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 solutions. Founded by Jonathan Lawrence, SVWM stands out for its individualized approach, ensuring that each client receives financial guidance that aligns with their specific circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM aids clients in managing both personal and workplace pensions, focusing on strategies to secure a comfortable retirement. – **Investments:** The firm offers expert advice on investment portfolios, focusing on wealth growth while carefully balancing risk according to each client’s profile. – **Retirement Planning:** Their retirement strategies encompass income generation, tax optimization, and estate planning, all aimed at ensuring financial stability in later years. – **Corporate Services:** SVWM supports business owners with advice on company pensions, group protection, and various financial products that promote business expansion and employee well-being. – **Specialized Services for Medical Professionals:** Understanding the distinct financial requirements of healthcare providers, SVWM delivers specialized insights on NHS pensions, private practice considerations, and tax-efficient investment strategies. **Client Engagement:** SVWM serves a broad spectrum of clients, including individuals, families, healthcare professionals, and small to medium-sized enterprises. Their client-focused philosophy emphasizes the development of long-term relationships grounded in trust, transparency, and mutual understanding. **Regulatory Compliance and Values:** As an independent entity, SVWM is not affiliated with any particular product providers, which empowers them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to rigorous regulatory standards. Their core values include clear communication, ethical conduct, and an unwavering commitment to achieving optimal outcomes for their clients. **Location and Accessibility:** Headquartered in Oxford, SVWM caters to clients throughout the UK, offering consultations at their office or through virtual meetings for added convenience. Through their comprehensive financial planning services, SVWM is dedicated to guiding clients through the intricacies of financial management, from wealth accumulation to preservation, ensuring lasting financial security and peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a top choice for anyone seeking reliable financial advisers in Oxfordshire. Headquartered in the vibrant city of Oxford, this independent financial advisory firm specializes in providing tailored financial planning and investment advice. Founded by Jonathan Lawrence, SVWM is dedicated to understanding the unique financial situations and goals of each client, ensuring that everyone receives personalized support.
One of the standout services offered by SVWM is pension planning. Whether you’re looking at personal or workplace pensions, their team is here to assist you in preparing for a comfortable retirement. Understanding the importance of a solid retirement plan, SVWM takes the time to work with clients to develop strategies that best suit their needs.
In addition to pensions, SVWM provides expert investment guidance. Their financial advisers in Oxford take a collaborative approach, helping clients create investment portfolios that align with their risk tolerance and long-term objectives. This careful management of investments aims to grow clients’ wealth while minimizing potential risks, making it a vital service for anyone looking to build financial security.
Retirement planning is another key focus for Strategic Vision Wealth Management. They not only offer strategies for generating income after retirement but also provide valuable insights on tax and estate planning. This holistic view ensures that clients can enjoy their retirement years without financial worry.
For business owners in Oxfordshire, SVWM delivers corporate services that include advice on company pensions and group protection. They understand that a thriving business is not just about profitability; it’s also about supporting employee welfare through financial benefits.
SVWM also caters to the unique financial needs of medical professionals. Their specialized services for doctors and healthcare practitioners address topics like NHS pensions and tax-efficient investments, ensuring that those in the medical field receive the guidance they require.
As an independent firm, SVWM is not tied to any specific providers, which allows them to give unbiased advice. They are regulated by the Financial Conduct Authority (FCA), ensuring high standards of practice. By emphasizing clear communication and ethical practices, SVWM builds long-term relationships with their clients, making them a trusted choice among financial advisers in Oxfordshire.
If you’re looking for comprehensive financial planning in Oxford, consider reaching out to Strategic Vision Wealth Management. Their commitment to personalized service makes them an excellent resource for anyone navigating the complexities of financial management.
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