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 distinguished independent financial advisory firm committed to offering tailored financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM is known for its personalized service, ensuring that each client receives guidance that aligns with their specific financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM offers expertise in both personal and workplace pensions, assisting clients in crafting a secure retirement plan. – **Investments:** The firm provides strategic advice on investment portfolios, focusing on wealth growth while carefully balancing risk according to each client’s preferences. – **Retirement Planning:** Their services encompass income strategies for retirement, tax optimization, and estate planning to safeguard financial stability in later years. – **Corporate Services:** SVWM supports business owners with tailored advice on company pensions, group protection, and additional financial solutions designed to foster business development and enhance employee well-being. – **Specialized Services for Medical Professionals:** Acknowledging the distinct financial concerns faced by healthcare practitioners, SVWM delivers expert advice on areas such as NHS pensions, private practice management, and tax-efficient investment opportunities. **Client Focus:** SVWM serves a wide array of clients, including individuals, families, healthcare professionals, and small to medium-sized enterprises. Their client-centric philosophy prioritizes the establishment of long-lasting relationships founded on trust, transparency, and a deep understanding of client needs. **Regulation and Philosophy:** As an independent entity, SVWM is unbound by specific product providers, enabling them to deliver unbiased financial advice. They are authorized and regulated by the Financial Conduct Authority (FCA), adhering to rigorous regulatory standards. Their guiding principles emphasize clear communication, ethical practices, and a steadfast commitment to achieving optimal results for their clients. **Location and Contact:** Situated in Oxford, SVWM offers its services to clients throughout the UK, providing the flexibility of meetings at their office or through virtual consultations for enhanced convenience. Through their comprehensive approach to financial planning, SVWM empowers clients to navigate the intricacies of financial management, from wealth accumulation to preservation, ensuring lasting financial peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a standout name among financial advisers in Oxfordshire, renowned for its commitment to personalized financial planning. Headquartered in the vibrant city of Oxford, SVWM is an independent advisory firm that tailors its services to meet the unique needs of each client. Founded by Jonathan Lawrence, the firm prides itself on developing long-lasting relationships based on trust and transparency, ensuring that every client feels valued and understood.
When it comes to services, SVWM offers a comprehensive range designed to guide individuals, families, and businesses through their financial journeys. Their pension planning services help clients secure a comfortable retirement, whether through personal or workplace pensions. Moreover, their investment advice focuses on crafting portfolios that align with each client’s risk profile, aiming to grow wealth while managing potential risks. This thoughtful approach makes them one of the preferred financial advisers in Oxford.
Retirement planning is another cornerstone of SVWM’s offerings. They assist clients in creating strategies for income, tax planning, and estate planning to ensure financial security after one’s working years. Additionally, SVWM provides corporate services for business owners, including company pensions and group protection advice, fostering employee welfare and supporting business growth. Their expertise extends to specialist services designed for medical professionals, providing tailored advice on NHS pensions and tax-efficient investments.
What truly sets SVWM apart is their client-centric focus. They cater to a broad spectrum of clients, from private individuals and families to small and medium-sized enterprises. Their impartial advice is backed by the firm’s authorization and regulation by the Financial Conduct Authority (FCA), further assuring clients of their ethical practices and commitment to achieving the best outcomes.
Convenience is also a priority for SVWM, as they offer consultations both at their Oxford office and virtually, making it accessible for clients across the UK. If you are searching for reliable financial advisers in Oxfordshire, Strategic Vision Wealth Management can guide you through the complexities of financial management. With their comprehensive planning and personalized approach, they strive to ensure financial peace of mind and success for their clients.
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