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 dedicated to providing personalized services that align with each client’s specific financial circumstances and aspirations. **Services Provided:** – **Pensions:** SVWM offers expert guidance on personal and workplace pensions, assisting clients in crafting a secure retirement plan. – **Investments:** The firm delivers insightful advice on investment portfolios, focusing on wealth growth while balancing risk in accordance with each client’s preferences. – **Retirement Planning:** Their comprehensive strategies encompass retirement income, tax optimization, and estate planning to ensure sustained financial stability after retirement. – **Corporate Services:** SVWM supports business owners with advice on company pensions, group protection plans, and various financial solutions aimed at fostering business development and employee well-being. – **Specialized Services for Medical Professionals:** Understanding the distinct financial demands of healthcare providers, SVWM provides expert counsel on NHS pensions, private practice finances, and tax-efficient investment options. **Client-Centric Approach:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their focus is on building long-lasting relationships grounded in trust, transparency, and mutual understanding. **Regulatory Compliance and Ethical Philosophy:** As an independent entity, SVWM is free from affiliations with specific product providers, enabling them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to high regulatory standards. Their core philosophy emphasizes clear communication, ethical conduct, and a steadfast commitment to securing the best possible outcomes for their clients. **Location and Accessibility:** Situated in Oxford, SVWM serves clients throughout the UK, offering the convenience of meetings at their offices or via virtual consultations to enhance accessibility. With a comprehensive approach to financial planning, SVWM is dedicated to helping clients navigate the intricacies of financial management, from wealth accumulation to preservation, ensuring peace of mind in their financial journeys.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading name among financial advisers in Oxfordshire, offering personalized financial planning and investment advice to a variety of clients. Headquartered in the historic city of Oxford, SVWM focuses on understanding each client’s unique financial circumstances, ensuring tailored strategies that align with their goals. Established by Jonathan Lawrence, the firm prides itself on its client-centric approach, building long-term relationships based on trust and transparency.
One of the key services provided by SVWM is pension planning. Whether helping clients with personal pensions or workplace pension schemes, they aim to secure a comfortable retirement for their clients. The team understands that planning for retirement can be daunting, which is why they offer expert guidance to simplify the process and ensure a solid financial foundation for the future.
Investments are another area where SVWM shines as one of the top financial advisers in Oxford. The firm provides tailored advice on investment portfolios, focusing on wealth growth while carefully managing risk based on individual client profiles. With a commitment to ethical practices and clear communication, SVWM makes it easier for clients to navigate the investment landscape and make informed decisions about their financial futures.
For business owners, SVWM offers corporate services that include advice on company pensions, group protection, and various financial products designed to support business growth and enhance employee welfare. Their expertise in this area reflects their understanding of the unique challenges faced by small to medium-sized enterprises.
In addition to general financial planning, SVWM offers specialized services for medical professionals. Recognizing the unique financial challenges faced by doctors and medical practitioners, the firm provides tailored advice on NHS pensions, private practice, and tax-efficient investments. This specialized support showcases SVWM’s commitment to meeting the diverse needs of its clientele and solidifies its reputation among financial advisers in Oxfordshire.
As an independent advisory firm, SVWM is not tied to specific product providers, enabling them to deliver impartial advice to their clients. Authorized and regulated by the Financial Conduct Authority (FCA), they adhere to strict regulatory standards, ensuring that their clients receive the best possible outcomes. With a focus on accessibility, SVWM serves clients across the UK, offering both in-person and virtual consultations to make financial planning convenient and comprehensive.
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