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 providing tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM emphasizes a personalized approach, ensuring that each client receives guidance aligned with their specific financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM offers expert assistance with both individual and workplace pension schemes, guiding clients toward a secure and fulfilling retirement. – **Investments:** The firm delivers strategic advice on investment portfolios, focusing on wealth growth while carefully managing risk in accordance with each client’s risk tolerance. – **Retirement Planning:** Their services encompass comprehensive strategies for retirement income, tax considerations, and estate planning, all aimed at securing financial stability in later years. – **Corporate Services:** SVWM supports business owners with advice on company pension plans, group protection, and various financial products designed to foster business development and enhance employee welfare. – **Specialist Services for Medical Professionals:** Acknowledging the unique financial challenges faced by medical practitioners, SVWM provides specialized guidance on NHS pensions, private practice finances, and tax-efficient investment solutions. **Client-Centric Approach:** SVWM serves a wide range of clients, from individuals and families to healthcare professionals and small to medium-sized businesses. Their philosophy prioritizes building long-term relationships grounded in trust, transparency, and a deep understanding of each client’s needs. **Regulatory Compliance and Ethical Standards:** As an independent advisory entity, SVWM is free from affiliations with specific product providers, enabling them to offer unbiased advice. They are fully authorized and regulated by the Financial Conduct Authority (FCA), adhering to rigorous industry standards. Their core values revolve around clear communication, ethical practices, and a steadfast commitment to achieving optimal outcomes for their clients. **Location and Accessibility:** Headquartered in Oxford, SVWM caters to clients throughout the UK, offering in-person consultations at their office or flexible virtual meetings for enhanced convenience and accessibility. Through their holistic approach to financial management, SVWM strives to guide clients through the complexities of wealth accumulation and preservation, ultimately providing peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a prominent choice for those seeking expert financial planning in Oxfordshire. Headquartered in the beautiful city of Oxford, this independent financial advisory firm, established by Jonathan Lawrence, focuses on providing customized financial planning and investment advice tailored to meet the unique needs of its clients. The team at SVWM understands that everyone has different financial goals, and they take pride in offering a personalized approach that sets them apart from other financial advisers in Oxford.
One of the standout services offered by SVWM is pension planning. Whether you are looking to manage a personal pension or need assistance with workplace pensions, SVWM is here to help you strategically prepare for a comfortable retirement. By taking into account your individual circumstances, they ensure your retirement plan aligns perfectly with your financial aspirations.
Additionally, SVWM excels in investment advice, guiding clients on how to build and manage investment portfolios. With a focus on growing wealth while managing risk according to individual risk profiles, they make investing accessible and tailored. This level of personalized attention is what makes them a leading choice among financial advisers in Oxfordshire.
For clients nearing retirement, SVWM offers comprehensive retirement planning services. This includes strategies for ensuring a steady income during retirement, tax planning to maximize your wealth, and estate planning to protect your assets. Their goal is to provide you with financial security and peace of mind as you transition into this exciting new phase of life.
Business owners can also benefit from SVWM’s expertise, as they provide corporate services that include advice on company pensions and group protection. These services are designed to foster business growth while ensuring employee welfare. Moreover, SVWM has a specialization in catering to the unique financial needs of medical professionals, offering insights on NHS pensions and tax-efficient investments.
SVWM’s client-centric approach emphasizes building long-term relationships based on trust, transparency, and a deep understanding of individual situations. As independent financial advisers, they are not tied to specific product providers, which allows for impartial advice. Regulated by the Financial Conduct Authority (FCA), SVWM ensures that their practices meet high regulatory standards while focusing on ethical practices.
Located in Oxfordshire, SVWM is committed to serving clients throughout the UK, offering convenient meetings at their premises or via virtual consultations. If you are looking for reliable financial advisers in Oxford or across Oxfordshire, SVWM aims to help you navigate the complexities of financial management, ensuring you achieve your financial goals with confidence.
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