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) is a distinguished independent financial advisory firm located in Oxford, Oxfordshire, UK. Founded by Jonathan Lawrence, SVWM is committed to providing tailored financial planning and investment guidance, ensuring that each client receives personalized strategies that reflect their specific financial circumstances and aspirations. **Services Offered:** – **Pensions:** SVWM specializes in both personal and workplace pensions, assisting clients in crafting a secure and enjoyable retirement plan. – **Investments:** The firm offers expert advice on investment portfolios, focusing on wealth growth while carefully managing risk in alignment with each client’s risk tolerance. – **Retirement Planning:** Their comprehensive strategies encompass income generation in retirement, tax optimization, and estate planning to secure financial stability for the future. – **Corporate Services:** SVWM provides business owners with valuable insights into company pensions, group protection, and various financial products designed to enhance business development and employee well-being. – **Specialized Services for Medical Professionals:** Understanding the distinct financial landscape faced by doctors and other healthcare practitioners, SVWM delivers expert advice on NHS pensions, private practice finances, and tax-efficient investment strategies. **Client Focus:** SVWM serves a wide range of clients, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-centric philosophy prioritizes the establishment of long-lasting relationships grounded in trust, transparency, and mutual understanding. **Regulation and Philosophy:** As an independent advisory firm, SVWM is free from ties to specific product providers, enabling them to deliver unbiased advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring adherence to rigorous regulatory standards. Their guiding principles emphasize clear communication, ethical conduct, and a strong commitment to achieving optimal results for their clients. **Location and Contact:** Situated in the heart of Oxford, SVWM proudly serves clients throughout the UK, offering flexible meeting options either at their office or through virtual consultations for added convenience. Through their holistic approach to financial planning, SVWM empowers clients to effectively navigate the intricacies of financial management, from wealth accumulation to preservation, ultimately fostering peace of mind.
Additional Information:
Strategic Vision Wealth Management (SVWM) is a standout choice among financial advisers in Oxfordshire, offering personalized financial planning and investment advice tailored uniquely to each client. Founded by Jonathan Lawrence, this independent firm is dedicated to helping clients navigate their financial landscapes with confidence. They pride themselves on building long-term relationships grounded in trust and transparency, ensuring clients feel understood and valued.
One of the key services offered by SVWM is pension planning. Whether you’re managing a personal pension or a workplace scheme, they provide expert guidance to help you secure a comfortable retirement. Understanding the complexities of pensions can be challenging, but with their help, clients can make informed decisions that align with their retirement goals.
Investment advice is another cornerstone of SVWM’s offerings. Their team of expert financial advisers in Oxford collaborates with clients to develop investment portfolios that aim to grow wealth while carefully managing risk. Individual risk profiles are taken into account, ensuring that each investment strategy fits the client’s comfort level and financial aspirations.
Retirement planning is crucial for everyone, and SVWM has dedicated strategies in place to support this vital phase. From crafting income strategies post-retirement to offering insights into tax and estate planning, they ensure clients achieve financial security for themselves and their families. Their commitment to ethical practices and clear communication ensures clients are well-informed every step of the way.
For business owners, SVWM provides specialized corporate services. They assist with company pensions, group protection, and various financial products aimed at fostering business growth and enhancing employee welfare. This comprehensive approach not only supports the business but also contributes to a healthier work environment for employees.
Additionally, SVWM recognizes the unique financial needs of medical professionals. Their specialist services for doctors and other healthcare practitioners cover areas such as NHS pensions and tax-efficient investments. This tailored advice makes SVWM a valuable resource for those in the medical field.
Located in Oxfordshire, SVWM serves clients throughout the UK, offering both in-person and virtual consultations for added convenience. As you consider your financial future, connecting with experienced financial advisers in Oxfordshire like those at SVWM can provide the peace of mind you need to navigate your financial journey successfully.
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