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 premier independent financial advisory firm committed to providing tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM is renowned for its individualized approach, guaranteeing that every client receives advice specifically designed to align with their financial goals and circumstances. **Services Offered:** – **Pensions:** SVWM guides clients through personal and workplace pension options, supporting them in their journey toward a secure retirement. – **Investments:** The firm offers expert advice on creating investment portfolios that focus on wealth growth while carefully balancing risk according to each client’s profile. – **Retirement Planning:** SVWM develops comprehensive strategies that include income management for retirement, tax optimization, and estate planning to ensure lasting financial security. – **Corporate Services:** For entrepreneurs, SVWM provides insights on company pensions, group protection plans, and various financial products aimed at fostering business growth and enhancing employee benefits. – **Specialized Services for Medical Professionals:** Understanding the distinct financial needs of healthcare providers, SVWM offers customized guidance on NHS pensions, private practice considerations, and tax-efficient investment options. **Client Focus:** SVWM serves a wide range of clients, including individuals, families, healthcare professionals, and small to medium-sized enterprises. Their client-first philosophy prioritizes building enduring relationships founded on trust, transparency, and mutual understanding. **Regulation and Philosophy:** As an independent advisory firm, SVWM is free from affiliations with specific product providers, allowing them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to rigorous regulatory standards. Their core philosophy emphasizes clear communication, ethical conduct, and a steadfast commitment to achieving optimal results for their clients. **Location and Contact:** Situated in the heart of Oxford, SVWM proudly serves clients throughout the UK, offering flexible meeting options that include both in-person consultations at their office and virtual meetings for added convenience. Through their holistic approach to financial management, SVWM empowers clients to navigate the complexities of wealth accumulation and preservation, fostering a sense of financial security and peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading name among financial advisers in Oxfordshire, dedicated to providing tailored financial planning and investment advice. Headquartered in Oxford, SVWM was established by Jonathan Lawrence, who believes that every client deserves personalized guidance based on their unique financial circumstances and goals. This independent firm prides itself on its client-centric approach, emphasizing trust, transparency, and long-term relationships.
One of the standout services offered by SVWM is their pension planning support. Whether individuals are looking at personal or workplace pensions, SVWM helps clients design a retirement strategy that ensures comfort and security. Additionally, their expertise in investments means they can assist clients in creating and managing investment portfolios that focus on wealth growth while considering individual risk profiles. This balanced approach is crucial for achieving financial peace of mind.
Retirement planning is another key area where SVWM excels. They provide comprehensive strategies for income in retirement, tax planning, and estate planning, all aimed at ensuring clients maintain financial stability after they stop working. For business owners, SVWM offers corporate services that include advice on company pensions, group protection, and other financial products to promote both business growth and employee welfare.
Recognizing the specialized financial needs of medical professionals, SVWM has developed services tailored specifically for doctors and practitioners. They provide insightful advice on NHS pensions, private practice considerations, and tax-efficient investment strategies, making them a trusted resource in the healthcare sector.
As one of the top financial advisers in Oxford, SVWM serves a diverse clientele, including individuals, families, and small to medium-sized enterprises across the UK. Their commitment to ethical practices and clear communication ensures that clients feel informed and supported throughout their financial journey.
Being independent allows SVWM to provide impartial advice, unbound by specific product providers. This independence is crucial for clients seeking unbiased guidance that truly reflects their best interests. Authorized and regulated by the Financial Conduct Authority (FCA), SVWM adheres to strict regulatory standards, ensuring clients receive the highest quality of service.
Located in Oxfordshire, SVWM is convenient for local clients and also offers virtual consultations, making financial planning accessible for everyone. By focusing on comprehensive financial management, SVWM helps clients navigate the complexities of wealth accumulation and preservation, reinforcing their position as trusted financial advisers in Oxfordshire.
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