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), situated in Oxford, Oxfordshire, UK, is a distinguished independent financial advisory firm committed to offering tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM takes pride in its customized approach, ensuring that every client receives guidance specifically aligned with their individual financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM aids clients in managing both personal and workplace pension schemes, facilitating a secure and enjoyable retirement. – **Investments:** The firm offers expert advice on crafting investment portfolios that strive to enhance wealth while balancing risk in line with each client’s risk tolerance. – **Retirement Planning:** Their services encompass income strategies for retirement, tax optimization, and estate planning, all aimed at securing financial stability in later years. – **Corporate Services:** SVWM extends its expertise to business owners, providing insights on company pensions, group protection plans, and other financial solutions to foster business growth and employee welfare. – **Specialist Services for Medical Professionals:** Understanding the distinct financial challenges faced by doctors and healthcare practitioners, SVWM delivers specialized counsel on NHS pensions, private practice considerations, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM serves a varied clientele, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-focused methodology fosters enduring relationships built on trust, transparency, and mutual understanding. **Regulatory Compliance and Core Values:** As an independent entity, SVWM is not affiliated with any specific product providers, enabling them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to high standards of practice. Their core values emphasize clear communication, ethical conduct, and a steadfast commitment to achieving optimal outcomes for clients. **Location and Accessibility:** Located in Oxford, SVWM caters to clients throughout the UK, offering the flexibility of in-person meetings or virtual consultations for enhanced convenience. Through their holistic financial planning services, SVWM strives to empower clients to confidently navigate the complexities of financial management, from wealth accumulation to preservation, ultimately ensuring peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading independent financial advisory firm based in Oxford, Oxfordshire. Established by Jonathan Lawrence, SVWM focuses on delivering customized financial planning and investment advice to meet each client’s specific needs. With a commitment to building long-term relationships, SVWM is known for its personalized approach, ensuring that clients feel understood and valued in their financial journey.
The services offered by SVWM are diverse and cater to different financial stages and goals. For individuals looking toward retirement, their pension planning service is essential. They help clients navigate both personal and workplace pensions, ensuring a comfortable retirement plan. Additionally, their investment guidance is tailored to fit individual risk profiles, allowing clients to grow their wealth while managing potential risks effectively.
Retirement planning is another cornerstone of SVWM’s offerings. They develop strategies that cover income in retirement, tax planning, and estate planning. This comprehensive service ensures that clients can enjoy financial security and peace of mind after they retire. For business owners, SVWM provides corporate services, including company pensions and group protection plans, to enhance employee welfare and support business growth.
One of the standout features of SVWM is its specialized services for medical professionals. They recognize that doctors and medical practitioners have unique financial needs and provide tailored advice regarding NHS pensions and private practice considerations. This focus on specific professions is a testament to their understanding of diverse client needs, making them a top choice among financial advisers in Oxfordshire.
SVWM emphasizes trust, transparency, and a client-centric approach, making them a reliable option for anyone in need of financial guidance. As independent financial advisers in Oxford, they are not tied to specific product providers, allowing them to offer impartial advice. SVWM is authorized and regulated by the Financial Conduct Authority (FCA), ensuring that their practices align with high regulatory standards.
Conveniently located in Oxford, SVWM serves clients throughout the UK. They offer flexible meeting options, whether at their office or via virtual consultations, making it easy for clients to access valuable financial advice. By providing comprehensive financial planning, Strategic Vision Wealth Management helps individuals and businesses navigate the complexities of finance, delivering peace of mind and clarity for a secure financial future.
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