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 guidance. Founded by Jonathan Lawrence, SVWM is distinguished by its personalized approach, ensuring that each client receives advice customized to their individual financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM specializes in both personal and workplace pension planning, assisting clients in preparing for a secure and comfortable retirement. – **Investments:** The firm offers expert advice on investment portfolios, focusing on wealth growth while carefully managing risk according to each client’s risk tolerance. – **Retirement Planning:** Their services encompass strategies for retirement income, tax optimization, and estate planning, all aimed at securing financial stability in retirement. – **Corporate Services:** SVWM provides business owners with insights on company pension schemes, group protection, and various financial solutions designed to foster business growth and enhance employee welfare. – **Specialist Services for Medical Professionals:** Understanding the distinct financial challenges faced by doctors and healthcare practitioners, SVWM delivers specialized advice covering NHS pensions, private practice considerations, and tax-efficient investment strategies. **Client Focus:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-centric philosophy promotes the development of long-lasting relationships founded on trust, transparency, and deep understanding. **Regulation and Philosophy:** As an independent advisory firm, SVWM is free from ties to specific product providers, enabling them to offer unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to strict regulatory standards. Their core philosophy emphasizes clear communication, ethical practices, and a dedication to achieving optimal outcomes for clients. **Location and Contact:** With its headquarters in Oxford, SVWM serves clients throughout the UK, offering the flexibility of in-person meetings or virtual consultations to ensure accessibility and convenience. Through their holistic financial planning services, SVWM aims to empower clients to navigate the complexities of financial management, from wealth accumulation to preservation, providing peace of mind and a clear path towards financial success.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a prominent independent financial advisory firm based in Oxford, Oxfordshire. Founded by Jonathan Lawrence, SVWM focuses on providing personalized financial planning and investment advice tailored to the unique needs of each client. As experienced financial advisers in Oxford and Oxfordshire, they understand that every individual’s financial situation is different, which is why they prioritize a bespoke approach to their services.
One of the key offerings from SVWM is their expertise in pensions. They help clients navigate both personal and workplace pensions, ensuring that everyone is set for a comfortable retirement. Their dedicated team works with clients to understand their retirement goals and to develop strategies that align with those objectives. This service is crucial for anyone looking to secure their future and enjoy peace of mind.
In addition to pensions, Strategic Vision Wealth Management provides comprehensive investment advice. Their financial advisers in Oxfordshire guide clients in creating investment portfolios aimed at growing wealth while carefully managing associated risks. They take the time to assess individual risk profiles, allowing for a tailored investment strategy that matches each client’s comfort level. This personalized guidance helps clients make informed decisions in a complex financial landscape.
Retirement planning is another vital service offered by SVWM. They work closely with clients to establish effective strategies for income in retirement, alongside critical aspects like tax planning and estate planning. These services are designed to ensure that clients experience financial security long after they stop working.
For business owners, SVWM also offers corporate services. Their financial advisers understand the intricacies of managing company pensions and group protection plans, which are essential for fostering employee welfare and supporting business growth. This approach showcases their commitment to helping businesses thrive while taking care of their workforce.
Notably, SVWM specializes in catering to medical professionals, recognizing their unique financial needs. With expertise in NHS pensions, private practice, and tax-efficient investments, they provide tailored advice that addresses the specific challenges faced by doctors and medical practitioners.
With a strong focus on building long-term relationships based on trust and transparency, Strategic Vision Wealth Management strives to be your go-to financial advisers in Oxford and Oxfordshire. They are regulated by the Financial Conduct Authority (FCA), which guarantees that their practices meet strict regulatory standards. Whether you prefer in-person meetings or virtual consultations, SVWM is ready to guide you through the complexities of financial management for ultimate peace of mind.
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