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 offering customized financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM emphasizes a personalized methodology, ensuring that each client receives tailored advice that aligns with their specific financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM provides expert assistance with personal and workplace pensions, guiding clients in creating a secure retirement plan. – **Investments:** The firm offers professional advice on investment portfolios, focusing on wealth growth while carefully managing risk based on individual risk tolerance. – **Retirement Planning:** SVWM develops comprehensive strategies for retirement income, tax optimization, and estate planning, helping clients achieve financial stability after they retire. – **Corporate Services:** Business owners can benefit from SVWM’s expertise in company pensions, group protection, and various financial products designed to enhance business growth and employee welfare. – **Specialist Services for Medical Professionals:** Understanding the distinct financial needs of healthcare practitioners, SVWM delivers expert guidance on NHS pensions, private practice considerations, and tax-efficient investment options. **Client Focus:** SVWM serves a varied clientele, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-focused approach prioritizes the development of long-lasting relationships grounded in trust, transparency, and mutual understanding. **Regulation and Philosophy:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, enabling them to provide unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring compliance with high regulatory standards. Their philosophy centers on clear communication, ethical practices, and a steadfast dedication to securing optimal outcomes for clients. **Location and Contact:** Situated in the heart of Oxford, SVWM caters to clients throughout the UK, offering both in-person meetings and virtual consultations for enhanced accessibility and convenience. Through their holistic approach to financial planning, SVWM empowers clients to navigate the intricacies of financial management, from wealth creation to preservation, ensuring lasting financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) stands out among financial advisers in Oxfordshire, providing customized financial planning and investment advice. Founded by Jonathan Lawrence, this independent firm focuses on understanding each client’s unique financial situation and goals. Their personalized approach means that whether you’re an individual, a family, or a small business, you receive tailored advice that meets your specific needs.
One of the key services offered by SVWM is pension planning. They assist clients with both personal and workplace pensions to help ensure a comfortable retirement. Their experts guide you through options that fit your lifestyle and retirement aspirations, making them a trusted choice among financial advisers in Oxford. Having a well-structured retirement plan is crucial, and SVWM takes the time to develop strategies that ensure clients have the income they need during their golden years.
In addition to pensions, SVWM offers investment management services. Their experienced financial advisers in Oxfordshire work with clients to create investment portfolios that align with their risk profiles. The goal is to grow wealth while managing potential risks, allowing clients to invest with confidence. Their focus on ethical practices and transparent communication fosters long-term relationships, reassuring clients that their investments are in capable hands.
Corporate services are another area where SVWM excels. Business owners can benefit from tailored advice on company pensions and group protection schemes. This support not only helps in meeting employee welfare needs but also contributes to the overall growth of the business. SVWM recognizes the challenges faced by small and medium-sized enterprises and provides solutions designed to promote financial health and stability.
Moreover, SVWM has specialized services for medical professionals, acknowledging the unique financial situations faced by doctors and practitioners. Their experienced advisers offer insights on NHS pensions, private practice finances, and tax-efficient investment strategies. This expertise in niche markets makes them valuable resources for those in the medical field, further solidifying their reputation in financial planning.
Located in Oxfordshire, Strategic Vision Wealth Management serves clients across the UK, offering both in-person and virtual consultations. This flexibility enhances accessibility, ensuring that all clients can take advantage of their comprehensive financial planning services. With their commitment to quality and client satisfaction, SVWM remains a top choice among financial advisers in Oxfordshire, helping individuals and businesses navigate the complexities of financial management for peace of mind.
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