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 customized financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM takes pride in its individualized service model, ensuring that every client receives guidance that reflects their distinct financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM offers expertise in both personal and workplace pensions, assisting clients in crafting a roadmap for a secure and enjoyable retirement. – **Investments:** The firm delivers tailored advice on investment portfolios, focusing on wealth growth while carefully balancing risk aligned with each client’s risk appetite. – **Retirement Planning:** Comprehensive strategies are developed for post-retirement income, tax efficiency, and estate planning, aiming to secure clients’ financial futures. – **Corporate Services:** SVWM provides business owners with insights into company pension schemes, group protection plans, and various financial instruments designed to foster business development and enhance employee benefits. – **Specialized Services for Medical Professionals:** Understanding the unique financial challenges faced by healthcare practitioners, SVWM offers expert guidance on NHS pensions, private practice finances, and tax-efficient investment options. **Client Focus:** SVWM serves a broad range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-centric approach prioritizes building enduring relationships rooted in trust, transparency, and mutual understanding. **Regulation and Philosophy:** As an independent entity, SVWM is free from ties to specific product providers, enabling them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring compliance with rigorous industry standards. Their philosophy emphasizes clear communication, ethical practices, and a steadfast commitment to achieving optimal results for their clients. **Location and Contact:** Based in Oxford, SVWM extends its services throughout the UK, frequently conducting meetings at client locations or through virtual consultations for enhanced convenience and accessibility. With a holistic approach to financial planning, SVWM empowers clients to navigate the complexities of financial management—ensuring both wealth accumulation and preservation for lasting financial tranquility.
Additional Information:
Strategic Vision Wealth Management (SVWM) is an independent financial advisory firm based in Oxford, Oxfordshire, dedicated to providing tailored financial planning and investment advice. Founded by Jonathan Lawrence, SVWM stands out among financial advisers in Oxfordshire by focusing on personalized services that cater to each client’s unique financial situation and aspirations. Their commitment to understanding individual needs ensures that every piece of advice is relevant and actionable.
One of the core services offered by SVWM includes pension planning, where they assist clients in navigating both personal and workplace pensions. This guidance is crucial for anyone aiming for a comfortable retirement, ensuring that your future financial needs are met. Additionally, SVWM provides investment advice, helping clients craft investment portfolios that align with their risk tolerance while aiming for wealth growth. This careful balance of risk and reward is essential for effective financial management.
SVWM takes a comprehensive approach to retirement planning, focusing not just on income but also on tax and estate planning. This holistic strategy allows clients to feel secure about their financial future post-retirement. For business owners, SVWM offers valuable corporate services, including advice on company pensions and group protection plans. This support can enhance employee welfare and contribute to overall business growth, making SVWM a trusted partner for many small to medium-sized enterprises.
What sets SVWM apart is their specialized services for medical professionals. They recognize the unique financial challenges faced by doctors and healthcare practitioners, offering expert advice on NHS pensions, private practice finances, and tax-efficient investment strategies. This niche expertise positions SVWM as a leading choice among financial advisers in Oxford, particularly for those in the medical field.
As an independent firm, SVWM is not tied to any specific financial products, enabling them to provide unbiased advice. Their authorization and regulation by the Financial Conduct Authority (FCA) further reinforce their commitment to ethical practices and meeting high industry standards. Clients can expect clear communication and a dedication to achieving the best outcomes tailored to their needs.
Located in Oxfordshire, SVWM is available for consultations across the UK, whether in person or virtually. Their client-centric approach fosters long-term relationships built on trust, making them a reliable resource for anyone seeking financial advisers in Oxford or throughout Oxfordshire. Ultimately, SVWM aims to simplify the complexities of financial management, ensuring peace of mind for all their clients.
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