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 an independent financial advisory firm committed to offering tailored financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM takes pride in delivering a personalized experience, ensuring that each client receives guidance that aligns with their distinct financial aspirations and situations. **Services Offered:** – **Pensions:** SVWM provides expert assistance with both personal and workplace pensions, guiding clients toward a secure and enjoyable retirement. – **Investments:** The firm offers strategic advice on creating investment portfolios, focusing on wealth growth while balancing risk in accordance with each client’s risk tolerance. – **Retirement Planning:** Their services encompass comprehensive strategies for retirement income, tax optimization, and estate planning, ensuring clients maintain financial security as they transition into retirement. – **Corporate Services:** For business owners, SVWM delivers insights on company pensions, group protection, and other financial solutions aimed at fostering business development and enhancing employee benefits. – **Specialist Services for Medical Professionals:** Understanding the unique financial landscapes faced by doctors and healthcare practitioners, SVWM provides tailored advice on NHS pensions, private practice considerations, and tax-efficient investment opportunities. **Client Focus:** SVWM serves a wide-ranging clientele, including individuals, families, healthcare professionals, and small to medium-sized enterprises. Their client-centric philosophy prioritizes building enduring relationships grounded in trust, transparency, and personalized understanding. **Regulation and Philosophy:** As an independent entity, SVWM is not affiliated with any particular product providers, enabling them to deliver unbiased advice. They are regulated by the Financial Conduct Authority (FCA), which guarantees adherence to rigorous industry standards. Their core principles emphasize clear communication, ethical conduct, and a steadfast commitment to securing optimal outcomes for their clients. **Location and Contact:** Situated in Oxford, SVWM extends its services to clients throughout the UK, accommodating meetings at their office or through virtual consultations to ensure accessibility and convenience. Through their holistic financial planning services, SVWM is dedicated to assisting clients in managing the intricacies of financial affairs, from wealth creation to preservation, ultimately providing peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading name among financial advisers in Oxford and across Oxfordshire. Headquartered in the heart of Oxford, this independent financial advisory firm focuses on delivering personalized financial planning and investment advice tailored to each client’s unique situation and goals. Established by Jonathan Lawrence, SVWM prides itself on building strong, long-term relationships based on trust and transparency.
One of the key services offered by SVWM is pension planning. They assist clients with both personal and workplace pensions, ensuring that individuals can plan effectively for a comfortable retirement. Their approach includes thorough assessments of clients’ needs, helping to create strategies that align with long-term goals. As financial advisers in Oxfordshire, they are well-versed in the local economy, which allows them to provide insightful guidance.
Investment strategies are another cornerstone of SVWM’s service portfolio. They help clients navigate the complexities of investment portfolios, aiming to grow wealth while carefully managing risk according to each individual’s risk profile. This personalized approach sets them apart as trusted financial advisers in Oxford, as clients can feel confident that their investments are designed with their best interests in mind.
Retirement planning encompasses more than just saving for the future. SVWM takes into account income strategies in retirement, tax planning, and estate planning, ensuring that clients can enjoy financial security after they retire. Their expertise in these areas makes them a go-to resource for anyone seeking guidance on how to prepare for a financially stable retirement.
SVWM also offers corporate services aimed at business owners. They provide advice on company pensions, group protection, and various financial products that support both business growth and employee welfare. This holistic approach makes them invaluable as financial advisers in Oxfordshire for small to medium-sized enterprises.
Specializing in the unique financial needs of medical professionals, SVWM provides tailored advice on NHS pensions, private practice considerations, and tax-efficient investments. They understand the complexities faced by doctors and medical practitioners, allowing them to deliver targeted financial strategies.
Whether you are an individual seeking personalized financial advice or a business owner looking for corporate financial solutions, SVWM stands ready to assist. With their commitment to clear communication and ethical practices, they ensure that every client receives the best possible outcomes. For anyone in need of dedicated financial advisers in Oxfordshire, Strategic Vision Wealth Management is a trusted partner on the journey to financial peace of mind.
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