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 providing customized financial planning and investment strategies. Founded by Jonathan Lawrence, SVWM emphasizes a tailored approach, guaranteeing that each client receives advice specifically designed to suit their individual financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM supports clients with both personal and workplace pension schemes, helping them to strategize for a secure and enjoyable retirement. – **Investments:** The firm offers expert guidance on constructing investment portfolios, focused on enhancing wealth while carefully managing risk in line with each client’s preferences. – **Retirement Planning:** Their services include comprehensive strategies for retirement income, tax optimization, and estate planning, ensuring financial stability in the later stages of life. – **Corporate Services:** SVWM provides business owners with valuable insights into company pensions, group protection plans, and other financial products designed to foster business growth and promote employee well-being. – **Specialized Services for Medical Professionals:** Understanding the particular financial demands faced by doctors and healthcare practitioners, SVWM offers targeted advice on NHS pensions, private practice management, and tax-efficient investment strategies. **Client Focus:** With a diverse portfolio of clients, including individuals, families, medical professionals, and small to medium-sized businesses, SVWM prioritizes a client-centric philosophy that fosters enduring relationships built on trust, transparency, and mutual understanding. **Regulation and Philosophy:** As an independent entity, SVWM is free from affiliations with specific product providers, allowing them to deliver unbiased advice. They are fully authorized and regulated by the Financial Conduct Authority (FCA), adhering to strict regulatory standards. Their core philosophy promotes clear communication, ethical conduct, and a steadfast dedication to securing the best possible results for their clients. **Location and Contact:** Situated in Oxford, SVWM serves clients throughout the UK, offering both in-person meetings and virtual consultations for enhanced convenience and accessibility. Through their comprehensive suite of financial planning services, SVWM is dedicated to helping clients navigate the complexities of financial management, from wealth accumulation to preservation, ensuring peace of mind and financial security.
Additional Information:
Strategic Vision Wealth Management (SVWM), located in Oxford, Oxfordshire, is a top choice for those seeking reliable financial advisers in Oxfordshire. This independent financial advisory firm, founded by Jonathan Lawrence, is committed to providing bespoke financial planning and investment advice. SVWM takes pride in its personalized service, tailoring its offerings to fit each client’s unique financial situation and aspirations.
One of the standout services offered by SVWM includes comprehensive pension planning. Whether you’re looking at personal pensions or workplace pensions, their expert advisers can guide you towards a comfortable retirement. Their team understands that planning for the future can be daunting, so they work closely with clients to ensure they have the right strategy in place.
Investments are another area where SVWM shines. The firm helps clients create and manage investment portfolios designed to build wealth while keeping risk levels in check. This tailored approach ensures clients’ investments align with their individual risk profiles and financial goals. As trusted financial advisers in Oxford, SVWM is dedicated to helping clients navigate the complex world of investments with confidence.
Retirement planning is a crucial aspect of SVWM’s services, encompassing income strategies, tax planning, and estate planning. Their goal is to provide clients with financial security and peace of mind during retirement. With a focus on long-term relationships built on trust and transparency, SVWM ensures that clients feel supported throughout their financial journey.
For business owners, SVWM offers corporate services that include advice on company pensions and group protection. These services are designed to support business growth and enhance employee welfare, making them an invaluable resource for small to medium-sized enterprises in the area.
Recognizing the unique financial needs of medical professionals, SVWM also provides specialized services tailored to doctors and practitioners. They offer insight into NHS pensions, tax-efficient investments, and private practice financial strategies. This level of expertise sets them apart as financial advisers in Oxfordshire who truly understand the intricacies of their clients’ professions.
SVWM is authorized and regulated by the Financial Conduct Authority (FCA), which speaks to their commitment to ethical practices and clear communication. They prioritize achieving the best outcomes for their clients while ensuring they meet stringent regulatory standards. Based in Oxford, they serve clients across the UK, frequently meeting in person or through virtual consultations for added convenience. For anyone in need of dedicated financial planning, Strategic Vision Wealth Management is a trusted partner in achieving financial peace of mind.
Location: