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 the heart of Oxford, Oxfordshire, UK, is a premium independent financial advisory firm committed to offering customized financial planning and investment guidance. Founded by Jonathan Lawrence, SVWM distinguishes itself through a personalized service model that focuses on understanding the specific financial circumstances and aspirations of each client. **Services Offered:** – **Pensions:** SVWM provides expert assistance with both personal and workplace pensions, facilitating effective planning for a secure retirement. – **Investments:** The firm offers tailored advice on investment portfolios, aiming to enhance clients’ wealth while balancing risk based on individual risk tolerance. – **Retirement Planning:** SVWM develops comprehensive strategies that encompass income generation in retirement, tax optimization, and estate planning to ensure clients’ financial stability after they retire. – **Corporate Services:** For entrepreneurs, SVWM delivers insights into company pensions, group protection plans, and various financial products designed to foster business growth and enhance employee benefits. – **Specialist Services for Medical Professionals:** Understanding the distinct financial requirements of healthcare providers, SVWM offers targeted advice on NHS pensions, private practice finances, and tax-efficient investment strategies. **Client Focus:** SVWM serves a broad range of clients, including individuals, families, medical professionals, and small to medium enterprises. Their client-centric philosophy emphasizes the importance of building enduring relationships founded on trust, transparency, and mutual understanding. **Regulation and Philosophy:** As an independent advisory entity, SVWM is free from affiliations with specific product providers, enabling them to offer unbiased advice tailored to client needs. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to high regulatory standards. Their guiding principles focus on clear communication, ethical conduct, and a steadfast commitment to securing the best results for clients. **Location and Contact:** Situated in Oxford, SVWM proudly serves clients throughout the UK, offering consultations at their offices or via virtual meetings for added convenience and flexibility. Through their holistic approach to financial management, SVWM endeavors to assist clients in navigating the intricate landscape of wealth accumulation and preservation, ultimately providing peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) is an independent financial advisory firm based in Oxford, Oxfordshire. With a strong focus on personalized financial planning, SVWM aims to provide bespoke investment advice tailored to meet the unique needs of each client. Founded by Jonathan Lawrence, the firm stands out among financial advisers in Oxfordshire for its commitment to understanding the individual financial goals and situations of its clients, fostering long-term relationships built on trust and transparency.
SVWM offers a wide range of services, including pensions, investments, retirement planning, corporate services, and specialist solutions for medical professionals. Whether you are planning for retirement or looking to grow your investment portfolio, their team of experienced financial advisers in Oxford provides valuable guidance. They help clients navigate the complexities of personal and workplace pensions, ensuring that everyone can plan for a comfortable retirement.
In addition to retirement planning, SVWM excels in creating tailored investment strategies that align with clients’ risk profiles. This approach not only aims to grow wealth but also manages risks effectively, making them a reliable choice for those seeking financial advisers in Oxfordshire. Their corporate services also cater to business owners, providing essential advice on company pensions and group protection, which can significantly enhance employee welfare and business growth.
One of the unique aspects of SVWM is its focus on specialist services for medical professionals, such as doctors. Understanding the intricate financial challenges faced by this group, the firm offers expert advice on NHS pensions, private practice considerations, and tax-efficient investment options. This specialized knowledge makes them a leading choice among financial advisers in Oxfordshire for medical practitioners looking for tailored financial guidance.
Regulated by the Financial Conduct Authority (FCA), SVWM operates with a philosophy of clear communication and ethical practices. As an independent firm, they are not tied to any specific product providers, enabling them to deliver impartial advice that truly benefits their clients. Located conveniently in Oxford, SVWM serves clients across the UK, with options for in-person meetings or virtual consultations to enhance accessibility.
In summary, Strategic Vision Wealth Management is dedicated to helping clients achieve financial peace of mind through comprehensive financial planning. With their broad range of services and a client-centric focus, they are a trusted partner for anyone seeking financial advisers in Oxford and throughout Oxfordshire.
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