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 strategies. Founded by Jonathan Lawrence, SVWM stands out for its individualized approach, ensuring that every client receives advice specifically designed to meet their distinct financial needs and aspirations.
**Services Provided:**
– **Pensions:** SVWM offers expertise in both personal and workplace pensions, guiding clients in their journey towards a secure and comfortable retirement.
– **Investments:** The firm specializes in crafting investment portfolios that focus on wealth growth while balancing risk according to each client’s personal risk tolerance.
– **Retirement Planning:** SVWM develops comprehensive strategies for retirement income, tax optimization, and estate planning, all aimed at securing financial stability in the post-retirement phase.
– **Corporate Solutions:** For business owners, SVWM provides strategic advice on company pensions, group protection plans, and other financial products that foster business expansion and enhance employee benefits.
– **Specialized Services for Medical Professionals:** Acknowledging the specific financial requirements of healthcare practitioners, SVWM delivers expert guidance on NHS pensions, private practice finances, and tax-efficient investment options.
**Client-Centric Approach:**
SVWM serves a wide range of clients, including individuals, families, healthcare professionals, and small to medium-sized enterprises. Their client-focused philosophy emphasizes building long-lasting relationships grounded in trust, transparency, and mutual understanding.
**Regulatory Compliance and Core Values:**
As an independent advisory firm, SVWM is not affiliated with any particular product providers, enabling them to offer unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), which guarantees adherence to high regulatory standards. Their core values include clear communication, ethical conduct, and a steadfast dedication to delivering optimal results for their clients.
**Location and Accessibility:**
Situated in the heart of Oxford, SVWM caters to clients throughout the UK, providing in-person consultations at their office or virtual meetings for enhanced convenience and accessibility.
Through their all-encompassing financial planning services, SVWM strives to empower clients in managing the intricacies of financial life—from wealth accumulation to preservation—ensuring lasting financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading name among financial advisers in Oxfordshire, dedicated to providing tailored financial planning and investment advice. Established by Jonathan Lawrence, this independent advisory firm is headquartered in the heart of Oxford. What sets SVWM apart is its commitment to personalized service, ensuring that every client receives advice that aligns with their unique financial situations and goals.
One of the key offerings from SVWM is their expertise in pensions. Whether you’re looking at personal or workplace pensions, the team is well-equipped to assist clients in planning for a comfortable retirement. They understand that a secure future is built on thoughtful planning today, and they address this through comprehensive pension strategies.
Investment management is another crucial service provided by SVWM. The firm’s advisers work closely with clients to create and manage investment portfolios that align with individual risk profiles and financial objectives. The aim is to grow wealth responsibly while minimizing risks, making them a top choice for those seeking reliable financial advisers in Oxford.
Retirement planning is also a focal area for SVWM, encompassing strategies for income in retirement, tax planning, and estate planning. With their guidance, clients can navigate the complexities of financial security post-retirement, ensuring peace of mind during those golden years.
For business owners, SVWM offers corporate services that address company pensions, group protection, and other financial products that support both business growth and employee welfare. They understand the unique challenges faced by small to medium-sized enterprises and offer solutions tailored to those needs.
SVWM also recognizes the specific financial needs of medical professionals. Their specialized services for doctors include expert advice on NHS pensions, private practice financial management, and tax-efficient investment options. This niche focus makes them a respected choice among healthcare professionals seeking financial advisers in Oxford.
As a regulated firm authorized by the Financial Conduct Authority (FCA), SVWM operates with a philosophy of clear communication and ethical practices. Their client-centric approach fosters long-term relationships based on trust and transparency. For those in Oxfordshire and beyond seeking experienced financial advisers, SVWM is ready to assist. Conveniently located in Oxford, they offer in-person meetings and virtual consultations to accommodate clients across the UK. With SVWM, navigating the complexities of financial management has never been easier, allowing clients to focus on what matters most to them.
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