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) operates as an independent financial advisory firm based in Oxford, Oxfordshire, UK. Founded by Jonathan Lawrence, SVWM is committed to offering customized financial planning and investment strategies that cater to the distinct needs and aspirations of each client. **Services Provided:** – **Pensions:** SVWM supports clients in managing both personal and workplace pensions, guiding them toward a secure and fulfilling retirement. – **Investments:** The firm advises on investment portfolios designed to enhance wealth while carefully balancing risk according to each client’s individual profile. – **Retirement Planning:** This service encompasses strategies for retirement income, tax optimization, and estate planning, all aimed at ensuring clients enjoy financial stability in their later years. – **Corporate Services:** SVWM assists business owners with company pensions, group protection plans, and other financial solutions that foster growth and enhance employee benefits. – **Specialist Services for Medical Professionals:** Understanding the unique financial landscape faced by doctors and medical practitioners, SVWM provides tailored advice on NHS pensions, private practice considerations, and tax-efficient investment options. **Client Engagement:** SVWM serves a wide-ranging clientele, including individuals, families, medical professionals, and small to medium-sized enterprises. Their client-focused methodology prioritizes building enduring relationships founded on trust, transparency, and a deep understanding of client needs. **Regulatory Compliance and Core Values:** As an independent entity, SVWM is free from affiliations with specific product providers, which empowers them to deliver objective advice. They are authorized and regulated by the Financial Conduct Authority (FCA), ensuring compliance with high regulatory standards. Their core philosophy centers around open communication, ethical conduct, and a steadfast commitment to achieving optimal outcomes for clients. **Location and Accessibility:** Located in Oxford, SVWM caters to clients throughout the UK, offering the convenience of in-person meetings or virtual consultations to accommodate diverse preferences. Through their holistic financial planning services, SVWM aims to simplify the complexities of financial management, guiding clients from wealth accumulation to preservation and ultimately ensuring peace of mind in their financial journey.
Additional Information:
Strategic Vision Wealth Management, based in Oxford, Oxfordshire, is a leading independent financial advisory firm dedicated to providing tailored financial planning and investment advice. Founded by Jonathan Lawrence, SVWM stands out among financial advisers in Oxford and throughout the region by ensuring that each client receives personalized service designed to meet their specific financial goals and situations.
One of the key services offered by SVWM is pension planning. Whether you are looking to set up a personal pension or need advice on workplace pensions, SVWM assists clients in crafting plans that pave the way for a comfortable retirement. Their expertise in retirement planning also includes comprehensive strategies for generating income post-retirement, tax planning, and estate management, helping clients secure financial stability for the future.
Investments are another cornerstone of the services provided at SVWM. They guide clients in building investment portfolios that align with their individual risk profiles. This balanced approach to investment helps clients grow their wealth responsibly while managing potential risks. For business owners, SVWM offers corporate services that include advice on company pensions and group protection, helping businesses to support their employees and foster growth.
What sets Strategic Vision Wealth Management apart from other financial advisers in Oxfordshire is their specialized focus on the needs of medical professionals. Understanding the intricacies of NHS pensions and private practice finances, SVWM offers tailored advice that addresses the unique challenges faced by doctors and other medical practitioners. This expertise ensures that their clients can navigate the complexities of their financial landscape with ease.
As an independent firm, SVWM provides impartial advice that is not tied to any specific product providers. This independence means clients can trust that the recommendations made are in their best interest. The firm is authorized and regulated by the Financial Conduct Authority (FCA), adhering to stringent standards that ensure ethical practices and clear communication.
Located in Oxford, SVWM serves clients throughout the UK, offering both in-person and virtual consultations for convenience. By focusing on long-term relationships built on trust and transparency, Strategic Vision Wealth Management aims to help clients achieve financial peace of mind, making them a standout choice among financial advisers in Oxford and Oxfordshire.
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