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) is an independent financial advisory firm located in Oxford, Oxfordshire, UK. Founded by Jonathan Lawrence, SVWM is committed to offering customized financial planning and investment guidance tailored to each client’s individual circumstances and aspirations. **Services Provided:** – **Pensions**: SVWM supports clients with personal and workplace pension plans, guiding them towards a secure and comfortable retirement. – **Investments**: The firm offers expert advice on creating investment portfolios designed to enhance wealth while carefully managing risk based on each client’s specific risk tolerance. – **Retirement Planning**: SVWM develops comprehensive strategies for retirement income, tax optimization, and estate planning, ensuring clients enjoy financial stability after they retire. – **Corporate Services**: For business owners, SVWM provides insights into company pensions, group protection schemes, and various financial products that promote business growth and employee well-being. – **Specialized Services for Medical Professionals**: Understanding the distinctive financial challenges faced by healthcare practitioners, SVWM delivers focused advice on NHS pensions, private practice considerations, and tax-efficient investments. **Client Focus:** SVWM serves a wide array of clients, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-centric philosophy prioritizes building long-term relationships grounded in trust, transparency, and a deep understanding of client needs. **Regulation and Philosophy:** As an independent entity, SVWM is free from affiliations with specific product providers, enabling them to offer unbiased advice. They are regulated by the Financial Conduct Authority (FCA), which upholds their commitment to high regulatory standards. Their guiding principles include clear communication, ethical conduct, and a focus on achieving optimal results for their clients. **Location and Contact:** Situated in Oxford, SVWM caters to clients throughout the UK, often utilizing both in-person meetings and virtual consultations to ensure accessibility and convenience. Through their holistic financial planning services, SVWM empowers clients to effectively navigate the complexities of financial management, from wealth growth to preservation, promoting overall financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading name among financial advisers in Oxfordshire, dedicated to providing personalized financial planning and investment advice. Based in the heart of Oxford, this independent advisory firm is founded by Jonathan Lawrence, who understands that every client has unique financial goals and circumstances. SVWM takes pride in its bespoke approach, ensuring that each client receives tailored advice that aligns with their individual needs.
One of the key services offered by SVWM is pension planning. Whether you’re looking at personal pensions or workplace options, their expertise helps clients prepare for a comfortable retirement. Furthermore, they specialize in investment strategies that focus on growing wealth while carefully managing risks. Each investment portfolio is designed with consideration for individual risk profiles, ensuring a balanced approach to wealth accumulation.
Retirement planning is another crucial area where SVWM excels. They provide comprehensive strategies for generating income post-retirement, which includes tax planning and estate planning. This holistic view of financial security after retirement is essential for long-term peace of mind. Additionally, for business owners, SVWM offers corporate services that cover company pensions and group protection, designed to support business growth and employee welfare.
A unique feature of SVWM is their specialized services aimed at medical professionals. Understanding the distinct financial challenges faced by doctors and medical practitioners, SVWM provides tailored advice on NHS pensions, private practice finances, and tax-efficient investment options. This focus on the needs of specialists showcases their commitment to serving diverse clientele, from private individuals and families to small and medium-sized enterprises.
As independent financial advisers in Oxfordshire, SVWM is not tied to specific product providers, which allows them to deliver impartial advice. They are regulated by the Financial Conduct Authority (FCA), ensuring that all practices meet stringent regulatory standards. Their philosophy emphasizes clear communication, ethical practices, and a strong commitment to achieving the best outcomes for clients.
Conveniently located in Oxford, SVWM serves clients across the UK, offering consultations both in-person and virtually. This flexibility enhances accessibility for clients, making it easier to navigate the complexities of financial management. Whether you’re looking to accumulate wealth or preserve it, SVWM strives to provide financial peace of mind through comprehensive financial planning. If you’re in search of financial advisers in Oxford or across Oxfordshire, SVWM is a trusted partner to consider.
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