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 personalized financial planning and investment advice tailored to the distinct needs and aspirations of each client.**Services Offered:**– **Pensions:** SVWM guides clients in managing personal and workplace pensions, ensuring a secure and enjoyable retirement. – **Investments:** The firm offers expert advice on investment portfolios, focusing on wealth growth while carefully balancing risk in alignment with individual risk profiles. – **Retirement Planning:** SVWM develops comprehensive strategies for retirement income, tax optimization, and estate planning, all aimed at securing financial stability in later years. – **Corporate Services:** For business owners, SVWM provides strategic advice on company pension schemes, group protection plans, and other financial solutions that foster business growth and enhance employee welfare. – **Specialist Services for Medical Professionals:** Understanding the specific financial challenges faced by doctors and healthcare practitioners, SVWM offers tailored insights on NHS pensions, private practice finances, and tax-efficient investments.**Client Focus:** SVWM serves a varied clientele, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-centric approach prioritizes long-term relationships founded on trust, transparency, and a deep understanding of client needs.**Regulation and Philosophy:** As an independent entity, SVWM is free from ties to specific product providers, allowing them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), which ensures adherence to rigorous regulatory standards. Their guiding principles underscore clear communication, ethical conduct, and a steadfast dedication to achieving optimal outcomes for their clients.**Location and Contact:** Headquartered in Oxford, SVWM serves clients throughout the UK, offering the flexibility of in-person meetings or virtual consultations for added convenience.Through their extensive financial planning services, SVWM equips clients to effectively navigate the complexities of managing their finances, from wealth accumulation to preservation, ultimately fostering financial tranquility.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a distinguished independent financial advisory firm based in Oxford, Oxfordshire. Founded by Jonathan Lawrence, SVWM stands out among financial advisers in Oxford and the wider Oxfordshire area for its commitment to providing personalized financial planning and investment advice. The firm understands that each client has unique financial goals and situations, so they tailor their advice accordingly, ensuring a bespoke approach to wealth management.
SVWM offers a variety of services designed to meet the diverse needs of its clients. For those looking to secure their financial future, the firm provides comprehensive pension advice, covering both personal and workplace pensions. This guidance is vital for planning a comfortable retirement, helping clients navigate their options effectively. Additionally, SVWM’s investment services focus on building and managing investment portfolios that align with each client’s risk tolerance, allowing for both growth and security in their financial assets.
Retirement planning is another key area where SVWM excels. The firm offers strategies not only for generating income post-retirement but also for effective tax planning and estate planning. This holistic approach ensures that clients have a thorough understanding of their financial landscape as they transition into retirement. For business owners, SVWM provides tailored corporate services, including guidance on company pensions and group protection plans, which are essential for fostering employee welfare and supporting business growth.
Notably, SVWM also caters to the financial needs of medical professionals, recognizing the specific challenges they face. Their specialist services for doctors include advice on NHS pensions, private practice considerations, and tax-efficient investment strategies. By offering targeted support, SVWM reinforces its position as one of the leading financial advisers in Oxfordshire for medical practitioners.
As an independent firm authorized and regulated by the Financial Conduct Authority (FCA), SVWM prioritizes ethical practices and transparent communication. This independence allows them to deliver impartial advice without being tied to specific product providers, ensuring that clients receive the best possible outcomes tailored to their needs.
Located in Oxford, SVWM serves clients across the UK, making financial planning accessible through in-person meetings or virtual consultations. For anyone seeking reliable financial advisers in Oxford or across Oxfordshire, Strategic Vision Wealth Management is a go-to resource for comprehensive financial planning and peace of mind.
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