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 offering customized financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM takes pride in its personalized service, ensuring that each client receives guidance uniquely suited to their financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM offers expert assistance with personal and workplace pension schemes, helping clients strategize for a secure and enjoyable retirement. – **Investments:** The firm advises on investment portfolios designed to enhance wealth while carefully managing risk in alignment with individual risk tolerance. – **Retirement Planning:** Their comprehensive approach includes income strategies for retirement, tax optimization, and estate planning, all aimed at ensuring financial stability in later years. – **Corporate Services:** For business owners, SVWM provides insights on company pensions, group protection, and various financial products that promote both business growth and employee well-being. – **Specialist Services for Medical Professionals:** SVWM understands the distinct financial challenges faced by doctors and healthcare practitioners, offering tailored advice on NHS pensions, private practice finances, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized businesses. Their focus on building enduring relationships is grounded in trust, transparency, and a deep understanding of client needs. **Regulatory Compliance and Core Values:** As an independent advisory firm, 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), adhering to rigorous regulatory standards. Their operational philosophy emphasizes clear communication, ethical conduct, and a steadfast commitment to securing the best possible outcomes for their clients. **Location and Accessibility:** Situated in Oxford, SVWM caters to clients throughout the UK, offering meetings at their offices or via virtual consultations for added convenience. Through their holistic financial planning services, SVWM empowers clients to successfully navigate the intricacies of financial management, from wealth accumulation to preservation, ultimately fostering financial tranquility.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading independent financial advisory firm based in Oxford, Oxfordshire. Founded by Jonathan Lawrence, SVWM specializes in delivering personalized financial planning and investment advice. Their goal is to create tailored solutions that meet the unique needs and aspirations of each client, making them one of the most trusted financial advisers in Oxfordshire.
One of the key services offered by SVWM is pension planning. They help clients navigate both personal and workplace pensions, ensuring that individuals can look forward to a comfortable retirement. With a focus on retirement planning, they provide strategies that address income needs, tax implications, and estate planning, allowing clients to enjoy financial security in their later years.
Investment advice is another cornerstone of SVWM’s offerings. The firm works closely with clients to develop investment portfolios that align with their financial goals and risk tolerance. By emphasizing both growth and risk management, SVWM helps clients build and preserve their wealth over time. This thoughtful approach is what sets them apart from other financial advisers in Oxford.
For business owners, SVWM offers tailored corporate services that include company pensions and group protection plans. These services not only enhance employee welfare but also support the long-term growth of businesses. Additionally, SVWM recognizes the unique financial challenges faced by medical professionals. They provide specialist advice on NHS pensions, private practice considerations, and tax-efficient investments, ensuring that doctors and healthcare workers receive the support they need.
What truly distinguishes SVWM is its client-centric approach. They prioritize building long-term relationships based on trust and transparency, which is vital for effective financial planning. This philosophy, combined with their status as independent financial advisers, allows them to offer impartial advice without being tied to specific product providers.
Located in the heart of Oxfordshire, SVWM serves clients throughout the UK, providing flexible meeting options, including virtual consultations. This accessibility ensures that everyone can benefit from their comprehensive financial planning services. With a commitment to ethical practices and clear communication, Strategic Vision Wealth Management aims to be a reliable partner in navigating the complexities of financial management, making them a top choice among financial advisers in Oxford and Oxfordshire.
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