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 guidance. Founded by Jonathan Lawrence, SVWM is renowned for its individualized service, ensuring that each client receives advice specifically aligned with their financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM supports clients in navigating both personal and workplace pensions, assisting them in preparing for a secure retirement. – **Investments:** The firm offers expert advice on constructing investment portfolios, focusing on wealth growth while aligning with each client’s risk tolerance. – **Retirement Planning:** Their strategies encompass retirement income generation, tax planning, and estate planning, aiming to safeguard financial stability after retirement. – **Corporate Services:** SVWM provides business owners with insights on company pensions, group protection, and other financial solutions designed to enhance business development and employee welfare. – **Specialist Services for Medical Professionals:** Acknowledging the distinct financial requirements of healthcare practitioners, SVWM delivers expert advice on areas such as NHS pensions, private practice finances, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM serves a wide array of clients, including individuals, families, healthcare professionals, and small to medium-sized businesses. Their philosophy emphasizes building enduring relationships founded on trust, transparency, and a deep understanding of client needs. **Regulatory Compliance and Ethical Standards:** As an independent entity, SVWM is not affiliated with any specific product providers, enabling them to provide unbiased recommendations. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring compliance with rigorous industry standards. Their core principles focus on clear communication, ethical conduct, and a steadfast commitment to achieving optimal outcomes for their clients. **Location and Accessibility:** Situated in Oxford, SVWM caters to clients throughout the UK, offering meetings at their office or via virtual consultations for added convenience and accessibility. Through their holistic approach to financial planning, SVWM is dedicated to guiding clients through the intricacies of financial management, from wealth accumulation to preservation, fostering a sense of financial security and peace of mind.
Additional Information:
Strategic Vision Wealth Management, often referred to as SVWM, is a distinguished financial advisory firm located in Oxfordshire. With a strong emphasis on personalized service, the team at SVWM works closely with clients to understand their unique financial needs and aspirations. Whether you’re an individual planning for retirement or a business owner seeking corporate financial solutions, their independent financial advisers in Oxfordshire are dedicated to providing tailored strategies that align with your goals.
One of the core services SVWM offers is pension planning, assisting clients with both personal and workplace pensions to help secure a comfortable retirement. Understanding that each client has different risk tolerances, they also provide bespoke investment advice aimed at growing wealth while managing risks effectively. Their financial advisers in Oxford are particularly skilled in developing investment portfolios that suit individual profiles, ensuring peace of mind as clients work towards their financial objectives.
Retirement planning is another key area where SVWM excels. They provide comprehensive strategies for income in retirement, including tax-efficient estate planning, so clients can feel assured about their financial security after leaving the workforce. This attention to detail is a hallmark of SVWM’s client-centric approach, which prioritizes long-term relationships built on trust and transparency.
In addition to individual services, SVWM understands the unique financial challenges faced by business owners. They offer corporate services that include advice on company pensions and group protection plans, which are essential for employee welfare and business growth. Their expertise is especially beneficial for small to medium-sized enterprises looking to enhance their financial well-being.
For medical professionals, SVWM offers specialized services that address the financial complexities unique to doctors and healthcare practitioners. Their understanding of NHS pensions and private practice financial management positions them as a valuable resource for those in the medical field.
Regulated by the Financial Conduct Authority (FCA), SVWM maintains high standards of ethical practice and communication. Their independent status allows them to provide unbiased advice, making them a trusted choice among financial advisers in Oxford and across Oxfordshire. Whether meeting in person or via virtual consultations, SVWM is committed to helping clients navigate the complexities of financial management, ensuring they achieve their financial goals with confidence.
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