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 premier independent financial advisory firm committed to offering tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM distinguishes itself through a personalized approach, ensuring that every client receives advice crafted to suit their distinct financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM guides clients in managing both personal and workplace pensions, facilitating a secure and enjoyable retirement. – **Investments:** The firm provides expert advice on investment portfolios, focusing on enhancing clients’ wealth while balancing risk in line with their individual risk tolerance. – **Retirement Planning:** Their comprehensive strategies encompass retirement income planning, tax optimization, and estate management, all aimed at ensuring lasting financial security. – **Corporate Services:** For business owners, SVWM offers insights on company pensions, group protection, and various financial solutions to foster business growth and support employee welfare. – **Specialist Services for Medical Professionals:** Understanding the unique financial landscape faced by doctors and healthcare practitioners, SVWM provides specialized guidance on NHS pensions, private practice management, and tax-efficient investment opportunities. **Client Focus:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-centric philosophy prioritizes building enduring relationships grounded in trust, transparency, and comprehensive understanding. **Regulation and Philosophy:** As an independent entity, SVWM is not affiliated with any particular product providers, allowing them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to high regulatory standards. Their guiding principles emphasize clear communication, ethical practices, 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 meetings at their office or convenient virtual consultations, ensuring accessibility and ease. Through their holistic approach to financial management, SVWM empowers clients to navigate the complexities of wealth accumulation and preservation, ultimately fostering financial tranquility.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a trusted name among financial advisers in Oxfordshire. Based in Oxford, this independent financial advisory firm is dedicated to providing tailored financial planning and investment advice. Founded by Jonathan Lawrence, SVWM focuses on understanding each client’s unique financial needs, ensuring personalized service.
One of the standout features of SVWM is their comprehensive approach to financial planning. They offer a range of services, including expert advice on pensions, which helps clients prepare for a comfortable retirement. Whether it’s personal or workplace pensions, their goal is to guide you toward financial security in your later years. Additionally, their investment strategies are designed to grow your wealth while taking into account your individual risk tolerance.
Retirement planning is another area where SVWM excels. They provide strategies for income during retirement, tax planning, and estate planning to help ensure you have a stable financial future. For business owners, SVWM offers corporate services that include guidance on company pensions and employee benefits, fostering both business growth and employee welfare.
SVWM also recognizes that medical professionals have unique financial situations. They provide specialized services, focusing on NHS pensions, private practice, and tax-efficient investments. This bespoke service makes them one of the preferred financial advisers for doctors and healthcare practitioners in Oxfordshire.
What sets SVWM apart is their client-focused philosophy. They emphasize building long-term relationships based on trust and transparency. As independent financial advisers in Oxford, they are not tied to specific products, allowing them to provide impartial advice tailored to your needs. This commitment to ethical practices and open communication has earned them a solid reputation among their clients.
Located in Oxford, SVWM serves clients across the UK, offering both in-person and virtual consultations for convenience. Their comprehensive financial planning services are designed to help you navigate the complexities of wealth management from accumulation to preservation. With Strategic Vision Wealth Management, you can achieve financial peace of mind with the support of expert financial advisers in Oxfordshire.
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