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 located in Oxford, Oxfordshire, UK. Founded by Jonathan Lawrence, SVWM is dedicated to providing customized financial planning and investment strategies tailored to meet the distinct needs and aspirations of each client. **Services Offered:** – **Pensions:** SVWM guides clients in managing personal and corporate pensions to facilitate a secure and comfortable retirement. – **Investments:** The firm offers expert advice on creating investment portfolios designed to enhance wealth while balancing risk based on individual risk tolerance. – **Retirement Planning:** Their services encompass income strategies for retirement, tax optimization, and estate planning, ensuring clients enjoy financial stability in their later years. – **Corporate Services:** SVWM supports business owners with advice on company pension schemes, group insurance, and various financial products aimed at fostering business growth and enhancing employee benefits. – **Specialized Services for Medical Professionals:** Understanding the unique financial demands of healthcare professionals, SVWM provides tailored advice on NHS pensions, private practice finances, and tax-efficient investment options. **Client Focus:** SVWM proudly serves a varied clientele, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-first approach fosters lasting relationships grounded in trust, transparency, and a deep understanding of each client’s circumstances. **Regulation and Philosophy:** As an independent advisory firm, SVWM operates without affiliations to specific product providers, enabling them to deliver unbiased financial guidance. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to rigorous industry standards. Their philosophy emphasizes open communication, ethical practices, and a relentless commitment to securing the best possible outcomes for their clients. **Location and Contact:** Situated in Oxford, SVWM caters to clients nationwide, offering meetings at their offices or through virtual consultations, ensuring accessibility and convenience. By providing thorough financial planning services, SVWM empowers clients to navigate the complexities of wealth management, from accumulation to preservation, ultimately delivering peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading independent financial advisory firm located in Oxford, Oxfordshire. With a commitment to delivering personalized financial planning and investment advice, SVWM, founded by Jonathan Lawrence, stands out among financial advisers in Oxfordshire. They prioritize understanding each client’s individual financial situation and goals, ensuring that their recommendations are bespoke and relevant.
One of the key services offered by SVWM includes pensions. They assist clients in understanding both personal and workplace pension options, which is essential for planning a comfortable retirement. With the complexities surrounding pensions, having experienced financial advisers in Oxford can make a significant difference in securing a financially stable future.
In addition to pensions, SVWM provides expert guidance on investments. They work with clients to develop investment portfolios tailored to their risk profiles, aiming to grow wealth while managing investment risks effectively. This personalized approach to investment management is vital for those looking to enhance their financial security.
Retirement planning is another crucial area where SVWM excels. Their strategies encompass income planning for retirement, tax planning, and estate planning, ensuring clients are well-prepared for life after work. By focusing on comprehensive retirement solutions, SVWM helps clients navigate what can often be a daunting transition.
For business owners, SVWM offers tailored corporate services, including company pensions and group protection plans. These services not only support business growth but also enhance employee welfare, which is increasingly important in today’s competitive market.
SVWM also recognizes the specialized needs of medical professionals. With their expertise in NHS pensions and private practice financial management, they provide valuable advice to doctors seeking tax-efficient investments. This focus on niche financial planning sets them apart as trusted financial advisers in Oxford.
Despite being independent and not tied to specific product providers, SVWM operates under the strict regulations of the Financial Conduct Authority (FCA). This regulatory backing ensures clients receive ethical and transparent advice, fostering long-term relationships based on trust.
Located in Oxford, SVWM is accessible to clients across the UK. They offer convenient consultations through both in-person meetings and virtual platforms. With their comprehensive services and client-centric focus, Strategic Vision Wealth Management is a go-to choice for those seeking knowledgeable financial advisers in Oxfordshire.
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