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 providing customized financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM focuses on a personalized approach, ensuring that each client receives advice specifically designed to meet their individual financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM offers support for both personal and workplace pensions, guiding clients in creating a solid plan for their retirement. – **Investments:** The firm provides expert advice on investment portfolios, aiming to enhance clients’ wealth while carefully balancing risk according to their personal risk tolerance. – **Retirement Planning:** Their services encompass strategies for generating income in retirement, tax management, and estate planning, all designed to secure financial stability for the future. – **Corporate Services:** SVWM assists business owners with guidance on company pensions, group protection, and additional financial products, fostering business growth and enhancing employee benefits. – **Specialized Services for Medical Professionals:** Understanding the distinct financial challenges faced by doctors and healthcare practitioners, SVWM offers tailored advice on NHS pensions, private practice considerations, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM serves a varied clientele, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-focused philosophy centers on building enduring relationships grounded in trust, transparency, and a deep understanding of individual needs. **Regulation and Ethical Standards:** As an independent entity, SVWM is free from affiliations with specific product providers, allowing them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to rigorous regulatory standards. Their core philosophy emphasizes clear communication, ethical practices, and a steadfast commitment to securing the best outcomes for their clients. **Location and Accessibility:** Situated in Oxford, SVWM caters to clients throughout the UK, offering in-person meetings at their office or virtual consultations for maximum convenience and accessibility. Through their comprehensive financial planning services, SVWM empowers clients to navigate the complexities of financial management, from wealth building to preservation, ultimately ensuring peace of mind regarding their financial futures.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading choice for financial advisers in Oxfordshire, renowned for its personalized approach to financial planning. Founded by Jonathan Lawrence in the heart of Oxford, this independent financial advisory firm offers tailored services that cater to a variety of unique needs. Whether you’re an individual looking for retirement strategies or a business owner seeking corporate services, SVWM ensures that every client receives focused and effective advice aligned with their financial goals.
One of the standout offerings from SVWM is their expertise in pensions. The team assists clients in navigating both personal and workplace pensions, guiding them towards a secure and comfortable retirement. Additionally, they specialize in investment strategies designed to grow wealth while managing risk based on each client’s specific profile. This thoughtful approach is essential for anyone seeking to make informed decisions about their financial future.
Retirement planning is another crucial service SVWM provides. Their strategies encompass not only income generation post-retirement but also tax planning and estate considerations. This ensures that clients can enjoy peace of mind as they transition into their retirement years. For business owners, SVWM offers corporate services that include advice on company pensions and group protection plans, which are instrumental in promoting employee welfare and business growth.
A unique aspect of SVWM’s service is their focus on medical professionals. Recognizing the distinct financial challenges faced by doctors and other healthcare practitioners, the firm provides specialized advice on NHS pensions and private practice considerations. This tailored guidance helps medical professionals maximize their earnings and invest wisely.
What truly sets SVWM apart among financial advisers in Oxford is their commitment to building long-lasting relationships with clients. Their client-centric approach emphasizes trust, transparency, and a deep understanding of each individual’s financial situation. As an independent firm, they are not tied to any specific product providers, which allows them to offer impartial advice, always putting the client’s best interests first.
Conveniently located in Oxford, SVWM serves clients across the UK, offering both in-person and virtual consultations. Their dedication to comprehensive financial planning helps clients manage every aspect of their financial journey, from wealth accumulation to preservation, ensuring they achieve their desired outcomes. For anyone in need of trusted financial advisers in Oxfordshire, Strategic Vision Wealth Management is a reliable partner in navigating the complexities of financial management.
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