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) is an independent financial advisory firm located in Oxford, Oxfordshire, UK, founded by Jonathan Lawrence. The firm is dedicated to providing tailored financial planning and investment solutions designed to meet the distinct needs and aspirations of each client. **Services Offered:** – **Pensions:** SVWM guides clients through personal and workplace pension options, helping to ensure a secure and comfortable retirement. – **Investments:** With a focus on portfolio management, SVWM aims to enhance clients’ wealth while balancing risk according to their individual profiles. – **Retirement Planning:** The firm develops comprehensive strategies for retirement income, tax efficiency, and estate planning, promoting financial stability in later years. – **Corporate Services:** SVWM supports business owners with advice on company pensions, group protection, and various financial products that foster business expansion and employee welfare. – **Specialist Services for Medical Professionals:** Understanding the unique financial landscapes faced by healthcare practitioners, SVWM offers targeted guidance on NHS pensions, private practice finances, and tax-efficient investment strategies. **Client Focus:** SVWM serves a varied clientele, including individuals, families, healthcare professionals, and small to medium-sized enterprises. Their commitment to a client-centric model fosters long-lasting relationships grounded in trust, transparency, and mutual understanding. **Regulation and Philosophy:** As an independent entity, SVWM is free from affiliations with specific product providers, enabling them to deliver unbiased advice. They are fully authorized and regulated by the Financial Conduct Authority (FCA), adhering to the highest standards of regulatory compliance. Their guiding philosophy emphasizes clear communication, ethical conduct, and a steadfast dedication to securing optimal outcomes for clients. **Location and Contact:** Situated in Oxford, SVWM provides services to clients across the UK, often conducting meetings at client locations or through virtual consultations to enhance convenience and accessibility. Through their all-encompassing financial planning services, SVWM is committed to assisting clients in navigating the complexities of financial management, striving for both wealth growth and preservation to ensure peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading choice among financial advisers in Oxfordshire, located in the heart of Oxford. This independent financial advisory firm, founded by Jonathan Lawrence, is dedicated to providing personalized financial planning and investment services. SVWM takes pride in its client-centric approach, ensuring that every client receives tailored advice that aligns with their unique financial goals and circumstances.
One of the key services offered by SVWM is pension planning. Whether it’s personal or workplace pensions, their team helps clients prepare for a comfortable retirement. This service is especially vital as it lays the groundwork for financial security in later years. Additionally, their investment services focus on crafting and managing portfolios that aim to grow wealth while carefully considering each client’s risk tolerance.
Retirement planning is another area where SVWM shines. They offer comprehensive strategies for generating income during retirement, alongside tax planning and estate planning services. This holistic approach helps clients navigate the complexities of financial management during their golden years, which is an essential aspect of any long-term financial strategy.
For business owners, SVWM provides corporate services that include advice on company pensions and group protection. These offerings are designed to enhance employee welfare and support business growth, making them invaluable for small to medium-sized enterprises. Moreover, SVWM also understands the unique challenges faced by medical professionals. They offer specialized financial guidance for doctors, covering areas like NHS pensions and tax-efficient investments.
As a reputable firm among financial advisers in Oxford, SVWM builds long-term relationships with its clients based on trust and clear communication. The firm is authorized and regulated by the Financial Conduct Authority (FCA), ensuring compliance with high regulatory standards. This independence from specific product providers allows them to deliver unbiased advice aimed at achieving the best outcomes for their clients.
SVWM’s office in Oxford is easily accessible, and they also offer virtual consultations for clients across the UK. This flexibility ensures that everyone can access quality financial advice when needed. Whether you are an individual looking to secure your future, a family planning for retirement, or a business owner seeking corporate financial solutions, Strategic Vision Wealth Management stands out as a trusted choice among financial advisers in Oxfordshire.
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