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 providing tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM focuses on delivering personalized service, ensuring that each client receives advice that aligns with their specific financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM offers expertise in both personal and workplace pensions, guiding clients toward a secure and fulfilling retirement. – **Investments:** They assist clients in developing investment portfolios designed to enhance wealth while effectively managing associated risks based on individual risk tolerance. – **Retirement Planning:** Their services encompass strategies for generating retirement income, tax optimization, and estate planning, all aimed at securing financial stability in later years. – **Corporate Services:** For entrepreneurs and business owners, SVWM provides insightful advice on company pensions, group protection plans, and various financial products to foster business growth and employee well-being. – **Specialized Services for Medical Professionals:** Understanding the distinct financial needs of doctors and healthcare practitioners, SVWM offers focused advice on NHS pensions, private practice considerations, and tax-efficient investment opportunities. **Client Orientation:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-centric methodology prioritizes building long-lasting relationships based on trust, clarity, and a deep understanding of each client’s needs. **Regulatory Compliance and Philosophy:** As an independent entity, SVWM is not affiliated with any specific product providers, allowing them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), which ensures adherence to high regulatory standards. Their philosophy emphasizes transparent communication, ethical conduct, and a steadfast commitment to achieving optimal results for their clients. **Location and Accessibility:** With its headquarters in Oxford, SVWM caters to clients throughout the UK, offering flexible meeting options, including in-person consultations and virtual meetings for enhanced convenience. Through their comprehensive financial planning services, SVWM strives to empower clients to navigate the intricate landscape of financial management, from wealth accumulation to preservation, ultimately ensuring peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a trusted name among financial advisers in Oxford and across Oxfordshire. Founded by Jonathan Lawrence, this independent financial advisory firm specializes in providing bespoke financial planning and investment advice. What sets SVWM apart is their commitment to personalized service, ensuring that each client receives tailored guidance based on their unique financial situation and goals.
One of the key services offered by SVWM is pension planning. They help individuals with both personal and workplace pensions, aiming to create a roadmap for a comfortable retirement. In addition, their investment services focus on helping clients build wealth while managing risk according to their specific risk profiles. This is crucial in today’s market, where understanding risk is vital for long-term success.
Retirement planning is another important aspect of their offerings. SVWM provides strategies for generating income during retirement, alongside tax and estate planning to secure financial stability. For business owners, they offer corporate services, including advice on company pensions and group protection, which are essential for supporting business growth while also ensuring employee welfare. This comprehensive approach makes them a valuable resource for small to medium-sized enterprises looking to enhance their financial health.
Specialized services for medical professionals are also a highlight at SVWM. They understand that doctors and other medical practitioners often have unique financial situations, especially concerning NHS pensions and private practice. Their expertise in providing tax-efficient investment advice for this sector further establishes them as leading financial advisers in Oxfordshire.
Client relationships are central to SVWM’s philosophy. They focus on building long-term connections based on trust and transparency. By being an independent firm, they are free to provide impartial advice without being tied to specific product providers. This independence, combined with their authorization and regulation by the Financial Conduct Authority (FCA), assures clients that they are receiving high-quality guidance that adheres to strict regulatory standards.
Located in Oxford, SVWM serves clients not just locally but throughout the UK. They offer flexibility in consultations, whether in-person or via virtual meetings, making it easy for clients to access their services. With their extensive knowledge and client-focused approach, Strategic Vision Wealth Management stands out as a leading choice among financial advisers in Oxfordshire, helping clients navigate the complexities of financial management with confidence.
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