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 a leading independent financial advisory firm committed to offering customized financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM takes pride in its tailored approach, ensuring that every client receives personalized advice that aligns with their specific financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM guides clients through personal and workplace pension options, helping them strategize for a secure and enjoyable retirement. – **Investments:** The firm offers expert advice on constructing investment portfolios designed to enhance wealth while managing risk based on individual risk appetites. – **Retirement Planning:** Their services encompass comprehensive planning for retirement income, tax optimization, and estate management, all aimed at securing financial stability in later years. – **Corporate Services:** SVWM supports business owners by providing insights on company pensions, group protection plans, and various financial products to foster business growth and enhance employee benefits. – **Specialized Services for Healthcare Professionals:** Understanding the distinct financial requirements of medical practitioners, SVWM provides targeted advice on matters such as NHS pensions, private practice finances, and tax-efficient investment strategies. **Client-Centric Focus:** SVWM serves a wide array of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-first philosophy emphasizes the importance of developing long-lasting relationships based on trust, transparency, and a deep understanding of clients’ needs. **Regulatory Standards and Core Values:** As an independent advisory firm, SVWM is not affiliated with any particular product providers, enabling them to offer unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to rigorous regulatory standards. Their guiding principles highlight clear communication, ethical practices, and a steadfast commitment to achieving optimal financial outcomes for their clients. **Location and Accessibility:** Situated in Oxford, SVWM caters to clients throughout the UK, offering the flexibility of in-person meetings or virtual consultations for enhanced accessibility. Through their all-encompassing financial planning services, SVWM empowers clients to navigate the intricacies of financial management, from wealth accumulation to preservation, ultimately fostering financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a top choice among financial advisers in Oxfordshire, providing tailored financial planning and investment advice. Founded by Jonathan Lawrence, this independent advisory firm is headquartered in Oxford and focuses on understanding the unique financial situations of each client.
One of the standout services offered by SVWM includes comprehensive pension advice, whether for personal or workplace pensions. Their expert team helps clients navigate the complexities of retirement planning, ensuring they have a comfortable and secure financial future. With the right strategies in place, clients can feel confident about their retirement income and overall financial health.
Investments are another area where SVWM excels, guiding clients in building their investment portfolios. As financial advisers in Oxford, they take into account individual risk profiles to help clients grow their wealth while managing potential risks. This personalized approach is crucial for clients who want to ensure their investments align with their long-term goals.
For business owners, SVWM offers corporate services, including advice on company pensions and group protection. These services are designed to support business growth and enhance employee welfare, making SVWM a valuable partner for small to medium-sized enterprises. Their understanding of the unique needs of businesses sets them apart in the financial planning landscape.
Additionally, SVWM specializes in serving medical professionals, recognizing the distinct financial challenges faced by doctors and medical practitioners. They provide tailored advice on NHS pensions, private practice finances, and tax-efficient investments, ensuring that clients in this field receive the support they need.
What truly distinguishes SVWM from other financial advisers in Oxfordshire is their commitment to building long-term relationships based on trust and transparency. They are regulated by the Financial Conduct Authority (FCA), which adds a layer of credibility to their operations. Clients can rest assured that they are receiving impartial advice, free from ties to specific product providers.
Whether meeting clients in person at their Oxford location or offering virtual consultations, SVWM is dedicated to making financial planning accessible and convenient. With their comprehensive services, they aim to simplify the complexities of financial management, ultimately providing peace of mind to their clients. If you’re looking for knowledgeable financial advisers in Oxfordshire, Strategic Vision Wealth Management is an excellent option to consider.
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