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, stands as an independent financial advisory firm committed to offering tailored financial planning and investment guidance. Founded by Jonathan Lawrence, SVWM distinguishes itself through a personalized approach, ensuring that each client receives advice specifically designed to meet their individual financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM supports clients in navigating both personal and workplace pensions, facilitating strategies for a secure and comfortable retirement. – **Investments:** The firm offers expertise in constructing investment portfolios, focusing on enhancing clients’ wealth while carefully managing risk based on their unique profiles. – **Retirement Planning:** This service encompasses strategies for retirement income, tax optimization, and estate planning, all aimed at securing financial stability in later years. – **Corporate Services:** Business owners can benefit from SVWM’s guidance on company pensions, group protection plans, and other financial solutions designed to promote business growth and enhance employee welfare. – **Specialized Services for Medical Professionals:** Understanding the distinct financial challenges faced by doctors and healthcare practitioners, SVWM provides expert advice on NHS pensions, private practice financials, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM serves a varied clientele, including individuals, families, professionals such as physicians, and small to medium-sized enterprises. Their client-focused philosophy prioritizes long-lasting relationships built on trust, transparency, and a deep understanding of each client’s needs. **Regulatory Compliance and Ethical Standards:** As an independent advisory firm, SVWM is free from ties to specific product providers, which allows for unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to high regulatory standards. Their guiding principles emphasize clear communication, ethical practices, and a steadfast commitment to achieving optimal outcomes for their clients. **Location and Accessibility:** Situated in Oxford, SVWM caters to clients throughout the UK, offering the convenience of meetings at their office or virtual consultations to ensure accessibility. Through a holistic approach to financial management, SVWM empowers clients to navigate the complexities of wealth accumulation and preservation, ultimately fostering financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is one of the leading financial advisers in Oxfordshire, dedicated to providing personalized financial planning and investment advice. Founded by Jonathan Lawrence and based in Oxford, this independent advisory firm is committed to tailoring its services to meet the unique needs of each client. Whether you’re an individual, a family, or a small business owner, SVWM takes the time to understand your financial situation and goals, ensuring that you receive the most relevant advice.
One of the key services offered by SVWM is pension planning. They assist clients with both personal and workplace pensions, guiding them towards a comfortable retirement. Their expertise extends to retirement planning, where they develop strategies that encompass income planning, tax efficiency, and estate planning. By focusing on these areas, SVWM helps clients secure their financial future after they retire.
Investments are another vital aspect of the services provided by this firm. SVWM advisers work closely with clients to build investment portfolios that align with individual risk profiles and wealth growth objectives. Their experience in navigating complex investment landscapes means they can help clients make informed decisions that balance risk and reward effectively.
For business owners in the area, SVWM offers corporate services that include advice on company pensions and group protection. This support not only aids in employee welfare but also helps businesses thrive by ensuring they have robust financial strategies in place. Furthermore, SVWM understands the distinctive financial needs of medical professionals. They provide specialized advice on NHS pensions and private practice, helping doctors make the most of their financial options.
As client-focused financial advisers in Oxfordshire, SVWM emphasizes the importance of trust, transparency, and long-term relationships. They are authorized and regulated by the Financial Conduct Authority (FCA), which ensures that their practices adhere to the highest standards. This independent firm is not tied to specific product providers, allowing them to offer impartial advice that genuinely serves their clients’ best interests.
Located in Oxford, SVWM is accessible to clients across the UK. They welcome consultations at their office or through virtual meetings, making it easy for anyone seeking financial guidance. With a commitment to clear communication and ethical practices, Strategic Vision Wealth Management aims to help clients navigate the complexities of financial management, contributing to their financial peace of mind.
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