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 dedicated independent financial advisory firm that specializes in personalized financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM focuses on delivering tailored solutions that align with each client’s distinct financial aspirations and circumstances.**Service Offerings:**– **Pensions:** SVWM guides clients through the intricacies of personal and workplace pensions, laying the groundwork for a secure retirement. – **Investments:** With a focus on risk management, the firm provides insights into constructing investment portfolios designed to enhance wealth in line with individual risk tolerance. – **Retirement Planning:** Their comprehensive approach includes crafting strategies for retirement income, tax optimization, and estate management to safeguard financial stability in later years. – **Corporate Services:** SVWM offers tailored financial solutions for business owners, including advice on company pensions, group protection, and other essential financial products that promote growth and employee well-being. – **Specialized Services for Medical Professionals:** Understanding the unique financial challenges faced by doctors and medical practitioners, SVWM delivers expert guidance on NHS pensions, private practice considerations, and tax-efficient investment options.**Client Focus:** SVWM serves a wide range of clients, from individuals and families to professionals such as doctors and small to medium-sized enterprises. Their client-centric approach fosters enduring relationships built on trust, transparency, and a deep understanding of client needs.**Regulatory Compliance and Philosophy:** As an independent entity, SVWM is not bound to any specific product providers, enabling them to offer unbiased advice. The firm is authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to rigorous regulatory standards. Their philosophy emphasizes ethical practices, clear communication, and a steadfast commitment to achieving optimal client outcomes.**Location and Accessibility:** Situated in Oxford, SVWM provides services to clients throughout the UK, offering flexible meeting options, including in-person consultations and virtual appointments for enhanced convenience.Through their comprehensive financial strategies, SVWM aims to empower clients in navigating the complexities of financial management, from wealth growth to preservation, ultimately ensuring peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) is an independent financial advisory firm located in the heart of Oxford, Oxfordshire. Founded by Jonathan Lawrence, SVWM stands out among financial advisers in Oxfordshire by providing tailored financial planning and investment advice designed to meet each client’s unique needs. With a focus on building long-term relationships, the firm emphasizes trust and transparency, ensuring clients feel secure in their financial decisions.
One of the key services offered by SVWM is pension planning. Whether you’re considering personal or workplace pensions, the team is dedicated to helping clients set up a solid foundation for a comfortable retirement. They guide clients through the various options available, allowing for informed decisions that align with individual retirement goals.
In addition to pensions, Strategic Vision Wealth Management also specializes in investment guidance. Their financial advisers in Oxford work closely with clients to build investment portfolios that not only aim for growth but also manage risk according to personal comfort levels. This individualized approach helps clients feel confident about their investment choices.
Retirement planning is another important service at SVWM. The firm helps clients devise strategies for generating income during retirement while considering tax implications and estate planning. This comprehensive outlook ensures that clients can enjoy their retirement years without financial worries.
For business owners, SVWM offers corporate financial services tailored to support company growth and employee well-being. From company pensions to group protection, the firm provides advice that can enhance both the business and its workforce. Their specialized services also extend to medical professionals, understanding the unique financial landscape they face, including NHS pensions and private practice considerations.
Regulated by the Financial Conduct Authority (FCA), SVWM prides itself on delivering impartial advice without being tied to specific product providers. This independence ensures that clients receive the best recommendations tailored to their specific financial situations.
Situated in Oxford, Oxfordshire, SVWM caters to a diverse clientele across the UK. They offer flexibility in consultations, whether meeting clients in person or via virtual platforms. This approach makes it easier for clients to access their expertise, ensuring everyone can benefit from their sound financial planning, whether they are individuals, families, or small to medium-sized enterprises looking for reliable financial advisers in Oxfordshire.
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