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 guidance. Founded by Jonathan Lawrence, SVWM emphasizes a personalized approach, ensuring that each client receives customized advice aligned with their specific financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM supports clients in managing both personal and workplace pensions, helping them strategize for a secure and fulfilling retirement. – **Investments:** The firm offers expert advice on constructing investment portfolios, focusing on wealth growth while carefully balancing risk according to individual preferences. – **Retirement Planning:** SVWM delivers comprehensive strategies that encompass income planning for retirement, tax optimization, and estate planning to safeguard financial stability after one’s career ends. – **Corporate Services:** Business owners benefit from SVWM’s insights on company pensions, group protection plans, and other financial solutions that foster business development and enhance employee welfare. – **Specialist Services for Medical Professionals:** SVWM understands the distinct financial challenges faced by doctors and medical professionals, providing specialized advice on matters such as NHS pensions, private practice finances, and tax-efficient investment strategies. **Client Focus:** SVWM serves a wide array of clients, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-centric ethos prioritizes long-lasting relationships built on trust, transparency, and mutual understanding. **Regulation and Philosophy:** As an independent advisor, SVWM is free from affiliations with 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 practices, and a steadfast commitment to achieving optimal results for clients. **Location and Contact:** Headquartered in Oxford, SVWM extends its services to clients across the UK, offering convenience through in-person meetings at their office or virtual consultations. Through their all-encompassing financial planning services, SVWM is dedicated to helping clients navigate the intricacies of financial management—from wealth accumulation to preservation—ensuring peace of mind and financial security for the future.
Additional Information:
Strategic Vision Wealth Management (SVWM) is an independent financial advisory firm located in Oxford, Oxfordshire, dedicated to offering customized financial planning and investment advice. Established by Jonathan Lawrence, SVWM has built its reputation on a personalized approach, ensuring that each client receives tailored advice to meet their unique financial needs and goals. Whether you’re planning for retirement or managing your investments, SVWM provides comprehensive support to guide you through every step.
One of the key services offered by SVWM is pension planning. They help clients navigate both personal and workplace pensions, focusing on strategies that promote a comfortable retirement. Additionally, the firm gives valuable insights into investment portfolios, helping clients grow their wealth while also managing risks according to their individual profiles. This balanced approach to investments is a hallmark of SVWM’s philosophy.
Retirement planning is another critical area where SVWM excels. They offer strategies for generating income post-retirement, as well as tax planning and estate planning services. This ensures clients can enjoy financial security in their golden years. For business owners, SVWM provides corporate services that include advice on company pensions and group protection plans. This not only supports business growth but also contributes to the welfare of employees.
Specialized services for medical professionals are also a standout feature of SVWM’s offerings. Understanding the unique financial circumstances faced by doctors and medical practitioners, SVWM provides expert advice on NHS pensions, private practice considerations, and tax-efficient investments. This targeted approach helps medical professionals efficiently manage their finances.
As a top choice among financial advisers in Oxford and across Oxfordshire, SVWM focuses on building long-term relationships based on trust and transparency. Their commitment to ethical practices and clear communication ensures that clients always feel informed and confident in their financial decisions.
SVWM is fully regulated by the Financial Conduct Authority (FCA), which reinforces their dedication to high standards in financial advisory services. Located in Oxford, they serve clients throughout the UK, offering both in-person and virtual consultations to suit individual preferences.
In conclusion, if you’re looking for reliable financial advisers in Oxfordshire, Strategic Vision Wealth Management is well-equipped to help you navigate the complexities of financial management. With a focus on personalized service and a commitment to achieving the best outcomes, SVWM provides the expertise needed for financial peace of mind.
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