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 out as an independent financial advisory firm committed to offering customized financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM is renowned for its individualized service, ensuring that each client receives advice specifically designed to meet their distinct financial circumstances and aspirations. **Service Offerings:** – **Pensions:** SVWM provides comprehensive assistance with both personal and workplace pensions, guiding clients toward a secure and comfortable retirement. – **Investments:** The firm offers expert advice on investment portfolios, focusing on wealth growth while carefully balancing risk according to each client’s risk appetite. – **Retirement Planning:** Their services encompass strategies for retirement income, tax optimization, and estate planning, all aimed at securing financial stability in later years. – **Corporate Services:** For business owners, SVWM delivers insightful guidance on corporate pensions, group protection, and various financial products that promote business expansion and employee well-being. – **Specialized Services for Medical Professionals:** Understanding the distinct financial requirements of healthcare practitioners, SVWM provides tailored advice on topics such as NHS pensions, private practice management, and tax-efficient investment strategies. **Client-Centric Approach:** SVWM proudly serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-focused methodology fosters long-lasting relationships built on trust, transparency, and mutual understanding. **Regulation and Core Philosophy:** As an independent advisory firm, SVWM is free from ties to specific product providers, allowing for unbiased and impartial guidance. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to strict regulatory standards. Their core philosophy emphasizes clear communication, ethical practices, and a dedication to achieving optimal financial outcomes for their clients. **Location and Accessibility:** SVWM operates from its Oxford office, serving clients throughout the UK. They prioritize convenience and accessibility by offering consultations at their office or via virtual meetings. Through their extensive financial planning services, SVWM guides clients through the intricacies of financial management, from wealth creation to preservation, ultimately ensuring peace of mind in their financial journeys.
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. Located in the heart of Oxford, SVWM was founded by Jonathan Lawrence, who believes in a personalized approach to financial services. Each client is treated as unique, receiving advice that aligns with their specific financial goals and situations.
One of the key services offered by SVWM is pension planning. Whether you are working with a personal pension or a workplace scheme, SVWM helps clients navigate their options to ensure a comfortable retirement. The firm’s expertise extends to investments, where they guide clients in building portfolios that not only grow wealth but also manage risk according to individual preferences.
Retirement planning is another cornerstone of SVWM’s offerings. They focus on creating strategies for sustainable income post-retirement, alongside tax and estate planning to provide financial peace of mind. For business owners, SVWM delivers corporate services that include guidance on company pensions and group protection, essential for supporting employee welfare and fostering business growth.
SVWM also recognizes the unique financial needs of medical professionals. They offer specialized services tailored to doctors and practitioners, focusing on NHS pensions and private practice financial management. This dedication to understanding the intricacies of various professions sets SVWM apart from other financial advisers in Oxfordshire and beyond.
At SVWM, the emphasis is on building long-term relationships with clients. Their client-centric approach prioritizes trust, transparency, and understanding, creating a supportive environment where everyone feels valued. As an independent financial advisory firm, SVWM is not tied to specific product providers, which means clients receive impartial advice that serves their best interests.
Being regulated by the Financial Conduct Authority (FCA) adds an extra layer of assurance for clients, ensuring that SVWM adheres to high standards of practice. They communicate clearly and ethically, always focusing on achieving the optimal outcomes for their clients.
Conveniently based in Oxford, Strategic Vision Wealth Management serves clients across the UK, offering both in-person meetings and virtual consultations. This flexibility makes it easy for individuals and businesses alike to access expert advice tailored to their needs. For anyone seeking reliable financial advisers in Oxfordshire, SVWM stands out as a trusted partner in navigating the complexities of financial management.
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