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 committed to providing tailored financial planning and investment strategies that meet the distinct needs and aspirations of each client. **Services Offered:** – **Pensions:** SVWM specializes in both personal and workplace pension planning, guiding clients towards a secure and comfortable retirement. – **Investments:** With a focus on personalized investment portfolios, SVWM helps clients grow their wealth while balancing risk according to their individual profiles. – **Retirement Planning:** The firm offers comprehensive strategies encompassing income generation, tax optimization, and estate planning to ensure clients’ financial well-being in retirement. – **Corporate Services:** SVWM provides business owners with expert advice on company pensions, group protection, and other financial solutions designed to foster business growth and enhance employee benefits. – **Specialized Services for Medical Professionals:** Understanding the unique financial challenges faced by doctors and healthcare practitioners, SVWM delivers targeted advice on NHS pensions, private practice finances, and tax-efficient investment options. **Client Focus:** SVWM serves a broad range of clients, including individuals, families, healthcare professionals, and small to medium-sized enterprises. Their client-focused approach prioritizes building enduring relationships grounded in trust, transparency, and a deep understanding of individual needs. **Regulation and Philosophy:** As an independent entity, SVWM is free from ties to specific product providers, enabling them to offer unbiased, impartial advice. They are authorized and regulated by the Financial Conduct Authority (FCA), which upholds their commitment to high regulatory standards. SVWM’s philosophy emphasizes clear communication, ethical practices, and a relentless pursuit of optimal outcomes for their clients. **Location and Contact:** Situated in Oxford, SVWM extends its services throughout the UK, offering flexible meeting options, including in-person consultations at their office or virtual appointments for added convenience. Through their extensive financial planning services, SVWM empowers clients to navigate the intricacies of financial management, from wealth accumulation to preservation, ensuring peace of mind for their financial futures.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a premier choice for individuals and businesses seeking expert financial planning in Oxfordshire. Headquartered in the historic city of Oxford, SVWM is an independent financial advisory firm dedicated to delivering tailored financial advice that meets the unique needs of each client. Founded by Jonathan Lawrence, the firm emphasizes a personalized approach, ensuring that clients receive guidance that aligns with their specific financial goals.
One of the key services offered by SVWM is pension planning. Their financial advisers in Oxfordshire help clients navigate both personal and workplace pensions, creating strategies that support a comfortable retirement. This includes not only choosing the right pension plans but also understanding how to maximize contributions for long-term benefits.
Investments are another core area of focus for SVWM. Their knowledgeable team provides comprehensive advice on building and managing investment portfolios. By assessing individual risk profiles, they ensure that clients grow their wealth while keeping risks in check. This thoughtful approach to investment is crucial for anyone looking to secure their financial future.
For those approaching retirement, SVWM offers retirement planning services that encompass income strategies, tax planning, and estate planning. The goal is to ensure financial security in retirement, allowing clients to enjoy this important life stage without financial worry. Additionally, business owners can benefit from corporate services that cover company pensions and employee protection, supporting both business growth and the welfare of employees.
SVWM also recognizes the unique financial needs of medical professionals. They provide specialized advice on NHS pensions, private practice considerations, and tax-efficient investment options. This expertise is invaluable for doctors and medical practitioners looking to navigate the complexities of their financial landscape.
As independent financial advisers in Oxford, SVWM has cultivated long-term relationships with a diverse clientele, which includes families, professionals, and small to medium-sized enterprises. Their client-centric approach is built on trust, transparency, and a commitment to achieving the best outcomes.
Regulated by the Financial Conduct Authority (FCA), SVWM’s practices adhere to strict standards, ensuring clients receive ethical and reliable advice. Clients can easily access their services through in-person or virtual consultations, making it convenient to get the financial guidance they need. With their comprehensive financial planning, SVWM stands ready to help clients in Oxfordshire manage their financial lives with confidence and ease.
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