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 an independent financial advisory firm committed to providing tailored financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM focuses on a personalized strategy that aligns with the individual financial circumstances and aspirations of each client. **Services Offered:** – **Pensions:** SVWM offers guidance on both personal and workplace pensions, helping clients secure a comfortable retirement. – **Investments:** The firm advises on investment portfolios designed to enhance wealth while carefully managing risk based on each client’s unique risk appetite. – **Retirement Planning:** SVWM provides comprehensive strategies for retirement income, tax planning, and estate management to ensure lasting financial security. – **Corporate Services:** Business owners can benefit from SVWM’s expertise in company pensions, group protection, and various financial products aimed at fostering business growth and supporting employee welfare. – **Specialist Services for Medical Professionals:** Understanding the specific financial needs of healthcare practitioners, SVWM offers targeted advice on NHS pensions, private practice considerations, and tax-efficient investment strategies. **Client Focus:** SVWM serves a diverse array of clients, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-centric philosophy emphasizes the importance of building enduring relationships grounded in trust, transparency, and mutual understanding. **Regulation and Philosophy:** As an independent entity, SVWM is not affiliated with any particular product providers, enabling them to deliver unbiased advice. They are regulated by the Financial Conduct Authority (FCA), ensuring compliance with rigorous industry standards. Their guiding principles revolve around clear communication, ethical conduct, and a steadfast commitment to achieving optimal results for their clients. **Location and Contact:** Situated in Oxford, SVWM caters to clients throughout the UK, offering the flexibility of in-person meetings or virtual consultations for added convenience. Through holistic financial planning, SVWM empowers clients to navigate the intricacies of financial management, from wealth accumulation to preservation, providing them with peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a premier choice for those seeking financial advisers in Oxfordshire. Located in the heart of Oxford, this independent financial advisory firm was founded by Jonathan Lawrence, who has built a reputation for providing personalized financial planning and investment advice. SVWM understands that each client has unique needs, so they tailor their services to align with individual financial goals.
One of the key services offered by SVWM is retirement planning. They help clients navigate the complexities of pensions, ensuring that both personal and workplace pension plans contribute to a comfortable retirement. Their knowledgeable advisers work closely with individuals to create strategies for income in retirement, including tax planning and estate management, which are essential for securing financial stability after one’s working years.
For those interested in growing their wealth, SVWM provides expert guidance on investment portfolios. The team emphasizes a risk-managed approach that takes into account each client’s risk tolerance and investment objectives. This careful planning not only aims to enhance wealth but also to protect it in changing market conditions.
SVWM also caters to the needs of business owners with their corporate services. They offer advice on company pensions and group protection plans, which are vital for supporting workforce welfare and fostering business growth. Their understanding of the financial landscape helps businesses make informed decisions that can lead to long-term success.
A standout feature of SVWM is their specialist services for medical professionals. Recognizing the unique financial challenges faced by doctors and medical practitioners, they provide tailored advice on NHS pensions, private practice considerations, and tax-efficient investments. This specialized knowledge positions them as some of the leading financial advisers in Oxfordshire for those in the healthcare sector.
With a strong commitment to building lasting relationships based on trust and transparency, SVWM prides itself on delivering impartial advice. As regulated and authorized by the Financial Conduct Authority (FCA), clients can feel secure in their financial planning journey. Whether you are based in Oxford or elsewhere in the UK, SVWM offers both in-person and virtual consultations, making access to expert financial advice as convenient as possible.
In conclusion, if you’re searching for reliable financial advisers in Oxfordshire, Strategic Vision Wealth Management stands out with its bespoke approach to financial planning, ensuring that each client achieves their individual goals with confidence and clarity.
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