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 the heart of Oxford, Oxfordshire, UK, is a premier independent financial advisory firm committed to offering tailored financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM is distinguished by its personalized service, ensuring that each client’s financial advice is customized to align with their specific circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM supports clients in managing both personal and workplace pensions, helping them strategically plan for a secure retirement. – **Investments:** The firm offers expert guidance on investment portfolios, with a focus on growing wealth while carefully balancing individual risk tolerances. – **Retirement Planning:** SVWM develops comprehensive strategies that encompass retirement income, tax optimization, and estate planning, all aimed at securing financial stability in retirement. – **Corporate Services:** For entrepreneurs and business owners, SVWM provides valuable insights on company pension schemes, group protection, and various financial products designed to foster business growth and enhance employee benefits. – **Specialized Services for Medical Professionals:** Understanding the distinct financial challenges faced by doctors and healthcare practitioners, SVWM offers specialized advice on NHS pensions, private practices, and tax-efficient investment options. **Client Commitment:** SVWM serves a wide array of clients, including individuals, families, medical professionals, and small to medium enterprises. Their client-focused approach is grounded in building lasting relationships based on trust, transparency, and a deep understanding of client needs. **Regulatory Compliance and Core Philosophy:** As an independent entity, SVWM is free from affiliations with specific product providers, enabling them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to high regulatory standards. Their guiding principles emphasize clear communication, ethical conduct, and a steadfast dedication to achieving optimal client outcomes. **Location and Accessibility:** Situated in Oxford, SVWM proudly serves clients throughout the UK, offering the flexibility of in-person meetings or virtual consultations to enhance convenience and accessibility. Through comprehensive financial planning and a commitment to navigating the complexities of financial management, SVWM empowers clients in their journey from wealth accumulation to preservation, ultimately providing peace of mind regarding their financial futures.
Additional Information:
Strategic Vision Wealth Management (SVWM) is an independent financial advisory firm located in Oxford, Oxfordshire. Founded by Jonathan Lawrence, SVWM takes pride in offering personalized financial planning and investment advice tailored to meet each client’s specific needs. Whether you’re seeking guidance for retirement or investment strategies, SVWM’s team of experienced financial advisers in Oxfordshire is dedicated to helping you achieve your financial goals.
One of the standout services offered by SVWM is assistance with pensions. They understand that planning for retirement can be daunting, and they work with both personal and workplace pension schemes to ensure clients have a robust plan in place. By focusing on your unique situation, SVWM’s financial advisers in Oxford can help you craft a comfortable retirement plan that suits your lifestyle.
Investing can be complex, but SVWM simplifies the process. Their investment services are designed to grow your wealth while managing potential risks based on your individual risk profile. Whether you are a seasoned investor or just starting out, the expert guidance provided by their financial advisers Oxford can help you navigate the world of investments with confidence.
Retirement planning at SVWM encompasses more than just pensions. They offer comprehensive strategies for generating income during retirement, tax planning, and estate planning. This holistic approach helps ensure that you not only accumulate wealth but also protect and preserve it for future generations.
For business owners, SVWM provides valuable corporate services. They assist with company pensions, group protection, and various financial products that support business growth and prioritize employee welfare. By working closely with small to medium-sized enterprises, SVWM’s financial advisers Oxfordshire can tailor solutions that align with your business goals.
Recognizing the unique financial needs of medical professionals, SVWM also offers specialist services for doctors and practitioners. This includes advice on NHS pensions and tax-efficient investments, allowing clients in the healthcare sector to manage their finances effectively.
SVWM’s client-centric approach fosters long-term relationships built on trust and transparency. Being an independent firm, they are not tied to specific product providers, ensuring that the advice they give is impartial and in the best interests of their clients. With a commitment to clear communication and ethical practices, SVWM strives to deliver the best outcomes for each person they serve.
Located in Oxford, strategic vision wealth management offers convenience and accessibility with both in-person and virtual consultations. Their comprehensive financial planning services aim to empower clients across the UK, ensuring financial peace of mind from wealth accumulation to preservation.
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