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 esteemed independent financial advisory firm focused on delivering tailored financial planning and investment guidance. Founded by Jonathan Lawrence, SVWM is committed to a customized approach, ensuring that every client receives advice specifically aligned with their individual financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM provides expert assistance with both personal and workplace pensions, helping clients strategize for a secure retirement. – **Investments:** The firm offers insights on investment portfolios designed to enhance clients’ wealth while carefully managing risks based on their unique risk tolerance. – **Retirement Planning:** Their services include developing strategies for retirement income, tax optimization, and estate planning, all aimed at ensuring lasting financial security after retirement. – **Corporate Services:** For entrepreneurs, SVWM delivers guidance on company pensions, group protection, and other financial products that foster business growth and employee welfare. – **Specialist Services for Medical Professionals:** Understanding the distinct financial needs of healthcare providers, SVWM specializes in advising on NHS pensions, private practice finances, and tax-efficient investment strategies. **Client Focus:** SVWM serves a varied clientele, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-centric philosophy prioritizes building enduring relationships grounded in trust, transparency, and a deep understanding of client needs. **Regulation and Philosophy:** As an independent advisory firm, SVWM is not limited to specific product providers, enabling them to offer unbiased advice. They are fully authorized and regulated by the Financial Conduct Authority (FCA), which ensures compliance with rigorous industry standards. Their core philosophy emphasizes clear communication, ethical conduct, and a steadfast commitment to securing the best possible outcomes for their clients. **Location and Contact:** Situated in Oxford, SVWM extends its services to clients across the UK, frequently engaging with them through in-person meetings or virtual consultations for added convenience. Through its comprehensive financial planning services, SVWM aims to empower clients to navigate the complexities of financial management, from wealth accumulation to preservation, ultimately fostering financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a trusted name among financial advisers in Oxfordshire, dedicated to helping clients achieve their financial goals. Headquartered in the beautiful city of Oxford, this independent financial advisory firm offers a tailored approach to financial planning and investment advice. Founded by Jonathan Lawrence, SVWM understands that every client has unique needs, and they focus on delivering personalized strategies that fit individual circumstances.
One of the standout services provided by SVWM includes comprehensive pension planning. Whether you are looking to set up a personal pension or navigate workplace options, their expert team is here to ensure you are on the right path to a comfortable retirement. They emphasize the importance of planning early and effectively, so you can enjoy peace of mind as you approach this significant life stage.
In addition to pensions, SVWM also specializes in investments, guiding clients through the complexities of building and managing an investment portfolio. Their team takes the time to understand your risk profile and long-term objectives, helping you grow your wealth while managing risks appropriately. With their expertise, you can feel confident making informed decisions that align with your financial aspirations.
Retirement planning is another critical area where SVWM excels. They offer well-rounded strategies that encompass income generation, tax planning, and estate considerations, aiding you in creating a secure financial future. Their client-centric approach ensures that all aspects of your retirement are thoughtfully addressed, allowing you to enjoy your golden years without financial worries.
For business owners, SVWM delivers valuable corporate services, including advice on company pensions and employee benefits. They recognize the importance of investing in your team while ensuring financial sustainability for your business. Their insights can help foster a supportive environment for your employees, ultimately contributing to overall growth and satisfaction.
Recognizing the specific needs of professionals in the medical field, SVWM also provides specialist services for doctors and medical practitioners. They offer tailored advice on NHS pensions, private practice considerations, and tax-efficient investment strategies. This unique expertise makes them a preferred choice among financial advisers in Oxford.
With its commitment to ethical practices and transparent communication, SVWM has established long-term relationships built on trust. Their location in Oxfordshire allows them to serve clients across the UK, combining face-to-face meetings with convenient virtual consultations. If you’re looking for dedicated financial advisers in Oxfordshire, Strategic Vision Wealth Management could be the right partner to guide you through your financial journey.
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