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 tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM emphasizes a personalized service, ensuring that each client’s distinct financial needs and aspirations are met with precision. **Service Offerings:** – **Pensions:** SVWM guides clients through personal and workplace pension options, promoting effective planning for a secure retirement. – **Investments:** They offer expert advice on crafting investment portfolios designed to enhance wealth while aligning with individual risk appetites. – **Retirement Planning:** Their services encompass strategies for retirement income, tax optimization, and estate planning to safeguard financial stability after retirement. – **Corporate Services:** For entrepreneurs, SVWM provides insights into company pensions, group protection, and other financial solutions to bolster business growth and support employee well-being. – **Specialist Services for Medical Professionals:** Understanding the specific financial challenges faced by doctors and healthcare practitioners, SVWM delivers expert guidance on NHS pensions, private practices, and tax-efficient investment strategies. **Client Focus:** SVWM serves a wide array of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-first approach prioritizes the establishment of enduring relationships founded on trust, transparency, and a thorough understanding of each client’s goals. **Regulation and Philosophy:** As an independent entity, SVWM is free from any affiliations with product providers, allowing them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring their operations adhere to the highest regulatory standards. Their foundational philosophy revolves around clear communication, ethical conduct, and a dedication to achieving optimal outcomes for their clientele. **Location and Contact:** Situated in Oxford, SVWM extends its services throughout the UK, frequently accommodating clients with on-site meetings or virtual consultations for added convenience and accessibility. Through their comprehensive approach to financial management, SVWM empowers clients to navigate the complexities of wealth accumulation and preservation, ultimately fostering financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is an independent financial advisory firm located in Oxford, Oxfordshire. With a focus on bespoke financial planning, SVWM is committed to providing tailored advice that aligns with each client’s unique financial situation and objectives. Founded by Jonathan Lawrence, the firm takes pride in building long-term relationships based on trust, transparency, and understanding.
One of the key areas where SVWM excels is in pensions. The team helps clients navigate both personal and workplace pensions, ensuring they have a solid plan for a comfortable retirement. This guidance is crucial, especially as retirement approaches, and it allows clients to feel secure about their financial future.
Investments are another significant service offered by SVWM. Their financial advisers in Oxfordshire work closely with clients to create customized investment portfolios. By assessing individual risk profiles, they aim to grow wealth while effectively managing potential risks. This personalized investment strategy is designed to help clients achieve their financial goals over time.
Retirement planning is a multifaceted service provided by SVWM. They offer strategies that encompass income planning, tax considerations, and estate planning, all aimed at ensuring financial security after retirement. With so many factors to consider, having expert guidance from financial advisers in Oxford can make a significant difference in a client’s peace of mind.
For business owners, SVWM provides corporate services that include advice on company pensions and group protection. These services not only support business growth but also promote employee welfare, making it a win-win for both employers and employees.
Moreover, SVWM recognizes the specific financial needs of medical professionals. They provide specialist advice on NHS pensions, private practice matters, and tax-efficient investments. This tailored approach ensures that doctors and other medical practitioners can confidently manage their unique financial challenges.
With a dedicated team of financial advisers in Oxfordshire, SVWM serves a diverse clientele, from private individuals and families to small and medium-sized enterprises. Their client-centric approach is reinforced by their commitment to clear communication and ethical practices.
Being regulated by the Financial Conduct Authority (FCA) ensures that SVWM adheres to high standards in financial advice. Their comprehensive financial planning services help clients navigate the complexities of financial management, ultimately leading to greater financial peace of mind.
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