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 an impartial financial advisory firm committed to offering tailored financial planning and investment guidance. Founded by Jonathan Lawrence, SVWM emphasizes a personalized methodology, ensuring that each client receives advice customized to their specific financial circumstances and objectives. **Services Provided:** – **Pensions:** SVWM supports clients in managing personal and workplace pensions to facilitate a secure retirement. – **Investments:** The firm offers expert advice on creating investment portfolios designed to enhance wealth while balancing risk according to each client’s unique risk tolerance. – **Retirement Planning:** This encompasses strategies for retirement income, tax efficiency, and estate planning to secure financial stability in later years. – **Corporate Services:** For entrepreneurs, SVWM provides insights into company pensions, group protection plans, and other financial solutions that foster business development and employee wellbeing. – **Specialist Services for Medical Professionals:** Understanding the distinct financial challenges faced by healthcare providers, SVWM offers targeted advice on NHS pensions, private practice considerations, and tax-efficient investment strategies. **Client Commitment:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-focused approach prioritizes building enduring relationships founded on trust, transparency, and a deep understanding of client needs. **Regulatory Standards and Core Philosophy:** As an independent advisory firm, SVWM is not affiliated with any particular product providers, enabling them to deliver unbiased advice. They are fully authorized and regulated by the Financial Conduct Authority (FCA), ensuring compliance with high regulatory standards. Their guiding principles are rooted in clear communication, ethical practices, and a steadfast commitment to achieving optimal outcomes for clients. **Location and Accessibility:** Headquartered in Oxford, SVWM serves clients throughout the UK, offering both in-person meetings and virtual consultations for maximum convenience and accessibility. Through their all-encompassing financial planning services, SVWM strives to help clients navigate the intricate landscape of financial management, from wealth generation to preservation, ensuring lasting financial tranquility.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a trusted name among financial advisers in Oxfordshire, providing personalized financial planning and investment advice tailored to meet the unique needs of each client. Established in Oxford by Jonathan Lawrence, this independent advisory firm excels in creating bespoke financial strategies. Their client-centric approach focuses on building long-term relationships based on trust and transparency.
One of the standout services offered by SVWM is their pension planning, which assists clients in navigating both personal and workplace pension schemes. This is essential for anyone looking to secure a comfortable retirement. Additionally, their investment services guide clients through developing portfolios that not only aim to grow wealth but also consider individual risk profiles. This balanced approach is particularly valuable for those seeking to enhance their financial future while managing potential risks.
Retirement planning is another key area where SVWM shines. They provide expert strategies for generating income post-retirement, along with tax planning and estate planning to ensure that clients’ financial security is well taken care of. For business owners, SVWM offers corporate services that include advice on company pensions and group protection, helping businesses grow while ensuring employee welfare remains a priority.
What sets SVWM apart from other financial advisers in Oxford is their specialized services for medical professionals. Recognizing the unique financial situations of doctors and medical practitioners, they offer tailored advice on NHS pensions, private practice, and tax-efficient investments. This specialized knowledge allows them to address the financial complexities that many medical professionals face.
SVWM is regulated by the Financial Conduct Authority (FCA), which means they adhere to high standards of practice. Their independence from specific product providers ensures they can offer impartial advice focused solely on the best interests of their clients. Whether through face-to-face meetings or virtual consultations, clients from all over the UK get access to comprehensive financial planning.
Located in Oxfordshire, SVWM is ideally positioned to serve a diverse clientele, from private individuals and families to small and medium-sized enterprises. Their commitment to ethical practices and clear communication means clients can navigate the complexities of financial management with confidence, ensuring peace of mind about their financial future. If you’re looking for reliable financial advisers Oxford financial advisers Oxfordshire, SVWM is an excellent choice to help you meet your financial goals.
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