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 counsel. Founded by Jonathan Lawrence, SVWM is dedicated to a personalized service model, ensuring that every client receives advice meticulously aligned with their specific financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM specializes in both personal and workplace pension solutions, guiding clients to secure a comfortable retirement. – **Investments:** The firm offers expert advice on crafting investment portfolios, focusing on wealth growth while carefully managing risk based on individual profiles. – **Retirement Planning:** SVWM provides comprehensive strategies for retirement income, tax optimization, and estate planning, all aimed at safeguarding clients’ financial futures. – **Corporate Services:** For business owners, SVWM delivers insights on company pensions, group protection, and various financial products designed to foster business expansion and enhance employee welfare. – **Specialist Services for Medical Professionals:** Acknowledging the distinct financial challenges faced by healthcare practitioners, SVWM extends specialized guidance on NHS pensions, private practice considerations, and tax-efficient investment strategies. **Client Focus:** SVWM serves a broad spectrum of clients, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-centric philosophy prioritizes the establishment of enduring relationships grounded 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 offer unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to rigorous regulatory standards. Their guiding principles emphasize clear communication, ethical conduct, and a steadfast commitment to achieving optimal client outcomes. **Location and Contact:** Situated in the heart of Oxford, SVWM proudly serves clients throughout the UK, offering consultations either at their offices or through virtual meetings for enhanced convenience and accessibility. Through their extensive financial planning services, SVWM aims to empower clients in navigating the intricate landscape of financial management, from wealth accumulation to preservation, ultimately providing peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is an independent financial advisory firm based in the heart of Oxford, Oxfordshire. Founded by Jonathan Lawrence, this firm stands out among financial advisers in Oxfordshire with its commitment to providing customized financial planning and investment advice. By focusing on each client’s unique financial situation and goals, SVWM ensures that the advice given is not just generic, but tailored to fit individual needs.
One of the key services offered by SVWM is pension planning. They assist clients with both personal and workplace pensions, helping them prepare for a comfortable retirement. This includes advising on the best strategies to maximize pension contributions and benefits. Additionally, their investment services guide clients in building and managing their investment portfolios, aiming to grow wealth while keeping risks aligned with each client’s personal risk profile.
Retirement planning is another area where SVWM excels. They understand the importance of having a solid plan for income in retirement, including tax and estate planning. With their help, clients can feel secure knowing their finances are structured to support them long after they stop working. Furthermore, for business owners, SVWM offers corporate services that include company pensions and employee protection plans, facilitating business growth while ensuring employee welfare.
A standout feature of SVWM is their specialized services designed for medical professionals, such as doctors. Recognizing the unique financial challenges faced by those in the medical field, they provide tailored advice on NHS pensions, private practice considerations, and tax-efficient investments. This specialized knowledge makes them a go-to choice among financial advisers for medical professionals in Oxfordshire.
SVWM prides itself on building long-lasting relationships with clients, emphasizing trust, transparency, and communication. As independent financial advisers, they are not tied to any specific product providers, allowing them to deliver impartial advice that truly serves their clients’ best interests. Their regulatory status through the Financial Conduct Authority (FCA) ensures that clients receive advice that adheres to high ethical standards.
Located in Oxford, SVWM is accessible to a broad audience across the UK, offering both in-person and virtual consultations. By focusing on comprehensive financial planning, this team of financial advisers in Oxfordshire helps clients navigate the complexities of managing wealth, ensuring peace of mind through every stage of their financial journey.
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