosters long-lasting relationships built on trust, transparency, and a deep understanding of each client’s needs. **Regulatory Standards and Core Values:** 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), adhering to rigorous standards. Their guiding principles include clear communication, ethical conduct, and a steadfast commitment to securing the best possible outcomes for clients. **Location and Accessibility:** Situated in Oxford, SVWM extends its services throughout the UK, frequently meeting clients at their locations or via virtual consultations for added convenience. Through their all-encompassing financial planning services, SVWM empowers clients to navigate the intricate landscape of financial management, from wealth creation to preservation, ensuring peace of mind for the future.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading name among financial advisers in Oxford and Oxfordshire, known for its independent and personalized approach to financial planning. Founded by Jonathan Lawrence, SVWM takes pride in tailoring financial advice to meet the unique needs of each client. Whether you are looking to plan for retirement, manage investments, or explore corporate financial services, SVWM is dedicated to guiding you through every step of the financial journey.
One of the standout services offered by SVWM is their pension planning. They help clients navigate both personal and workplace pensions, ensuring that everyone can work towards a comfortable retirement. Retirement planning is crucial, and SVWM emphasizes strategies that include income generation, tax planning, and estate planning, all designed to secure your financial future post-retirement.
Investments are another key area where SVWM shines. As trusted financial advisers in Oxfordshire, they provide tailored advice on investment portfolios. By understanding your risk profile, they guide you in growing your wealth while managing risks effectively. This proactive approach to investments ensures that your financial goals align with your overall life objectives.
For business owners, SVWM offers specialized corporate services that focus on company pensions and group protection. These services not only help support business growth but also enhance employee welfare, thereby creating a more robust work environment. Moreover, medical professionals can benefit from SVWM’s tailored services, which address the unique financial challenges faced by doctors and medical practitioners, including NHS pensions and tax-efficient investment options.
SVWM’s client focus sets them apart. They work with a diverse range of clients, from individuals and families to small and medium-sized enterprises. Their philosophy is rooted in building long-term relationships based on trust, transparency, and understanding. As independent financial advisers in Oxford, they are not tied to any specific product providers, allowing them to offer impartial advice that truly benefits their clients.
Located in Oxford, SVWM provides accessible services to clients across the UK, whether through in-person meetings or convenient virtual consultations. Their commitment to clear communication and ethical practices makes them a reliable choice for anyone seeking financial planning services in Oxfordshire. With SVWM, you can navigate the complexities of financial management with confidence, ensuring peace of mind for your financial future.
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