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 is renowned for its customized service, ensuring that each client receives advice that aligns with their specific financial circumstances and aspirations. **Service Offerings:** – **Pensions:** SVWM supports clients in navigating both personal and workplace pension schemes, guiding them toward a well-deserved retirement. – **Investments:** The firm offers expert advice on constructing investment portfolios designed to enhance wealth while carefully managing risk based on individual profiles. – **Retirement Planning:** Their comprehensive strategies include retirement income planning, tax optimization, and estate planning, all geared toward securing financial stability in retirement. – **Corporate Services:** For business owners, SVWM provides insights on company pensions, group protection plans, and other financial solutions to foster business growth and enhance employee benefits. – **Specialized Services for Medical Professionals:** Acknowledging the distinct financial needs of healthcare practitioners, SVWM offers tailored guidance on NHS pensions, private practice financials, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM serves a wide range of clients, from individuals and families to professionals such as doctors and small to medium-sized enterprises. Their focus on building enduring relationships is rooted in trust, transparency, and a deep understanding of each client’s needs. **Regulatory Compliance and Core Philosophy:** As an independent advisory firm, SVWM is not affiliated with any specific product providers, allowing them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to rigorous industry standards. Their guiding principles emphasize clear communication, ethical conduct, and a steadfast commitment to securing optimal results for their clients. **Location and Accessibility:** Situated in Oxford, SVWM proudly serves clients throughout the UK, offering both in-person meetings and virtual consultations for added convenience. Through their comprehensive financial management services, SVWM is dedicated to guiding clients through the intricacies of wealth growth and preservation, ultimately providing peace of mind for their financial futures.
Additional Information:
Strategic Vision Wealth Management (SVWM) is an independent financial advisory firm located in Oxford, Oxfordshire, dedicated to providing personalized financial planning and investment advice. Founded by Jonathan Lawrence, SVWM prioritizes the individual needs of its clients, ensuring that every piece of advice is tailored to their unique financial circumstances and aspirations. This customized approach has made SVWM a top choice for many seeking reliable financial advisers in Oxford and throughout Oxfordshire.
One of the standout services offered by SVWM is their comprehensive pension planning. Whether you’re looking at personal or workplace pensions, their team guides clients through the intricate process of planning for a comfortable retirement. In addition, they provide expert investment advice to help grow wealth while managing risks according to personal profiles. Their focus on client-specific investment strategies sets them apart from other financial advisers in Oxfordshire.
Retirement planning is another area where SVWM excels. They create strategies for generating income during retirement, as well as help with tax and estate planning to ensure financial security in later years. For business owners, SVWM offers corporate services that include advice on company pensions and group protection plans, aimed at fostering business growth and supporting employee welfare. This breadth of services shows their commitment to catering to a diverse clientele, including individuals, families, professionals like doctors, and small to medium-sized enterprises.
Recognizing the unique financial needs of medical professionals, SVWM offers specialized services tailored for doctors and medical practitioners. This includes guidance on NHS pensions, private practice finances, and tax-efficient investments that cater specifically to their industry. Such targeted advice is essential for navigating the complexities of financial management in the medical field, making SVWM a trusted partner for healthcare professionals.
Operating under the regulatory standards of the Financial Conduct Authority (FCA), SVWM is able to deliver impartial advice as an independent firm, free from ties to specific product providers. Their philosophy emphasizes transparency, ethical practices, and long-term relationships built on trust. Clients can expect clear communication and a commitment to achieving their financial goals, ensuring peace of mind through every step of their financial journey.
With a convenient location in Oxford, SVWM is easily accessible to clients across the UK, offering both in-person and virtual consultations. Whether you’re searching for financial advisers in Oxford or financial advisers in Oxfordshire, Strategic Vision Wealth Management stands ready to assist with all your financial planning needs.
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