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, stands as an independent financial advisory firm committed to providing tailored financial planning and investment guidance. Founded by Jonathan Lawrence, SVWM is known for its individualized approach, ensuring that each client receives customized advice that aligns with their specific financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM offers expert assistance with personal and workplace pensions, guiding clients toward a secure and comfortable retirement. – **Investments:** The firm delivers strategic insights into investment portfolios, focusing on wealth growth while balancing risk according to each client’s preferences. – **Retirement Planning:** Their comprehensive services encompass income strategies for retirement, tax optimization, and estate planning, all aimed at ensuring financial stability after clients leave the workforce. – **Corporate Services:** For entrepreneurs, SVWM provides specialized advice on company pensions, group protection plans, and additional financial products designed to foster business growth and support employee well-being. – **Specialist Services for Medical Professionals:** Understanding the distinct financial needs of healthcare providers, SVWM offers tailored guidance on NHS pensions, private practice considerations, and tax-efficient investment strategies. **Client Focus:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-focused approach prioritizes the development of long-term relationships founded on trust, transparency, and a deep understanding of client needs. **Regulation and Philosophy:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, allowing them to offer unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to rigorous regulatory standards. Their core philosophy emphasizes open communication, ethical practices, and a steadfast commitment to achieving optimal results for their clients. **Location and Contact:** Situated in Oxford, SVWM provides services to clients across the UK, often meeting them at their offices or through virtual consultations for enhanced convenience and accessibility. Through their holistic financial planning services, SVWM strives to assist clients in navigating the intricacies of financial management, from wealth accumulation to preservation, ultimately fostering financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is one of the leading financial advisers in Oxfordshire, dedicated to offering tailored financial planning and investment advice. Founded by Jonathan Lawrence, this independent advisory firm is based in the heart of Oxford and focuses on understanding the unique needs of each client. Whether you’re an individual looking to plan for retirement or a business owner seeking corporate financial services, SVWM is committed to providing personalized strategies that align with your financial goals.
One of the key services offered by SVWM is retirement planning. The firm helps clients navigate the complexities of pensions, ensuring they have a solid foundation for a comfortable retirement. Their expertise extends to both personal and workplace pensions, allowing clients to choose the best options for their situations. Additionally, their investment advice focuses on helping clients grow their wealth while managing risks, tailored to individual risk profiles.
For those in the medical field, SVWM provides specialist services that cater to the financial needs of doctors and medical practitioners. They understand the unique challenges faced by healthcare professionals, such as NHS pensions and private practice financial management. By offering tailored advice on tax-efficient investments and retirement planning, SVWM stands out as a reliable partner for medical professionals looking to secure their financial future.
SVWM’s approach centers on building long-term relationships with clients. Their client-focused philosophy emphasizes trust, transparency, and clear communication. This commitment to understanding each client’s needs sets them apart from other financial advisers in Oxfordshire. As an independent firm, SVWM is not tied to specific product providers, which allows them to give impartial advice that is always in the client’s best interest.
In addition to serving individuals and families, SVWM also caters to small and medium-sized enterprises. They offer corporate services that include advice on company pensions and group protection plans, helping business owners support both their growth and their employees’ welfare.
Located in Oxford, SVWM makes it convenient for clients across the UK to access their services, whether through in-person meetings or virtual consultations. If you’re seeking reliable financial advisers in Oxfordshire, look no further than Strategic Vision Wealth Management. Their expert team is ready to guide you toward achieving financial peace of mind.
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