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) is an independent financial advisory firm situated in Oxford, Oxfordshire, UK. Founded by Jonathan Lawrence, SVWM is committed to providing tailored financial planning and investment strategies that align with the specific needs and aspirations of each client. **Our Services:** – **Pensions:** SVWM offers guidance on both personal and workplace pensions, assisting clients in crafting a solid plan for a secure retirement. – **Investments:** The firm specializes in developing investment portfolios designed to enhance wealth while carefully managing risk, tailored to individual risk tolerances. – **Retirement Planning:** SVWM provides comprehensive strategies that encompass retirement income, tax optimization, and estate planning, ensuring clients achieve financial stability after they retire. – **Corporate Services:** For business owners, the firm delivers expert advice on company pension schemes, group protection plans, and other financial solutions that foster business growth and enhance employee welfare. – **Specialized Services for Medical Professionals:** Understanding the distinct financial circumstances faced by healthcare providers, SVWM offers specialized counsel on NHS pensions, private practice considerations, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM serves a broad array of clients, including individuals, families, medical professionals, and small to medium-sized businesses. Their client-first philosophy is rooted in forming lasting relationships characterized by trust, transparency, and a deep understanding of each client’s unique situation. **Regulatory Compliance and Firm Philosophy:** As an independent entity, SVWM is free from affiliations with specific product providers, enabling them to deliver unbiased financial advice. They are regulated by the Financial Conduct Authority (FCA), adhering to rigorous standards that ensure ethical practices and clear communication. Their mission is to achieve optimal outcomes for clients through dedicated service. **Location and Accessibility:** Located in Oxford, SVWM caters to clients across the UK, offering flexibility through in-person meetings or virtual consultations for added convenience. Through meticulous financial planning, SVWM empowers clients to navigate the complexities of wealth management, from accumulation to preservation, all while 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 helping clients achieve their financial goals. Founded by Jonathan Lawrence, this independent financial advisory firm is located in the heart of Oxford. SVWM takes pride in offering personalized financial planning and investment advice tailored to each client’s unique situation.
One of the key services provided by SVWM is pension planning. Whether you’re looking to set up a personal pension or need assistance with workplace pensions, their team of skilled advisers is here to guide you toward a comfortable retirement. They understand the importance of preparing for the future, and their expert advice ensures you can enjoy your golden years without financial worries.
Investment guidance is another crucial service offered by SVWM. They focus on creating investment portfolios that align with your individual risk profile, helping to grow your wealth while managing potential risks. By working closely with clients, SVWM provides insights that empower you to make informed decisions about your investments.
Retirement planning is comprehensive at SVWM. They not only help clients strategize income for retirement but also provide essential tax and estate planning advice. This holistic approach ensures you have a clear path to financial security even after leaving the workforce.
For business owners, SVWM offers corporate services that cover company pensions and group protection. They understand how important it is to provide for employees while also supporting business growth. These services are tailored to meet the needs of small to medium-sized enterprises, making SVWM a trusted partner for local businesses.
SVWM has a specialized focus on the financial needs of medical professionals. They offer tailored advice regarding NHS pensions, private practice finances, and tax-efficient investments. This expertise makes them a go-to resource for doctors and other healthcare practitioners in the area.
As one of the foremost financial advisers in Oxford, Strategic Vision Wealth Management prioritizes client relationships built on trust and transparency. They are fully regulated by the Financial Conduct Authority (FCA), which guarantees that their advice adheres to the highest standards. Their commitment to ethical practices and clear communication sets them apart from other financial advisers in Oxfordshire.
Conveniently located in Oxford, SVWM serves clients throughout the UK. They offer flexible meeting options, including virtual consultations, making it easy for clients to access their services. Whether you’re just starting your financial journey or are looking to enhance your existing plans, SVWM is here to help you navigate the complexities of financial management.
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