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 premier independent financial advisory firm committed to providing tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM is known for its individualized approach, ensuring that each client receives guidance specifically aligned with their financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM offers expertise in both personal and workplace pensions, assisting clients in crafting a secure retirement plan. – **Investments:** The firm provides insightful advice on investment portfolios, focusing on wealth growth while carefully managing risk based on individual profiles. – **Retirement Planning:** Their services encompass income strategies for retirement, tax optimization, and estate planning, ensuring clients enjoy financial stability after they retire. – **Corporate Services:** For business owners, SVWM delivers tailored advice on company pensions, group protection, and various financial solutions aimed at fostering business growth and enhancing employee benefits. – **Specialized Services for Medical Professionals:** Understanding the distinct financial requirements of doctors and healthcare practitioners, SVWM provides expert guidance on NHS pensions, private practice finances, and tax-efficient investment strategies. **Client Focus:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-centric philosophy prioritizes establishing long-term relationships founded on trust, transparency, and a deep understanding of their clients’ needs. **Regulation and Philosophy:** As an independent advisory firm, SVWM is free from affiliations with any specific product providers, enabling them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring compliance with rigorous regulatory standards. SVWM operates on principles of clear communication, ethical conduct, and an unwavering commitment to achieving the best possible outcomes for their clients. **Location and Contact:** Situated in Oxford, SVWM caters to clients throughout the UK, often conducting meetings at their offices or through virtual consultations for added convenience. Through their comprehensive approach to financial management, SVWM empowers clients to navigate the complexities of wealth accumulation and preservation, providing them with the peace of mind they deserve.
Additional Information:
Strategic Vision Wealth Management (SVWM), based in Oxfordshire, is a leading independent financial advisory firm that aims to offer tailored financial planning services to its clients. Founded by Jonathan Lawrence, SVWM is dedicated to understanding the unique financial situations of each client, making them stand out among financial advisers in Oxford and throughout Oxfordshire. Their personalized approach ensures clients receive advice that aligns with their specific goals and aspirations.
One of the core services provided by SVWM is pension planning. They help individuals and companies navigate both personal and workplace pension schemes, ensuring that clients can plan for a comfortable and secure retirement. With their expert guidance, clients can make informed decisions about their pension options, setting a solid foundation for their financial future.
In addition to pensions, SVWM specializes in investment advice. Their team assists clients in building investment portfolios that aim to grow wealth while managing risk effectively. By understanding individual risk profiles, SVWM offers tailored investment strategies that ensure clients feel confident about their financial decisions. This level of personalized service makes them a reliable choice among financial advisers in Oxfordshire.
Retirement planning is another critical area of focus for SVWM. They provide comprehensive strategies that include income planning during retirement, tax optimization, and estate planning. This holistic approach aims to secure clients’ financial well-being even after they have stopped working, offering peace of mind during those golden years.
For business owners, SVWM offers corporate services that address company pensions and group protection products, vital for supporting employee welfare and promoting business growth. Their expertise in this area ensures that entrepreneurs can focus on their business while knowing their financial health is in capable hands.
Additionally, SVWM recognizes the specific needs of medical professionals. They provide specialized financial advice tailored to doctors and healthcare practitioners, covering areas like NHS pensions and tax-efficient investment options. This targeted approach allows them to serve a diverse clientele, from private individuals and families to small and medium-sized enterprises.
As regulated financial advisers in Oxford and across Oxfordshire, SVWM prides itself on transparency and ethical practices. Their commitment to clear communication and achieving the best outcomes for clients has earned them a trusted reputation in the region. Whether through in-person meetings or virtual consultations, SVWM strives to make financial management accessible and straightforward for everyone.
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