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:
Based in the heart of Oxford, Oxfordshire, Strategic Vision Wealth Management (SVWM) is a distinguished independent financial advisory firm committed to delivering tailored financial planning and investment solutions. Founded by Jonathan Lawrence, SVWM emphasizes a personalized approach, ensuring that every client receives customized advice that aligns with their specific financial circumstances and aspirations.**Services Offered:**– **Pension Solutions:** SVWM provides expert guidance on both personal and workplace pensions, helping clients strategize for a secure and comfortable retirement. – **Investment Advisory:** The firm offers comprehensive support in building investment portfolios designed to enhance wealth while balancing risk according to individual preferences. – **Retirement Strategy:** This encompasses income planning for retirement, tax optimization, and estate planning, all aimed at safeguarding financial stability after retirement. – **Corporate Financial Services:** For business owners, SVWM delivers strategic advice on company pensions, group protection, and various financial products to foster business development and employee well-being. – **Specialized Services for Healthcare Professionals:** Understanding the unique financial needs of doctors and medical practitioners, SVWM provides tailored advice on NHS pensions, private practice, and tax-efficient investment strategies.**Client Focus:** SVWM serves a wide-ranging clientele, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-focused philosophy prioritizes the establishment of long-lasting relationships grounded in trust, transparency, and mutual understanding.**Regulation and Philosophy:** As an independent entity, SVWM offers unbiased advice free from the influence of specific product providers. They are fully authorized and regulated by the Financial Conduct Authority (FCA), adhering to rigorous regulatory standards. Their guiding principles emphasize clear communication, ethical conduct, and a steadfast commitment to securing optimal outcomes for clients.**Location and Contact:** Located in Oxford, SVWM extends its services to clients throughout the UK, facilitating meetings either in-person at their office or through virtual consultations for enhanced convenience and accessibility.Through their comprehensive suite of financial planning services, SVWM is dedicated to guiding clients through the intricacies of financial management, from wealth creation to preservation, ultimately striving to ensure peace of mind in their financial journey.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a leading name among financial advisers in Oxfordshire, dedicated to providing personalized financial planning and investment advice. Headquartered in Oxford, this independent advisory firm was founded by Jonathan Lawrence, who believes in tailoring his services to fit each client’s unique financial goals and circumstances. By focusing on individual needs, SVWM ensures that clients receive the best possible guidance for their financial journeys.
One of the standout services offered by SVWM is their pension planning. They help clients navigate personal and workplace pensions, making retirement planning more straightforward and effective. With their expertise, clients can plan for a comfortable retirement, knowing they have a solid financial foundation to support their dreams.
Investments are another key area where SVWM excels. Their team provides valuable insights into constructing investment portfolios, ensuring that clients can grow their wealth while managing risk according to their individual profiles. By taking a tailored approach, the financial advisers at SVWM make it easier for clients to achieve their financial aspirations.
Retirement planning is crucial, and SVWM offers comprehensive strategies that encompass income planning, tax management, and estate planning. Their goal is to help clients secure their futures, so they can enjoy peace of mind during their golden years. Additionally, SVWM provides corporate services for business owners, which includes advice on company pensions and group protections, thus supporting both business growth and employee well-being.
A highlight of SVWM’s offerings is their specialized services for medical professionals. Understanding the unique financial landscape that doctors and practitioners face, SVWM provides targeted advice on NHS pensions, private practice matters, and tax-efficient investments. This specialized knowledge positions them as a top choice among financial advisers in Oxford for medical professionals seeking financial guidance.
SVWM is committed to building long-term relationships with clients. Their client-centric approach fosters trust, transparency, and understanding. As authorized and regulated by the Financial Conduct Authority (FCA), SVWM operates with the highest ethical standards, ensuring their clients receive impartial advice.
Located in Oxford, SVWM serves clients across the UK, offering both in-person consultations and virtual meetings for convenience. By providing comprehensive financial planning, SVWM helps clients navigate the complexities of financial management and achieve lasting financial peace of mind. Whether you’re seeking guidance from financial advisers in Oxfordshire or need tailored advice for your unique situation, SVWM is here to support your financial journey.
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