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 solutions. Founded by Jonathan Lawrence, SVWM is renowned for its personalized service, ensuring that every client receives advice specifically designed to meet their individual financial circumstances and aspirations. **Service Offerings:** – **Pensions:** SVWM guides clients through both personal and workplace pension options, assisting them in creating a robust plan for a secure retirement. – **Investments:** The firm offers expert advice on building and managing investment portfolios, focusing on wealth growth while aligning with clients’ risk preferences. – **Retirement Planning:** Their retirement planning services encompass strategies for generating income post-retirement, tax optimization, and estate planning to safeguard financial stability in later years. – **Corporate Services:** For business owners, SVWM provides strategic guidance on company pensions, group insurance, and various financial products designed to enhance business growth and employee well-being. – **Specialist Services for Medical Professionals:** Understanding the specific financial challenges faced by doctors and healthcare practitioners, SVWM offers specialized counsel on NHS pensions, private practice finances, and tax-efficient investment opportunities. **Client-Centric Approach:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-focused strategy emphasizes the importance of building long-term relationships grounded in trust, clarity, and mutual understanding. **Regulatory Compliance and Philosophy:** As an independent entity, SVWM is free from ties to any specific product providers, allowing them to offer unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to rigorous industry standards. Their core philosophy is centered on transparent communication, ethical practices, and a steadfast dedication to achieving optimal results for their clients. **Location and Accessibility:** Situated in Oxford, SVWM caters to clients throughout the UK, providing convenient consultations either at their offices or virtually, making financial guidance accessible to all. Through their extensive financial planning services, SVWM is dedicated to helping clients navigate the intricacies of financial management—from wealth accumulation to preservation—ensuring a sense of financial security and peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading choice among financial advisers in Oxfordshire, dedicated to providing tailored financial planning services that meet the unique needs of each client. Founded by Jonathan Lawrence, SVWM emphasizes a personalized approach, ensuring that every piece of advice aligns with individual financial situations and objectives. This commitment to client-centric service sets them apart in the competitive landscape of financial advisers in Oxford.
One of the standout services offered by SVWM is their pension planning. They assist clients with both personal and workplace pensions, aiming to secure a comfortable retirement for individuals and families. The firm understands the complexities involved in retirement planning, providing clear strategies for income, tax management, and estate planning. This comprehensive approach helps clients feel confident about their financial future.
Investments are another key area where SVWM excels. As experienced financial advisers in Oxford, they guide clients through the intricacies of building an investment portfolio tailored to their risk tolerance and financial goals. Their focus on wealth growth, coupled with effective risk management, ensures that clients’ investments are well-protected yet poised for growth.
For business owners, SVWM offers a range of corporate services designed to support company growth and employee welfare. From company pensions to group protection plans, they provide essential advice that helps businesses thrive while ensuring their employees are taken care of. This service is a testament to their adaptability and understanding of diverse client needs.
SVWM also recognizes the specific financial needs of medical professionals. They offer specialized financial advice for doctors and medical practitioners, addressing concerns such as NHS pensions and tax-efficient investments. This targeted approach ensures that medical professionals receive the expert guidance they need to navigate their unique financial landscape.
Located in Oxford, Oxfordshire, SVWM serves clients across the UK. They offer flexible consultation options, meeting clients in person or virtually for added convenience. As an independent firm regulated by the Financial Conduct Authority (FCA), SVWM is committed to providing impartial advice free from the influence of specific product providers.
In summary, Strategic Vision Wealth Management stands out as a trusted name among financial advisers in Oxfordshire, providing comprehensive financial planning services designed to foster long-lasting client relationships built on trust and transparency. With their commitment to ethical practices and exceptional service, clients can navigate the complexities of financial management with peace of mind.
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